Carillon Tower Advisers’s JPMorgan Chase JPM Stock Holding History

Carillon Tower Advisers’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 Q4	$29.9M	Hold	235,657	–	–	0.18%	169
2020 Q3	$22.7M	Buy	235,657 +10,040	+4%	+$986K	0.3%	114
2020 Q2	$21.2M	Sell	225,617 -10,283	-4%	-$976K	0.16%	187
2020 Q1	$19.9M	Sell	235,900 -9,463	-4%	-$1.15M	0.2%	174
2019 Q4	$34.2M	Sell	245,363 -4,797	-2%	-$615K	0.23%	155
2019 Q3	$29.4M	Sell	250,160 -50,362	-17%	-$5.7M	0.21%	164
2019 Q2	$33.6M	Buy	300,522 +13,477	+5%	+$1.49M	0.23%	151
2019 Q1	$29.1M	Buy	287,045 +34,670	+14%	+$3.57M	0.21%	185
2018 Q4	$24.6M	Buy	252,375 +18,561	+8%	+$1.98M	0.21%	189
2018 Q3	$26.4M	Sell	233,814 -4,697	-2%	-$533K	0.19%	190
2018 Q2	$24.9M	Sell	238,511 -4,086	-2%	-$448K	0.2%	183
2018 Q1	$26.2M	Sell	242,597 -9,626	-4%	-$1.09M	0.2%	172
2017 Q4	$27M	Buy	+252,223	New	+$25.5M	0.29%	138

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Carillon Tower Advisers's JPM Position: Q4 2020 in Review

Carillon Tower Advisers held its JPMorgan Chase (JPM) position steady in Q4 2020 at 235,657 shares worth $29.9M. The position accounts for 0.18% of the portfolio, ranked #169.

Carillon Tower Advisers first reported a position in JPM in Q4 2017 and has held it in 13 quarters since. The position peaked at $34.2M in Q4 2019. 3,126 funds tracked by Wall St. Rank hold JPM as of Q4 2020.

Carillon Tower Advisers held 235,657 shares of JPMorgan Chase worth $29.9M as of Q4 2020.
Carillon Tower Advisers left its JPMorgan Chase share count unchanged in Q4 2020.
JPMorgan Chase made up 0.18% of Carillon Tower Advisers's portfolio in Q4 2020, its #169 holding.
Carillon Tower Advisers first reported a position in JPMorgan Chase in Q4 2017 and has held it in 13 quarters since.
Carillon Tower Advisers's JPMorgan Chase position peaked at $34.2M in Q4 2019.
3,126 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2020.

Based on Carillon Tower Advisers's 13F filing for Q4 2020, filed 12 Feb 2021.