Dynamic Capital Management’s JPMorgan Chase JPM Stock Holding History

Dynamic 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
2019 Q3	–	Sell	-2,377	Closed	-$266K	–	56
2019 Q2	$266K	Buy	+2,377	New	+$262K	1.32%	27
2018 Q4	–	Sell	-4,150	Closed	-$468K	–	68
2018 Q3	$468K	Buy	+4,150	New	+$471K	0.63%	39
2018 Q1	–	Sell	-11,663	Closed	-$1.25M	–	172
2017 Q4	$1.25M	Buy	+11,663	New	+$1.18M	0.43%	58
2016 Q4	–	Sell	-16,000	Closed	-$1.06M	–	416
2016 Q3	$1.06M	Buy	+16,000	New	+$1.04M	0.14%	226
2016 Q2	–	Sell	-5,600	Closed	-$332K	–	448
2016 Q1	$332K	Buy	5,600 +1,649	+42%	+$96.3K	0.12%	230
2015 Q4	$261K	Buy	+3,951	New	+$257K	0.12%	280
2014 Q1	–	Sell	-5,026	Closed	-$294K	–	456
2013 Q4	$294K	Sell	5,026 -19,722	-80%	-$1.08M	0.06%	356
2013 Q3	$1.28M	Buy	+24,748	New	+$1.33M	0.29%	105

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

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

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

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

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

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

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

Dynamic Capital Management's JPM Position: Q3 2019 in Review

Dynamic Capital Management sold out of JPMorgan Chase (JPM) in Q3 2019, closing a stake of 2,377 shares — an estimated $266K sold.

Dynamic Capital Management first reported a position in JPM in Q3 2013 and held it in 8 quarters. The position peaked at $1.28M in Q3 2013. 2,608 funds tracked by Wall St. Rank hold JPM as of Q3 2019.

Dynamic Capital Management reported no remaining JPMorgan Chase position as of Q3 2019 after selling out during the quarter.
Dynamic Capital Management sold 2,377 JPMorgan Chase shares in Q3 2019, an estimated $266K.
Dynamic Capital Management first reported a position in JPMorgan Chase in Q3 2013 and held it in 8 quarters.
Dynamic Capital Management's JPMorgan Chase position peaked at $1.28M in Q3 2013.
2,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2019.

Based on Dynamic Capital Management's 13F filing for Q3 2019, filed 28 Oct 2019.