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Cerebellum’s JPMorgan Chase JPM Stock Holding History

Cerebellum’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 		$65K Sell
672
-445
-40% -$43.7K 0.3% 78
2020
Q2 		$119K Buy
+1,117
New +$106K 0.08% 319
2019
Q2 		– Sell
-3,159
Closed -$320K – 481
2019
Q1 		$320K Buy
+3,159
New +$325K 0.28% 254
2018
Q2 		– Sell
-1,111
Closed -$122K – 467
2018
Q1 		$122K Sell
1,111
-6
-0.5% -$679 0.16% 339
2017
Q4 		$119K Buy
+1,117
New +$113K 0.08% 319

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

Cerebellum's JPM Position: Q3 2020 in Review

Cerebellum reduced its JPMorgan Chase (JPM) stake by 40% in Q3 2020, selling an estimated $43.7K and leaving 672 shares worth $65K. The position accounts for 0.3% of the portfolio, ranked #78.

Cerebellum first reported a position in JPM in Q4 2017 and has held it in 5 quarters since. The position peaked at $320K in Q1 2019. 2,826 funds tracked by Wall St. Rank hold JPM as of Q3 2020.

  • Cerebellum held 672 shares of JPMorgan Chase worth $65K as of Q3 2020.
  • Cerebellum sold 445 JPMorgan Chase shares in Q3 2020, an estimated $43.7K.
  • JPMorgan Chase made up 0.3% of Cerebellum's portfolio in Q3 2020, its #78 holding.
  • Cerebellum first reported a position in JPMorgan Chase in Q4 2017 and has held it in 5 quarters since.
  • Cerebellum's JPMorgan Chase position peaked at $320K in Q1 2019.
  • 2,826 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2020.

Based on Cerebellum's 13F filing for Q3 2020, filed 21 Oct 2020.