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Bristol Advisors’s JPMorgan Chase JPM Stock Holding History

Bristol Advisors’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
Q1 		– Sell
-39,800
Closed -$3.88M – 57
2018
Q4 		$3.88M Buy
+39,800
New +$4.24M 4.66% 5
2018
Q1 		– Sell
-27,800
Closed -$2.97M – 63
2017
Q4 		$2.97M Sell
27,800
-18,600
-40% -$1.88M 1.86% 12
2017
Q3 		$4.43M Sell
46,400
-712,600
-94% -$65.7M 4.46% 6
2017
Q2 		$69.4M Buy
759,000
+715,965
+1,664% +$61.8M 46.21% 1
2017
Q1 		$3.78M Sell
43,035
-58,865
-58% -$5.19M 4.29% 6
2016
Q4 		$8.79M Buy
+101,900
New +$7.77M 8.88% 2

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bristol Advisors's JPM Position: Q1 2019 in Review

Bristol Advisors sold out of JPMorgan Chase (JPM) in Q1 2019, closing a stake of 39,800 shares — an estimated $3.88M sold.

Bristol Advisors first reported a position in JPM in Q4 2016 and held it in 6 quarters. The position peaked at $69.4M in Q2 2017. 2,599 funds tracked by Wall St. Rank hold JPM as of Q1 2019.

  • Bristol Advisors reported no remaining JPMorgan Chase position as of Q1 2019 after selling out during the quarter.
  • Bristol Advisors sold 39,800 JPMorgan Chase shares in Q1 2019, an estimated $3.88M.
  • Bristol Advisors first reported a position in JPMorgan Chase in Q4 2016 and held it in 6 quarters.
  • Bristol Advisors's JPMorgan Chase position peaked at $69.4M in Q2 2017.
  • 2,599 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2019.

Based on Bristol Advisors's 13F filing for Q1 2019, filed 29 Apr 2019.