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Buckingham Capital Management (New York)’s JPMorgan Chase JPM Stock Holding History

Buckingham Capital Management (New York)’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
-38,512
Closed -$4.53M – 40
2019
Q3 		$4.53M Sell
38,512
-44,074
-53% -$4.99M 0.58% 55
2019
Q2 		$9.23M Sell
82,586
-182
-0.2% -$20.1K 1.14% 32
2019
Q1 		$8.38M Sell
82,768
-15,312
-16% -$1.58M 0.79% 44
2018
Q4 		$9.57M Sell
98,080
-8,844
-8% -$942K 1.44% 31
2018
Q3 		$12.1M Sell
106,924
-11,880
-10% -$1.35M 1.23% 36
2018
Q2 		$12.4M Buy
118,804
+4,700
+4% +$516K 1.22% 38
2018
Q1 		$12.5M Sell
114,104
-2,646
-2% -$300K 1.45% 30
2017
Q4 		$12.5M Sell
116,750
-599
-0.5% -$60.6K 1.49% 29
2017
Q3 		$11.2M Buy
117,349
+818
+0.7% +$75.4K 1.48% 29
2017
Q2 		$10.7M Buy
116,531
+6,693
+6% +$578K 1.25% 33
2017
Q1 		$9.65M Buy
109,838
+5,800
+6% +$512K 1.29% 36
2016
Q4 		$8.98M Sell
104,038
-19,620
-16% -$1.5M 1.19% 35
2016
Q3 		$8.23M Sell
123,658
-2,602
-2% -$170K 1.03% 38
2016
Q2 		$7.85M Buy
126,260
+27,216
+27% +$1.7M 0.95% 41
2016
Q1 		$5.87M Sell
99,044
-14,508
-13% -$847K 0.67% 59
2015
Q4 		$7.5M Sell
113,552
-4,790
-4% -$312K 0.93% 48
2015
Q3 		$7.21M Buy
118,342
+8,912
+8% +$584K 0.65% 64
2015
Q2 		$7.42M Sell
109,430
-240
-0.2% -$15.7K 0.61% 65
2015
Q1 		$6.64M Buy
109,670
+810
+0.7% +$48K 0.58% 67
2014
Q4 		$6.81M Buy
108,860
+3,471
+3% +$209K 0.6% 58
2014
Q3 		$6.35M Sell
105,389
-707
-0.7% -$41.3K 0.56% 71
2014
Q2 		$6.11M Sell
106,096
-4,460
-4% -$251K 0.49% 75
2014
Q1 		$6.71M Sell
110,556
-5,689
-5% -$329K 0.62% 59
2013
Q4 		$6.8M Sell
116,245
-7,830
-6% -$429K 0.69% 59
2013
Q3 		$6.41M Buy
124,075
+400
+0.3% +$21.5K 0.62% 60
2013
Q2 		$6.53M Buy
+123,675
New +$6.29M 0.62% 56

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Buckingham Capital Management (New York)'s JPM Position: Q4 2019 in Review

Buckingham Capital Management (New York) sold out of JPMorgan Chase (JPM) in Q4 2019, closing a stake of 38,512 shares — an estimated $4.53M sold.

Buckingham Capital Management (New York) first reported a position in JPM in Q2 2013 and held it in 26 quarters. The position peaked at $12.5M in Q1 2018. 2,893 funds tracked by Wall St. Rank hold JPM as of Q4 2019.

  • Buckingham Capital Management (New York) reported no remaining JPMorgan Chase position as of Q4 2019 after selling out during the quarter.
  • Buckingham Capital Management (New York) sold 38,512 JPMorgan Chase shares in Q4 2019, an estimated $4.53M.
  • Buckingham Capital Management (New York) first reported a position in JPMorgan Chase in Q2 2013 and held it in 26 quarters.
  • Buckingham Capital Management (New York)'s JPMorgan Chase position peaked at $12.5M in Q1 2018.
  • 2,893 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2019.

Based on Buckingham Capital Management (New York)'s 13F filing for Q4 2019.