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CA Family Wealth’s JPMorgan Chase JPM Stock Holding History

CA Family Wealth’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 		$285K Sell
3,161
-2,301
-42% -$280K 0.3% 19
2019
Q4 		$761K Buy
+5,462
New +$701K 0.51% 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

CA Family Wealth's JPM Position: Q1 2020 in Review

CA Family Wealth reduced its JPMorgan Chase (JPM) stake by 42% in Q1 2020, selling an estimated $280K and leaving 3,161 shares worth $285K. The position accounts for 0.3% of the portfolio, ranked #19.

CA Family Wealth first reported a position in JPM in Q4 2019 and has held it in 2 quarters since. The position peaked at $761K in Q4 2019. 2,783 funds tracked by Wall St. Rank hold JPM as of Q1 2020.

  • CA Family Wealth held 3,161 shares of JPMorgan Chase worth $285K as of Q1 2020.
  • CA Family Wealth sold 2,301 JPMorgan Chase shares in Q1 2020, an estimated $280K.
  • JPMorgan Chase made up 0.3% of CA Family Wealth's portfolio in Q1 2020, its #19 holding.
  • CA Family Wealth first reported a position in JPMorgan Chase in Q4 2019 and has held it in 2 quarters since.
  • CA Family Wealth's JPMorgan Chase position peaked at $761K in Q4 2019.
  • 2,783 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.