Delphi Private Advisors’s JPMorgan Chase JPM Stock Holding History

Delphi Private 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
2018 Q4	–	Sell	-660	Closed	-$74K	–	58
2018 Q3	$74K	Hold	660	–	–	0.25%	26
2018 Q2	$69K	Hold	660	–	–	0.23%	30
2018 Q1	$73K	Hold	660	–	–	0.29%	27
2017 Q4	$71K	Hold	660	–	–	0.17%	55
2017 Q3	$63K	Hold	660	–	–	0.18%	25
2017 Q2	$60K	Hold	660	–	–	0.12%	32
2017 Q1	$58K	Sell	660 -390	-37%	-$34.4K	0.11%	30
2016 Q4	$91K	Sell	1,050 -212	-17%	-$16.2K	0.16%	28
2016 Q3	$84K	Sell	1,262 -492	-28%	-$32.1K	0.15%	27
2016 Q2	$109K	Sell	1,754 -250	-12%	-$15.6K	0.2%	26
2016 Q1	$119K	Buy	2,004 +162	+9%	+$9.46K	0.21%	24
2015 Q4	$122K	Buy	+1,842	New	+$120K	0.21%	27

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

Delphi Private Advisors's JPM Position: Q4 2018 in Review

Delphi Private Advisors sold out of JPMorgan Chase (JPM) in Q4 2018, closing a stake of 660 shares — an estimated $74K sold.

Delphi Private Advisors first reported a position in JPM in Q4 2015 and held it in 12 quarters. The position peaked at $122K in Q4 2015. 2,596 funds tracked by Wall St. Rank hold JPM as of Q4 2018.

Delphi Private Advisors reported no remaining JPMorgan Chase position as of Q4 2018 after selling out during the quarter.
Delphi Private Advisors sold 660 JPMorgan Chase shares in Q4 2018, an estimated $74K.
Delphi Private Advisors first reported a position in JPMorgan Chase in Q4 2015 and held it in 12 quarters.
Delphi Private Advisors's JPMorgan Chase position peaked at $122K in Q4 2015.
2,596 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.

Based on Delphi Private Advisors's 13F filing for Q4 2018, filed 17 Jan 2019.