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Crow Point Partners’s JPMorgan Chase JPM Stock Holding History

Crow Point Partners’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 		– Sell
-16,901
Closed -$1.99M – 107
2019
Q3 		$1.99M Buy
+16,901
New +$1.91M 0.29% 50
2018
Q2 		– Sell
-834
Closed -$92K – 180
2018
Q1 		$92K Buy
+834
New +$94.4K 0.02% 141

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Crow Point Partners's JPM Position: Q4 2019 in Review

Crow Point Partners sold out of JPMorgan Chase (JPM) in Q4 2019, closing a stake of 16,901 shares — an estimated $1.99M sold.

Crow Point Partners first reported a position in JPM in Q1 2018 and held it in 2 quarters. The position peaked at $1.99M in Q3 2019. 2,892 funds tracked by Wall St. Rank hold JPM as of Q4 2019.

  • Crow Point Partners reported no remaining JPMorgan Chase position as of Q4 2019 after selling out during the quarter.
  • Crow Point Partners sold 16,901 JPMorgan Chase shares in Q4 2019, an estimated $1.99M.
  • Crow Point Partners first reported a position in JPMorgan Chase in Q1 2018 and held it in 2 quarters.
  • Crow Point Partners's JPMorgan Chase position peaked at $1.99M in Q3 2019.
  • 2,892 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2019.

Based on Crow Point Partners's 13F filing for Q4 2019, filed 14 Feb 2020.