Bremer Trust National Association’s JPMorgan Chase JPM Stock Holding History

Bremer Trust National Association’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
2018 Q4	$7.04M	Buy	72,097 +3,596	+5%	+$383K	1.54%	7
2018 Q3	$7.73M	Buy	68,501 +7,622	+13%	+$865K	1.94%	5
2018 Q2	$6.34M	Buy	60,879 +9,134	+18%	+$1M	1.75%	6
2018 Q1	$5.69M	Sell	51,745 -3,606	-7%	-$408K	1.64%	9
2017 Q4	$5.92M	Sell	55,351 -3,129	-5%	-$317K	1.59%	8
2017 Q3	$5.58M	Sell	58,480 -2,411	-4%	-$222K	1.55%	8
2017 Q2	$5.57M	Sell	60,891 -6,455	-10%	-$557K	1.58%	7
2017 Q1	$5.92M	Sell	67,346 -7,513	-10%	-$663K	1.6%	6
2016 Q4	$6.46M	Sell	74,859 -8,120	-10%	-$619K	1.77%	6
2016 Q3	$5.53M	Sell	82,979 -6,830	-8%	-$445K	1.5%	7
2016 Q2	$5.58M	Sell	89,809 -1,519	-2%	-$94.9K	1.55%	8
2016 Q1	$5.41M	Buy	91,328 +1,985	+2%	+$116K	1.56%	7
2015 Q4	$5.9M	Sell	89,343 -304	-0.3%	-$19.8K	1.77%	5
2015 Q3	$5.47M	Sell	89,647 -2,542	-3%	-$166K	1.79%	7
2015 Q2	$6.25M	Buy	92,189 +71,287	+341%	+$4.65M	1.87%	4
2015 Q1	$1.27M	Buy	20,902 +3,580	+21%	+$212K	0.4%	61
2014 Q4	$1.08M	Buy	17,322 +262	+2%	+$15.8K	0.35%	74
2014 Q3	$1.03M	Sell	17,060 -178	-1%	-$10.4K	0.35%	76
2014 Q2	$994K	Sell	17,238 -1,675	-9%	-$94.2K	0.35%	70
2014 Q1	$1.15M	Buy	18,913 +2,433	+15%	+$141K	0.42%	56
2013 Q4	$964K	Buy	16,480 +1,055	+7%	+$57.8K	0.36%	63
2013 Q3	$797K	Buy	15,425 +519	+3%	+$27.8K	0.34%	69
2013 Q2	$787K	Buy	+14,906	New	+$758K	0.35%	67

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bremer Trust National Association's JPM Position: Q4 2018 in Review

Bremer Trust National Association increased its JPMorgan Chase (JPM) stake by 5.2% in Q4 2018, buying an estimated $383K and bringing the position to 72,097 shares worth $7.04M. The position accounts for 1.54% of the portfolio, ranked #7.

Bremer Trust National Association first reported a position in JPM in Q2 2013 and has held it in 23 quarters since. The position peaked at $7.73M in Q3 2018. 2,597 funds tracked by Wall St. Rank hold JPM as of Q4 2018.

Bremer Trust National Association held 72,097 shares of JPMorgan Chase worth $7.04M as of Q4 2018.
Bremer Trust National Association bought 3,596 JPMorgan Chase shares in Q4 2018, an estimated $383K.
JPMorgan Chase made up 1.54% of Bremer Trust National Association's portfolio in Q4 2018, its #7 holding.
Bremer Trust National Association first reported a position in JPMorgan Chase in Q2 2013 and has held it in 23 quarters since.
Bremer Trust National Association's JPMorgan Chase position peaked at $7.73M in Q3 2018.
2,597 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.

Based on Bremer Trust National Association's 13F filing for Q4 2018, filed 11 Feb 2019.