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British Steel Pension Fund’s JPMorgan Chase JPM Stock Holding History

British Steel Pension Fund’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
2020
Q1 		– Sell
-6,880
Closed -$959K – 102
2019
Q4 		$959K Hold
6,880
– – 0.17% 30
2019
Q3 		$810K Sell
6,880
-4,833
-41% -$547K 0.15% 31
2019
Q2 		$1.31M Sell
11,713
-12,807
-52% -$1.41M 0.2% 32
2019
Q1 		$2.48M Sell
24,520
-2,591
-10% -$267K 0.43% 30
2018
Q4 		$3.06M Buy
+27,111
New +$2.89M 0.52% 30
2018
Q2 		$4.22M Sell
40,482
-50,883
-56% -$5.58M 0.68% 31
2018
Q1 		$9.77M Hold
91,365
– – 1.14% 25
2017
Q4 		$9.77M Hold
91,365
– – 1.14% 25
2017
Q3 		$8.73M Sell
91,365
-22,684
-20% -$2.09M 1.05% 26
2017
Q2 		$10.4M Hold
114,049
– – 1.14% 24
2017
Q1 		$10M Sell
114,049
-9,261
-8% -$817K 1.13% 26
2016
Q4 		$10.6M Hold
123,310
– – 1.34% 18
2016
Q3 		$8.21M Buy
123,310
+17,000
+16% +$1.11M 1.06% 21
2016
Q2 		$6.61M Sell
106,310
-80,542
-43% -$5.03M 0.92% 22
2016
Q1 		$11.1M Sell
186,852
-17,977
-9% -$1.05M 1.11% 19
2015
Q4 		$13.5M Buy
+204,829
New +$13.3M 1.36% 15
2015
Q2 		$14.7M Buy
217,570
+22,000
+11% +$1.44M 1.41% 13
2015
Q1 		$11.8M Hold
195,570
– – 1.14% 21
2014
Q4 		$12.2M Hold
195,570
– – 1.18% 19
2014
Q3 		$11.8M Sell
195,570
-12,862
-6% -$752K 1.18% 20
2014
Q2 		$12M Hold
208,432
– – 1.13% 19
2014
Q1 		$12.7M Sell
208,432
-35,378
-15% -$2.04M 1.27% 15
2013
Q4 		$14.3M Sell
243,810
-15,732
-6% -$862K 1.4% 14
2013
Q3 		$13.4M Sell
259,542
-16,443
-6% -$882K 1.39% 12
2013
Q2 		$14.6M Buy
+275,985
New +$14M 1.5% 11

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

British Steel Pension Fund's JPM Position: Q1 2020 in Review

British Steel Pension Fund sold out of JPMorgan Chase (JPM) in Q1 2020, closing a stake of 6,880 shares — an estimated $959K sold.

British Steel Pension Fund first reported a position in JPM in Q2 2013 and held it in 25 quarters. The position peaked at $14.7M in Q2 2015. 2,783 funds tracked by Wall St. Rank hold JPM as of Q1 2020.

  • British Steel Pension Fund reported no remaining JPMorgan Chase position as of Q1 2020 after selling out during the quarter.
  • British Steel Pension Fund sold 6,880 JPMorgan Chase shares in Q1 2020, an estimated $959K.
  • British Steel Pension Fund first reported a position in JPMorgan Chase in Q2 2013 and held it in 25 quarters.
  • British Steel Pension Fund's JPMorgan Chase position peaked at $14.7M in Q2 2015.
  • 2,783 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2020.

Based on British Steel Pension Fund's 13F filing for Q1 2020, filed 19 May 2020.