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Capstone Financial Group’s JPMorgan Chase JPM Stock Holding History

Capstone Financial Group’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 		$143K Sell
1,463
-1,092
-43% -$107K 0.11% 89
2020
Q2 		$236K Buy
2,555
+1,500
+142% +$142K 0.19% 72
2020
Q1 		$95K Sell
1,055
-60
-5% -$7.29K 0.1% 97
2019
Q4 		$155K Buy
+1,115
New +$143K 0.15% 85

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capstone Financial Group's JPM Position: Q3 2020 in Review

Capstone Financial Group reduced its JPMorgan Chase (JPM) stake by 43% in Q3 2020, selling an estimated $107K and leaving 1,463 shares worth $143K. The position accounts for 0.11% of the portfolio, ranked #89.

Capstone Financial Group first reported a position in JPM in Q4 2019 and has held it in 4 quarters since. The position peaked at $236K in Q2 2020. 2,826 funds tracked by Wall St. Rank hold JPM as of Q3 2020.

  • Capstone Financial Group held 1,463 shares of JPMorgan Chase worth $143K as of Q3 2020.
  • Capstone Financial Group sold 1,092 JPMorgan Chase shares in Q3 2020, an estimated $107K.
  • JPMorgan Chase made up 0.11% of Capstone Financial Group's portfolio in Q3 2020, its #89 holding.
  • Capstone Financial Group first reported a position in JPMorgan Chase in Q4 2019 and has held it in 4 quarters since.
  • Capstone Financial Group's JPMorgan Chase position peaked at $236K in Q2 2020.
  • 2,826 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.