Cadence Capital Management’s JPMorgan Chase JPM Stock Holding History

Cadence Capital 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
2020 Q3	$2.38M	Sell	24,740 -5,923	-19%	-$582K	0.57%	43
2020 Q2	$2.88M	Sell	30,663 -14,194	-32%	-$1.35M	0.42%	49
2020 Q1	$4.04M	Buy	44,857 +5,913	+15%	+$718K	0.68%	15
2019 Q4	$5.43M	Sell	38,944 -4,546	-10%	-$583K	0.59%	23
2019 Q3	$5.12M	Sell	43,490 -3,792	-8%	-$429K	0.73%	18
2019 Q2	$5.29M	Sell	47,282 -12,824	-21%	-$1.41M	0.53%	25
2019 Q1	$6.08M	Sell	60,106 -1,642	-3%	-$169K	0.55%	34
2018 Q4	$6.03M	Sell	61,748 -78,975	-56%	-$8.41M	0.61%	32
2018 Q3	$15.9M	Sell	140,723 -2,452	-2%	-$278K	0.86%	11
2018 Q2	$14.9M	Sell	143,175 -1,434	-1%	-$157K	0.88%	9
2018 Q1	$15.9M	Sell	144,609 -3,886	-3%	-$440K	1.03%	5
2017 Q4	$15.9M	Sell	148,495 -1,350	-0.9%	-$137K	1.01%	4
2017 Q3	$14.3M	Sell	149,845 -29,736	-17%	-$2.74M	0.89%	7
2017 Q2	$16.4M	Buy	179,581 +9,105	+5%	+$786K	1.14%	1
2017 Q1	$15M	Sell	170,476 -15,090	-8%	-$1.33M	1.03%	2
2016 Q4	$16M	Sell	185,566 -28,530	-13%	-$2.18M	1.12%	1
2016 Q3	$14.3M	Sell	214,096 -7,815	-4%	-$510K	1.04%	4
2016 Q2	$13.8M	Sell	221,911 -22,689	-9%	-$1.42M	1.04%	7
2016 Q1	$14.5M	Buy	244,600 +4,721	+2%	+$276K	1.02%	7
2015 Q4	$15.8M	Sell	239,879 -8,643	-3%	-$563K	1.06%	3
2015 Q3	$15.2M	Sell	248,522 -4,724	-2%	-$309K	1.06%	3
2015 Q2	$17.2M	Buy	253,246 +8,265	+3%	+$540K	0.96%	3
2015 Q1	$14.8M	Sell	244,981 -6,408	-3%	-$379K	0.91%	5
2014 Q4	$15.7M	Sell	251,389 -67,178	-21%	-$4.04M	0.92%	4
2014 Q3	$19.2M	Buy	318,567 +28,337	+10%	+$1.66M	1.01%	2
2014 Q2	$16.7M	Sell	290,230 -26,452	-8%	-$1.49M	0.8%	8
2014 Q1	$19.2M	Sell	316,682 -69,689	-18%	-$4.03M	0.81%	4
2013 Q4	$22.6M	Sell	386,371 -54,503	-12%	-$2.99M	0.86%	8
2013 Q3	$22.8M	Buy	440,874 +257,643	+141%	+$13.8M	0.77%	6
2013 Q2	$9.67M	Buy	+183,231	New	+$9.32M	0.45%	77

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Cadence Capital Management's JPM Position: Q3 2020 in Review

Cadence Capital Management reduced its JPMorgan Chase (JPM) stake by 19% in Q3 2020, selling an estimated $582K and leaving 24,740 shares worth $2.38M. The position accounts for 0.57% of the portfolio, ranked #43.

Cadence Capital Management first reported a position in JPM in Q2 2013 and has held it in 30 quarters since. The position peaked at $22.8M in Q3 2013. 2,826 funds tracked by Wall St. Rank hold JPM as of Q3 2020.

Cadence Capital Management held 24,740 shares of JPMorgan Chase worth $2.38M as of Q3 2020.
Cadence Capital Management sold 5,923 JPMorgan Chase shares in Q3 2020, an estimated $582K.
JPMorgan Chase made up 0.57% of Cadence Capital Management's portfolio in Q3 2020, its #43 holding.
Cadence Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 30 quarters since.
Cadence Capital Management's JPMorgan Chase position peaked at $22.8M in Q3 2013.
2,826 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2020.

Based on Cadence Capital Management's 13F filing for Q3 2020, filed 16 Oct 2020.