CXI Advisors’s JPMorgan Chase JPM Stock Holding History

CXI Advisors’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	$16K	Buy	+117	New	+$15K	0.04%	72

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CXI Advisors's JPM Position: Q4 2019 in Review

CXI Advisors opened a new position in JPMorgan Chase (JPM) in Q4 2019: 117 shares worth $16K. The stake represents 0.04% of the portfolio and ranks #72 among its holdings.

2,892 funds tracked by Wall St. Rank hold JPM as of Q4 2019.

CXI Advisors held 117 shares of JPMorgan Chase worth $16K as of Q4 2019.
JPMorgan Chase was a new CXI Advisors position in Q4 2019.
JPMorgan Chase made up 0.04% of CXI Advisors's portfolio in Q4 2019, its #72 holding.
2,892 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.