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CWH Capital Management’s JPMorgan Chase JPM Stock Holding History

CWH 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
Q4 		$5.52M Sell
43,419
-1,168
-3% -$131K 2.32% 15
2020
Q3 		$4.29M Sell
44,587
-857
-2% -$84.2K 1.95% 18
2020
Q2 		$4.27M Sell
45,444
-2,920
-6% -$277K 2.08% 18
2020
Q1 		$4.35M Sell
48,364
-3,495
-7% -$425K 2.29% 19
2019
Q4 		$7.23M Sell
51,859
-441
-0.8% -$56.6K 2.89% 12
2019
Q3 		$6.16M Sell
52,300
-92
-0.2% -$10.4K 2.44% 13
2019
Q2 		$5.86M Sell
52,392
-1,619
-3% -$179K 2.38% 15
2019
Q1 		$5.47M Sell
54,011
-2,091
-4% -$215K 2.3% 17
2018
Q4 		$5.48M Buy
56,102
+308
+0.6% +$32.8K 2.68% 16
2018
Q3 		$6.3M Sell
55,794
-1,508
-3% -$171K 2.91% 11
2018
Q2 		$5.97M Sell
57,302
-12,733
-18% -$1.4M 2.7% 11
2018
Q1 		$7.7M Sell
70,035
-725
-1% -$82.1K 3.65% 9
2017
Q4 		$7.57M Sell
70,760
-1,240
-2% -$126K 3.55% 8
2017
Q3 		$6.88M Sell
72,000
-40
-0.1% -$3.69K 3.37% 10
2017
Q2 		$6.58M Buy
72,040
+1,178
+2% +$102K 3.45% 7
2017
Q1 		$6.22M Sell
70,862
-265
-0.4% -$23.4K 3.24% 7
2016
Q4 		$6.14M Sell
71,127
-255
-0.4% -$19.4K 3.73% 7
2016
Q3 		$4.75M Buy
71,382
+65
+0.1% +$4.24K 3.29% 9
2016
Q2 		$4.43M Buy
71,317
+85
+0.1% +$5.31K 3.21% 10
2016
Q1 		$4.22M Buy
71,232
+1,698
+2% +$99.2K 2.99% 10
2015
Q4 		$4.59M Buy
69,534
+650
+0.9% +$42.3K 2.96% 11
2015
Q3 		$4.2M Buy
68,884
+32,896
+91% +$2.15M 2.82% 13
2015
Q2 		$2.44M Sell
35,988
-1,556
-4% -$102K 1.44% 26
2015
Q1 		$2.27M Sell
37,544
-158
-0.4% -$9.36K 1.39% 27
2014
Q4 		$2.36M Sell
37,702
-915
-2% -$55.1K 1.54% 27
2014
Q3 		$2.33M Buy
38,617
+712
+2% +$41.6K 1.81% 24
2014
Q2 		$2.18M Sell
37,905
-35,276
-48% -$1.98M 1.82% 23
2014
Q1 		$4.44M Buy
73,181
+247
+0.3% +$14.3K 3.66% 7
2013
Q4 		$4.26M Buy
+72,934
New +$4M 3.66% 6

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CWH Capital Management's JPM Position: Q4 2020 in Review

CWH Capital Management reduced its JPMorgan Chase (JPM) stake by 2.6% in Q4 2020, selling an estimated $131K and leaving 43,419 shares worth $5.52M. The position accounts for 2.32% of the portfolio, ranked #15.

CWH Capital Management first reported a position in JPM in Q4 2013 and has held it in 29 quarters since. The position peaked at $7.7M in Q1 2018. 3,126 funds tracked by Wall St. Rank hold JPM as of Q4 2020.

  • CWH Capital Management held 43,419 shares of JPMorgan Chase worth $5.52M as of Q4 2020.
  • CWH Capital Management sold 1,168 JPMorgan Chase shares in Q4 2020, an estimated $131K.
  • JPMorgan Chase made up 2.32% of CWH Capital Management's portfolio in Q4 2020, its #15 holding.
  • CWH Capital Management first reported a position in JPMorgan Chase in Q4 2013 and has held it in 29 quarters since.
  • CWH Capital Management's JPMorgan Chase position peaked at $7.7M in Q1 2018.
  • 3,126 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2020.

Based on CWH Capital Management's 13F filing for Q4 2020, filed 2 Feb 2021.