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Edge Advisors’s JPMorgan Chase JPM Stock Holding History

Edge 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
Q2 		$2.57M Sell
24,668
-250
-1% -$27.4K 0.23% 101
2018
Q1 		$2.74M Buy
24,918
+1,685
+7% +$191K 0.26% 96
2017
Q4 		$2.48M Sell
23,233
-50
-0.2% -$5.06K 0.24% 102
2017
Q3 		$2.22M Buy
23,283
+664
+3% +$61.2K 0.24% 99
2017
Q2 		$2.07M Buy
22,619
+253
+1% +$21.8K 0.24% 102
2017
Q1 		$1.96M Buy
22,366
+2,985
+15% +$263K 0.24% 93
2016
Q4 		$1.67M Buy
+19,381
New +$1.48M 0.21% 113

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Edge Advisors's JPM Position: Q2 2018 in Review

Edge Advisors reduced its JPMorgan Chase (JPM) stake by 1% in Q2 2018, selling an estimated $27.4K and leaving 24,668 shares worth $2.57M. The position accounts for 0.23% of the portfolio, ranked #101.

Edge Advisors first reported a position in JPM in Q4 2016 and has held it in 7 quarters since. The position peaked at $2.74M in Q1 2018. 2,436 funds tracked by Wall St. Rank hold JPM as of Q2 2018.

  • Edge Advisors held 24,668 shares of JPMorgan Chase worth $2.57M as of Q2 2018.
  • Edge Advisors sold 250 JPMorgan Chase shares in Q2 2018, an estimated $27.4K.
  • JPMorgan Chase made up 0.23% of Edge Advisors's portfolio in Q2 2018, its #101 holding.
  • Edge Advisors first reported a position in JPMorgan Chase in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's JPMorgan Chase position peaked at $2.74M in Q1 2018.
  • 2,436 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.