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Cedar Capital’s JPMorgan Chase JPM Stock Holding History

Cedar Capital’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 		– Sell
-7,924
Closed -$763K – 120
2020
Q3 		$763K Buy
7,924
+2,115
+36% +$208K 0.25% 100
2020
Q2 		$546K Sell
5,809
-446
-7% -$42.3K 0.21% 106
2020
Q1 		$563K Sell
6,255
-1,243
-17% -$151K 0.27% 92
2019
Q4 		$1.04M Buy
7,498
+502
+7% +$64.4K 0.48% 70
2019
Q3 		$823K Buy
6,996
+320
+5% +$36.2K 0.38% 77
2019
Q2 		$746K Buy
6,676
+818
+14% +$90.2K 0.32% 90
2019
Q1 		$593K Sell
5,858
-47
-0.8% -$4.84K 0.26% 106
2018
Q4 		$576K Sell
5,905
-190
-3% -$20.2K 0.29% 92
2018
Q3 		$688K Buy
6,095
+1
+0% +$114 0.27% 90
2018
Q2 		$635K Buy
6,094
+711
+13% +$78K 0.28% 78
2018
Q1 		$592K Buy
5,383
+186
+4% +$21.1K 0.28% 65
2017
Q4 		$556K Buy
5,197
+1,147
+28% +$116K 0.27% 54
2017
Q3 		$387K Buy
4,050
+584
+17% +$53.9K 0.18% 64
2017
Q2 		$317K Buy
3,466
+226
+7% +$19.5K 0.14% 53
2017
Q1 		$285K Buy
+3,240
New +$286K 0.12% 66

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
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
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

Cedar Capital's JPM Position: Q4 2020 in Review

Cedar Capital sold out of JPMorgan Chase (JPM) in Q4 2020, closing a stake of 7,924 shares — an estimated $763K sold.

Cedar Capital first reported a position in JPM in Q1 2017 and held it in 15 quarters. The position peaked at $1.04M in Q4 2019. 3,125 funds tracked by Wall St. Rank hold JPM as of Q4 2020.

  • Cedar Capital reported no remaining JPMorgan Chase position as of Q4 2020 after selling out during the quarter.
  • Cedar Capital sold 7,924 JPMorgan Chase shares in Q4 2020, an estimated $763K.
  • Cedar Capital first reported a position in JPMorgan Chase in Q1 2017 and held it in 15 quarters.
  • Cedar Capital's JPMorgan Chase position peaked at $1.04M in Q4 2019.
  • 3,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2020.

Based on Cedar Capital's 13F filing for Q4 2020, filed 5 Feb 2021.