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CIBC Bank USA’s JPMorgan Chase JPM Stock Holding History

CIBC Bank USA’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
Q4 		$5.83M Buy
41,806
+1,135
+3% +$146K 0.77% 18
2019
Q3 		$4.79M Buy
40,671
+832
+2% +$94.1K 0.68% 19
2019
Q2 		$4.45M Buy
39,839
+1,686
+4% +$186K 0.62% 19
2019
Q1 		$3.86M Sell
38,153
-1,582
-4% -$163K 0.54% 22
2018
Q4 		$3.88M Sell
39,735
-1,539
-4% -$164K 0.63% 20
2018
Q3 		$4.66M Buy
41,274
+3,131
+8% +$355K 0.64% 17
2018
Q2 		$3.98M Buy
38,143
+1,124
+3% +$123K 0.55% 23
2018
Q1 		$4.07M Sell
37,019
-10,741
-22% -$1.22M 0.56% 25
2017
Q4 		$5.11M Sell
47,760
-985
-2% -$99.7K 0.64% 17
2017
Q3 		$4.66M Sell
48,745
-1,366
-3% -$126K 0.61% 18
2017
Q2 		$4.58M Buy
50,111
+6,296
+14% +$543K 0.61% 19
2017
Q1 		$3.85M Sell
43,815
-839
-2% -$74K 0.53% 22
2016
Q4 		$3.85M Sell
44,654
-23,021
-34% -$1.76M 0.56% 22
2016
Q3 		$4.51M Buy
67,675
+10,889
+19% +$710K 0.68% 16
2016
Q2 		$3.53M Sell
56,786
-1,427
-2% -$89.1K 0.55% 23
2016
Q1 		$3.45M Sell
58,213
-1,757
-3% -$103K 0.61% 19
2015
Q4 		$3.96M Buy
59,970
+3,414
+6% +$222K 0.69% 20
2015
Q3 		$3.45M Buy
56,556
+2,490
+5% +$163K 0.63% 22
2015
Q2 		$3.66M Sell
54,066
-1,430
-3% -$93.4K 0.61% 21
2015
Q1 		$3.36M Sell
55,496
-2,719
-5% -$161K 0.59% 22
2014
Q4 		$3.64M Buy
58,215
+803
+1% +$48.3K 0.64% 22
2014
Q3 		$3.46M Sell
57,412
-1,709
-3% -$99.9K 0.69% 22
2014
Q2 		$3.41M Sell
59,121
-8,659
-13% -$487K 0.64% 22
2014
Q1 		$4.12M Sell
67,780
-2,597
-4% -$150K 0.85% 16
2013
Q4 		$4.12M Sell
70,377
-11,238
-14% -$616K 0.91% 15
2013
Q3 		$4.22M Sell
81,615
-586,308
-88% -$31.4M 1.03% 12
2013
Q2 		$35.3M Buy
+667,923
New +$34M 2.07% 10

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIBC Bank USA's JPM Position: Q4 2019 in Review

CIBC Bank USA increased its JPMorgan Chase (JPM) stake by 2.8% in Q4 2019, buying an estimated $146K and bringing the position to 41,806 shares worth $5.83M. The position accounts for 0.77% of the portfolio, ranked #18.

CIBC Bank USA first reported a position in JPM in Q2 2013 and has held it in 27 quarters since. The position peaked at $35.3M in Q2 2013. 2,891 funds tracked by Wall St. Rank hold JPM as of Q4 2019.

  • CIBC Bank USA held 41,806 shares of JPMorgan Chase worth $5.83M as of Q4 2019.
  • CIBC Bank USA bought 1,135 JPMorgan Chase shares in Q4 2019, an estimated $146K.
  • JPMorgan Chase made up 0.77% of CIBC Bank USA's portfolio in Q4 2019, its #18 holding.
  • CIBC Bank USA first reported a position in JPMorgan Chase in Q2 2013 and has held it in 27 quarters since.
  • CIBC Bank USA's JPMorgan Chase position peaked at $35.3M in Q2 2013.
  • 2,891 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2019.

Based on CIBC Bank USA's 13F filing for Q4 2019, filed 29 Jan 2020.