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Bredin Investment’s JPMorgan Chase JPM Stock Holding History

Bredin Investment’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$2.06M Hold
14,800
– – 1.69% 16
2019
Q3 		$1.74M Hold
14,800
– – 1.52% 16
2019
Q2 		$1.71M Hold
14,800
– – 1.49% 17
2019
Q1 		$1.5M Hold
14,800
– – 1.31% 18
2018
Q4 		$1.45M Hold
14,800
– – 1.36% 17
2018
Q3 		$1.67M Hold
14,800
– – 1.36% 16
2018
Q2 		$1.54M Hold
14,800
– – 1.18% 17
2018
Q1 		$1.63M Hold
14,800
– – 1.41% 16
2017
Q4 		$1.6M Buy
+14,800
New +$1.5M 1.29% 16

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bredin Investment's JPM Position: Q4 2019 in Review

Bredin Investment held its JPMorgan Chase (JPM) position steady in Q4 2019 at 14,800 shares worth $2.06M. The position accounts for 1.69% of the portfolio, ranked #16.

Bredin Investment first reported a position in JPM in Q4 2017 and has held it in 9 quarters since. 2,892 funds tracked by Wall St. Rank hold JPM as of Q4 2019.

  • Bredin Investment held 14,800 shares of JPMorgan Chase worth $2.06M as of Q4 2019.
  • Bredin Investment left its JPMorgan Chase share count unchanged in Q4 2019.
  • JPMorgan Chase made up 1.69% of Bredin Investment's portfolio in Q4 2019, its #16 holding.
  • Bredin Investment first reported a position in JPMorgan Chase in Q4 2017 and has held it in 9 quarters since.
  • 2,892 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2019.

Based on Bredin Investment's 13F filing for Q4 2019, filed 6 Feb 2020.