C-J Advisory’s JPMorgan Chase JPM Stock Holding History

C-J Advisory’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	-300	Closed	-$35K	–	99
2019 Q3	$35K	Hold	300	–	–	0.02%	63
2019 Q2	$34K	Hold	300	–	–	0.02%	61
2019 Q1	$31K	Buy	+300	New	+$30.9K	0.02%	71

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

C-J Advisory's JPM Position: Q4 2019 in Review

C-J Advisory sold out of JPMorgan Chase (JPM) in Q4 2019, closing a stake of 300 shares — an estimated $35K sold.

C-J Advisory first reported a position in JPM in Q1 2019 and held it in 3 quarters. The position peaked at $35K in Q3 2019. 2,891 funds tracked by Wall St. Rank hold JPM as of Q4 2019.

C-J Advisory reported no remaining JPMorgan Chase position as of Q4 2019 after selling out during the quarter.
C-J Advisory sold 300 JPMorgan Chase shares in Q4 2019, an estimated $35K.
C-J Advisory first reported a position in JPMorgan Chase in Q1 2019 and held it in 3 quarters.
C-J Advisory's JPMorgan Chase position peaked at $35K in Q3 2019.
2,891 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2019.

Based on C-J Advisory's 13F filing for Q4 2019, filed 10 Feb 2020.