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Columbus Circle Investors’s JPMorgan Chase JPM Stock Holding History

Columbus Circle Investors’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
Q2 		– Sell
-41,178
Closed -$3.71M – 166
2020
Q1 		$3.71M Sell
41,178
-34,131
-45% -$4.15M 0.2% 126
2019
Q4 		$10.5M Buy
+75,309
New +$9.66M 0.45% 88

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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Columbus Circle Investors's JPM Position: Q2 2020 in Review

Columbus Circle Investors sold out of JPMorgan Chase (JPM) in Q2 2020, closing a stake of 41,178 shares — an estimated $3.71M sold.

Columbus Circle Investors first reported a position in JPM in Q4 2019 and held it in 2 quarters. The position peaked at $10.5M in Q4 2019. 2,847 funds tracked by Wall St. Rank hold JPM as of Q2 2020.

  • Columbus Circle Investors reported no remaining JPMorgan Chase position as of Q2 2020 after selling out during the quarter.
  • Columbus Circle Investors sold 41,178 JPMorgan Chase shares in Q2 2020, an estimated $3.71M.
  • Columbus Circle Investors first reported a position in JPMorgan Chase in Q4 2019 and held it in 2 quarters.
  • Columbus Circle Investors's JPMorgan Chase position peaked at $10.5M in Q4 2019.
  • 2,847 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2020.

Based on Columbus Circle Investors's 13F filing for Q2 2020, filed 27 Jul 2020.