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Bruderman Asset Management’s JPMorgan Chase JPM Stock Holding History

Bruderman Asset Management’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 		– Sell
-4,355
Closed -$568K – 107
2019
Q3 		$568K Sell
4,355
-302
-6% -$34.2K 0.14% 86
2019
Q2 		$521K Sell
4,657
-1,532
-25% -$169K 0.12% 80
2019
Q1 		$627K Buy
6,189
+57
+0.9% +$5.87K 0.14% 86
2018
Q4 		$599K Buy
6,132
+739
+14% +$78.7K 0.15% 79
2018
Q3 		$609K Sell
5,393
-240
-4% -$27.2K 0.14% 86
2018
Q2 		$587K Sell
5,633
-329
-6% -$36.1K 0.14% 89
2018
Q1 		$656K Buy
5,962
+4
+0.1% +$453 0.16% 87
2017
Q4 		$637K Buy
5,958
+303
+5% +$30.7K 0.16% 84
2017
Q3 		$540K Buy
5,655
+26
+0.5% +$2.4K 0.14% 87
2017
Q2 		$515K Buy
5,629
+3
+0.1% +$259 0.14% 87
2017
Q1 		$494K Buy
5,626
+3
+0.1% +$265 0.14% 82
2016
Q4 		$485K Sell
5,623
-262
-4% -$20K 0.15% 83
2016
Q3 		$392K Buy
5,885
+558
+10% +$36.4K 0.12% 92
2016
Q2 		$331K Buy
5,327
+153
+3% +$9.56K 0.1% 98
2016
Q1 		$306K Buy
5,174
+964
+23% +$56.3K 0.11% 97
2015
Q4 		$278K Buy
4,210
+38
+0.9% +$2.47K 0.1% 102
2015
Q3 		$254K Buy
4,172
+12
+0.3% +$786 0.1% 95
2015
Q2 		$282K Buy
4,160
+425
+11% +$27.7K 0.11% 93
2015
Q1 		$226K Buy
+3,735
New +$221K 0.09% 102

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

Bruderman Asset Management's JPM Position: Q4 2019 in Review

Bruderman Asset Management sold out of JPMorgan Chase (JPM) in Q4 2019, closing a stake of 4,355 shares — an estimated $568K sold.

Bruderman Asset Management first reported a position in JPM in Q1 2015 and held it in 19 quarters. The position peaked at $656K in Q1 2018. 2,891 funds tracked by Wall St. Rank hold JPM as of Q4 2019.

  • Bruderman Asset Management reported no remaining JPMorgan Chase position as of Q4 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 4,355 JPMorgan Chase shares in Q4 2019, an estimated $568K.
  • Bruderman Asset Management first reported a position in JPMorgan Chase in Q1 2015 and held it in 19 quarters.
  • Bruderman Asset Management's JPMorgan Chase position peaked at $656K in Q1 2018.
  • 2,891 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2019.

Based on Bruderman Asset Management's 13F filing for Q4 2019, filed 13 Feb 2020.