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Cowen Inc’s JPMorgan Chase JPM Stock Holding History

Cowen Inc’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
Q2 		$71K Buy
+22,500
New +$2.48M 0.01% 315
2018
Q1 		– Sell
-2,600
Closed -$278K – 241
2017
Q4 		$278K Buy
+2,600
New +$263K ﹤0.01% 240
2017
Q1 		– Sell
-5,000
Closed -$431K – 267
2016
Q4 		$431K Buy
+5,000
New +$381K 0.02% 197
2016
Q2 		– Sell
-35,000
Closed -$2.06M – 254
2016
Q1 		$2.06M Buy
+35,000
New +$2.04M 0.08% 110

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cowen Inc's JPM Position: Q2 2019 in Review

Cowen Inc opened a new position in JPMorgan Chase (JPM) in Q2 2019: 41,400 shares worth $4.63M. The stake represents 0.33% of the portfolio and ranks #57 among its holdings. This is a return to the name: Cowen Inc previously reported a position in JPM as recently as Q4 2016.

Cowen Inc first reported a position in JPM in Q2 2013 and has held it in 4 quarters since. The position peaked at $6.84M in Q2 2013. 2,634 funds tracked by Wall St. Rank hold JPM as of Q2 2019.

  • Cowen Inc held 41,400 shares of JPMorgan Chase worth $4.63M as of Q2 2019.
  • JPMorgan Chase was a new Cowen Inc position in Q2 2019.
  • JPMorgan Chase made up 0.33% of Cowen Inc's portfolio in Q2 2019, its #57 holding.
  • Cowen Inc first reported a position in JPMorgan Chase in Q2 2013 and has held it in 4 quarters since.
  • Cowen Inc's JPMorgan Chase position peaked at $6.84M in Q2 2013.
  • 2,634 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2019.

Based on Cowen Inc's 13F filing for Q2 2019, filed 14 Aug 2019.