Cue Advisory Services’s JPMorgan Chase JPM Stock Holding History

Cue Advisory Services’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
2018 Q4	–	Sell	-12,806	Closed	-$1.45M	–	73
2018 Q3	$1.45M	Buy	12,806 +4,226	+49%	+$480K	0.87%	43
2018 Q2	$894K	Buy	8,580 +158	+2%	+$17.3K	0.55%	67
2018 Q1	$926K	Buy	8,422 +1,234	+17%	+$140K	0.61%	63
2017 Q4	$769K	Sell	7,188 -110	-2%	-$11.1K	0.51%	76
2017 Q3	$697K	Buy	7,298 +2,341	+47%	+$216K	0.48%	77
2017 Q2	$453K	Buy	4,957 +2,182	+79%	+$188K	0.33%	106
2017 Q1	$244K	Sell	2,775 -327	-11%	-$28.8K	0.18%	138
2016 Q4	$268K	Buy	+3,102	New	+$237K	0.22%	126

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cue Advisory Services's JPM Position: Q4 2018 in Review

Cue Advisory Services sold out of JPMorgan Chase (JPM) in Q4 2018, closing a stake of 12,806 shares — an estimated $1.45M sold.

Cue Advisory Services first reported a position in JPM in Q4 2016 and held it in 8 quarters. The position peaked at $1.45M in Q3 2018. 2,596 funds tracked by Wall St. Rank hold JPM as of Q4 2018.

Cue Advisory Services reported no remaining JPMorgan Chase position as of Q4 2018 after selling out during the quarter.
Cue Advisory Services sold 12,806 JPMorgan Chase shares in Q4 2018, an estimated $1.45M.
Cue Advisory Services first reported a position in JPMorgan Chase in Q4 2016 and held it in 8 quarters.
Cue Advisory Services's JPMorgan Chase position peaked at $1.45M in Q3 2018.
2,596 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.

Based on Cue Advisory Services's 13F filing for Q4 2018.