Broadview Advisors’s JPMorgan Chase JPM Stock Holding History

Broadview 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 Q2	–	Sell	-4,100	Closed	-$415K	–	82
2019 Q1	$415K	Sell	4,100 -2,300	-36%	-$237K	0.11%	79
2018 Q4	$625K	Buy	+6,400	New	+$682K	0.18%	68
2017 Q1	–	Sell	-5,850	Closed	-$505K	–	106
2016 Q4	$505K	Hold	5,850	–	–	0.07%	98
2016 Q3	$390K	Hold	5,850	–	–	0.06%	94
2016 Q2	$364K	Sell	5,850 -7,150	-55%	-$447K	0.05%	93
2016 Q1	$770K	Hold	13,000	–	–	0.11%	83
2015 Q4	$858K	Sell	13,000 -250	-2%	-$16.3K	0.12%	82
2015 Q3	$808K	Sell	13,250 -15,250	-54%	-$999K	0.11%	78
2015 Q2	$1.93M	Hold	28,500	–	–	0.2%	80
2015 Q1	$1.73M	Hold	28,500	–	–	0.17%	80
2014 Q4	$1.78M	Sell	28,500 -6,675	-19%	-$402K	0.18%	76
2014 Q3	$2.12M	Sell	35,175 -450	-1%	-$26.3K	0.23%	73
2014 Q2	$2.05M	Buy	35,625 +14,200	+66%	+$798K	0.2%	80
2014 Q1	$1.3M	Buy	21,425 +4,725	+28%	+$273K	0.13%	82
2013 Q4	$977K	Buy	+16,700	New	+$915K	0.11%	81

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Broadview Advisors's JPM Position: Q2 2019 in Review

Broadview Advisors sold out of JPMorgan Chase (JPM) in Q2 2019, closing a stake of 4,100 shares — an estimated $415K sold.

Broadview Advisors first reported a position in JPM in Q4 2013 and held it in 15 quarters. The position peaked at $2.12M in Q3 2014. 2,635 funds tracked by Wall St. Rank hold JPM as of Q2 2019.

Broadview Advisors reported no remaining JPMorgan Chase position as of Q2 2019 after selling out during the quarter.
Broadview Advisors sold 4,100 JPMorgan Chase shares in Q2 2019, an estimated $415K.
Broadview Advisors first reported a position in JPMorgan Chase in Q4 2013 and held it in 15 quarters.
Broadview Advisors's JPMorgan Chase position peaked at $2.12M in Q3 2014.
2,635 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2019.

Based on Broadview Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.