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Endeavour Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Endeavour Capital 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
2020
Q1 		– Sell
-137,481
Closed -$19.2M – 57
2019
Q4 		$19.2M Sell
137,481
-8,674
-6% -$1.11M 3% 12
2019
Q3 		$17.2M Sell
146,155
-67,161
-31% -$7.6M 2.69% 16
2019
Q2 		$23.8M Sell
213,316
-8,117
-4% -$895K 3.53% 11
2019
Q1 		$22.4M Buy
221,433
+35,405
+19% +$3.65M 3.93% 12
2018
Q4 		$18.2M Buy
186,028
+37,452
+25% +$3.99M 2.99% 13
2018
Q3 		$16.8M Sell
148,576
-38,907
-21% -$4.42M 2.32% 19
2018
Q2 		$19.5M Hold
187,483
– – 3.15% 9
2018
Q1 		$20.6M Buy
187,483
+184,975
+7,375% +$20.9M 3.37% 10
2017
Q4 		$268K Hold
2,508
– – 0.11% 34
2017
Q3 		$240K Hold
2,508
– – 0.09% 29
2017
Q2 		$229K Hold
2,508
– – 0.1% 36
2017
Q1 		$220K Sell
2,508
-1,020,065
-100% -$90M 0.1% 50
2016
Q4 		$88.2M Sell
1,022,573
-1,503
-0.1% -$115K 5.51% 1
2016
Q3 		$68.2M Hold
1,024,076
– – 5.1% 1
2016
Q2 		$63.6M Hold
1,024,076
– – 4.76% 2
2016
Q1 		$60.6M Sell
1,024,076
-456
-0% -$26.6K 4.82% 2
2015
Q4 		$67.7M Buy
1,024,532
+76,923
+8% +$5.01M 4.93% 2
2015
Q3 		$57.8M Hold
947,609
– – 4.28% 2
2015
Q2 		$64.2M Sell
947,609
-330,750
-26% -$21.6M 4.62% 2
2015
Q1 		$77.4M Hold
1,278,359
– – 6.12% 1
2014
Q4 		$80M Buy
1,278,359
+695,095
+119% +$41.8M 6.24% 1
2014
Q3 		$35.1M Hold
583,264
– – 4.1% 1
2014
Q2 		$33.6M Hold
583,264
– – 3.93% 2
2014
Q1 		$35.4M Hold
583,264
– – 4.28% 1
2013
Q4 		$34.1M Buy
583,264
+43,600
+8% +$2.39M 4.3% 1
2013
Q3 		$27.9M Hold
539,664
– – 3.67% 3
2013
Q2 		$28.5M Buy
+539,664
New +$27.4M 4.29% 3

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Endeavour Capital Advisors's JPM Position: Q1 2020 in Review

Endeavour Capital Advisors sold out of JPMorgan Chase (JPM) in Q1 2020, closing a stake of 137,481 shares — an estimated $19.2M sold.

Endeavour Capital Advisors first reported a position in JPM in Q2 2013 and held it in 27 quarters. The position peaked at $88.2M in Q4 2016. 2,784 funds tracked by Wall St. Rank hold JPM as of Q1 2020.

  • Endeavour Capital Advisors reported no remaining JPMorgan Chase position as of Q1 2020 after selling out during the quarter.
  • Endeavour Capital Advisors sold 137,481 JPMorgan Chase shares in Q1 2020, an estimated $19.2M.
  • Endeavour Capital Advisors first reported a position in JPMorgan Chase in Q2 2013 and held it in 27 quarters.
  • Endeavour Capital Advisors's JPMorgan Chase position peaked at $88.2M in Q4 2016.
  • 2,784 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2020.

Based on Endeavour Capital Advisors's 13F filing for Q1 2020, filed 15 May 2020.