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Capital One Investing’s JPMorgan Chase JPM Stock Holding History

Capital One Investing’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
Q3 		$754K Hold
6,412
– – 0.18% 93
2019
Q2 		$717K Buy
6,412
+3,298
+106% +$364K 0.18% 89
2019
Q1 		$315K Buy
+3,114
New +$321K 0.08% 145

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital One Investing's JPM Position: Q3 2019 in Review

Capital One Investing held its JPMorgan Chase (JPM) position steady in Q3 2019 at 6,412 shares worth $754K. The position accounts for 0.18% of the portfolio, ranked #93.

Capital One Investing first reported a position in JPM in Q1 2019 and has held it in 3 quarters since. 2,609 funds tracked by Wall St. Rank hold JPM as of Q3 2019.

  • Capital One Investing held 6,412 shares of JPMorgan Chase worth $754K as of Q3 2019.
  • Capital One Investing left its JPMorgan Chase share count unchanged in Q3 2019.
  • JPMorgan Chase made up 0.18% of Capital One Investing's portfolio in Q3 2019, its #93 holding.
  • Capital One Investing first reported a position in JPMorgan Chase in Q1 2019 and has held it in 3 quarters since.
  • 2,609 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2019.

Based on Capital One Investing's 13F filing for Q3 2019, filed 14 Nov 2019.