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Catamount Wealth Management’s JPMorgan Chase JPM Stock Holding History

Catamount Wealth 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
2019
Q1 		$8.09M Buy
79,871
+1,880
+2% +$194K 4.6% 6
2018
Q4 		$8.07M Sell
77,991
-5,054
-6% -$538K 5.51% 5
2018
Q3 		$9.37M Sell
83,045
-1,840
-2% -$209K 4.49% 6
2018
Q2 		$9.82M Buy
84,885
+14,877
+21% +$1.63M 4.75% 5
2018
Q1 		$7.7M Buy
70,008
+3,290
+5% +$373K 4.11% 7
2017
Q4 		$7.13M Sell
66,718
-2,253
-3% -$228K 3.98% 7
2017
Q3 		$6.59M Buy
68,971
+504
+0.7% +$46.5K 3.83% 8
2017
Q2 		$6.26M Buy
68,467
+4,951
+8% +$427K 3.81% 7
2017
Q1 		$5.58M Buy
63,516
+2,893
+5% +$255K 3.82% 7
2016
Q4 		$5.23M Sell
60,623
-1,926
-3% -$147K 4.25% 9
2016
Q3 		$4.25M Buy
62,549
+2,901
+5% +$189K 3.64% 9
2016
Q2 		$3.71M Buy
59,648
+2,873
+5% +$179K 4.28% 7
2016
Q1 		$3.36M Sell
56,775
-1,383
-2% -$80.8K 3.89% 9
2015
Q4 		$3.84M Buy
58,158
+5,370
+10% +$350K 3.48% 12
2015
Q3 		$3.22M Buy
52,788
+441
+0.8% +$28.9K 3.22% 13
2015
Q2 		$3.55M Buy
52,347
+29,760
+132% +$1.94M 2.75% 15
2015
Q1 		$1.37M Buy
22,587
+8,125
+56% +$481K 1.13% 26
2014
Q4 		$905K Buy
+14,462
New +$870K 0.86% 25

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Catamount Wealth Management's JPM Position: Q1 2019 in Review

Catamount Wealth Management increased its JPMorgan Chase (JPM) stake by 2.4% in Q1 2019, buying an estimated $194K and bringing the position to 79,871 shares worth $8.09M. The position accounts for 4.6% of the portfolio, ranked #6.

Catamount Wealth Management first reported a position in JPM in Q4 2014 and has held it in 18 quarters since. The position peaked at $9.82M in Q2 2018. 2,599 funds tracked by Wall St. Rank hold JPM as of Q1 2019.

  • Catamount Wealth Management held 79,871 shares of JPMorgan Chase worth $8.09M as of Q1 2019.
  • Catamount Wealth Management bought 1,880 JPMorgan Chase shares in Q1 2019, an estimated $194K.
  • JPMorgan Chase made up 4.6% of Catamount Wealth Management's portfolio in Q1 2019, its #6 holding.
  • Catamount Wealth Management first reported a position in JPMorgan Chase in Q4 2014 and has held it in 18 quarters since.
  • Catamount Wealth Management's JPMorgan Chase position peaked at $9.82M in Q2 2018.
  • 2,599 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.