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Coronation Fund Managers’s JPMorgan Chase JPM Stock Holding History

Coronation Fund Managers’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
Q3 		– Sell
-9,868
Closed -$1.1M – 132
2019
Q2 		$1.1M Sell
9,868
-66,904
-87% -$7.38M 0.04% 111
2019
Q1 		$7.77M Buy
76,772
+58,651
+324% +$6.04M 0.29% 51
2018
Q4 		$1.77M Hold
18,121
– – 0.08% 58
2018
Q3 		$2.04M Sell
18,121
-57,072
-76% -$6.48M 0.09% 56
2018
Q2 		$7.83M Sell
75,193
-33,142
-31% -$3.64M 0.31% 48
2018
Q1 		$11.9M Sell
108,335
-2,910
-3% -$329K 0.47% 43
2017
Q4 		$11.9M Sell
111,245
-55,210
-33% -$5.59M 0.38% 49
2017
Q3 		$15.9M Sell
166,455
-2,297
-1% -$212K 0.47% 45
2017
Q2 		$15.4M Sell
168,752
-2,013
-1% -$174K 0.48% 47
2017
Q1 		$15M Sell
170,765
-76,946
-31% -$6.79M 0.52% 43
2016
Q4 		$21.4M Buy
247,711
+43,128
+21% +$3.29M 0.78% 34
2016
Q3 		$13.6M Buy
204,583
+47,341
+30% +$3.09M 0.5% 48
2016
Q2 		$9.77M Buy
+157,242
New +$9.82M 0.43% 46

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

Coronation Fund Managers's JPM Position: Q3 2019 in Review

Coronation Fund Managers sold out of JPMorgan Chase (JPM) in Q3 2019, closing a stake of 9,868 shares — an estimated $1.1M sold.

Coronation Fund Managers first reported a position in JPM in Q2 2016 and held it in 13 quarters. The position peaked at $21.4M in Q4 2016. 2,608 funds tracked by Wall St. Rank hold JPM as of Q3 2019.

  • Coronation Fund Managers reported no remaining JPMorgan Chase position as of Q3 2019 after selling out during the quarter.
  • Coronation Fund Managers sold 9,868 JPMorgan Chase shares in Q3 2019, an estimated $1.1M.
  • Coronation Fund Managers first reported a position in JPMorgan Chase in Q2 2016 and held it in 13 quarters.
  • Coronation Fund Managers's JPMorgan Chase position peaked at $21.4M in Q4 2016.
  • 2,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2019.

Based on Coronation Fund Managers's 13F filing for Q3 2019, filed 1 Nov 2019.