CCM
JPM icon

Cox Capital Management’s JPMorgan Chase JPM Stock Holding History

Cox Capital Management’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
-11,053
Closed -$1.54M – 141
2020
Q1 		$1.54M Hold
11,053
– – 1.34% 36
2019
Q4 		$1.54M Buy
+11,053
New +$1.42M 1.4% 36

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

Cox Capital Management's JPM Position: Q2 2020 in Review

Cox Capital Management sold out of JPMorgan Chase (JPM) in Q2 2020, closing a stake of 11,053 shares — an estimated $1.54M sold.

Cox Capital Management first reported a position in JPM in Q4 2019 and held it in 2 quarters. The position peaked at $1.54M in Q1 2020. 2,847 funds tracked by Wall St. Rank hold JPM as of Q2 2020.

  • Cox Capital Management reported no remaining JPMorgan Chase position as of Q2 2020 after selling out during the quarter.
  • Cox Capital Management sold 11,053 JPMorgan Chase shares in Q2 2020, an estimated $1.54M.
  • Cox Capital Management first reported a position in JPMorgan Chase in Q4 2019 and held it in 2 quarters.
  • Cox Capital Management's JPMorgan Chase position peaked at $1.54M in Q1 2020.
  • 2,847 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2020.

Based on Cox Capital Management's 13F filing for Q2 2020, filed 1 Jul 2020.