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	$27K	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 $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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

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

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