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Errol M. Rudman’s JPMorgan Chase JPM Stock Holding History

Errol M. Rudman’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
Q2 		– Sell
-47,110
Closed -$4.77M – 10
2019
Q1 		$4.77M Buy
47,110
+8,000
+20% +$824K 3.22% 8
2018
Q4 		$3.82M Sell
39,110
-15,890
-29% -$1.69M 2.66% 12
2018
Q3 		$6.21M Buy
+55,000
New +$6.24M 2.32% 13
2018
Q1 		– Sell
-16,000
Closed -$1.71M – 46
2017
Q4 		$1.71M Buy
+16,000
New +$1.62M 0.83% 35
2017
Q3 		– Sell
-10,000
Closed -$914K – 42
2017
Q2 		$914K Buy
+10,000
New +$863K 0.46% 36
2016
Q1 		– Sell
-10,400
Closed -$687K – 32
2015
Q4 		$687K Sell
10,400
-1,250
-11% -$81.4K 0.26% 35
2015
Q3 		$710K Hold
11,650
– – 0.28% 37
2015
Q2 		$789K Hold
11,650
– – 0.27% 41
2015
Q1 		$706K Sell
11,650
-4,300
-27% -$255K 0.24% 42
2014
Q4 		$998K Sell
15,950
-20,000
-56% -$1.2M 0.41% 36
2014
Q3 		$2.17M Hold
35,950
– – 1.09% 31
2014
Q2 		$2.07M Sell
35,950
-36,800
-51% -$2.07M 1.05% 33
2014
Q1 		$4.42M Hold
72,750
– – 2.56% 17
2013
Q4 		$4.25M Buy
72,750
+19,500
+37% +$1.07M 2.54% 17
2013
Q3 		$2.75M Buy
53,250
+49,330
+1,258% +$2.65M 1.9% 23
2013
Q2 		$207K Buy
+3,920
New +$199K 0.17% 30

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

Errol M. Rudman's JPM Position: Q2 2019 in Review

Errol M. Rudman sold out of JPMorgan Chase (JPM) in Q2 2019, closing a stake of 47,110 shares — an estimated $4.77M sold.

Errol M. Rudman first reported a position in JPM in Q2 2013 and held it in 16 quarters. The position peaked at $6.21M in Q3 2018. 2,635 funds tracked by Wall St. Rank hold JPM as of Q2 2019.

  • Errol M. Rudman reported no remaining JPMorgan Chase position as of Q2 2019 after selling out during the quarter.
  • Errol M. Rudman sold 47,110 JPMorgan Chase shares in Q2 2019, an estimated $4.77M.
  • Errol M. Rudman first reported a position in JPMorgan Chase in Q2 2013 and held it in 16 quarters.
  • Errol M. Rudman's JPMorgan Chase position peaked at $6.21M in Q3 2018.
  • 2,635 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2019.

Based on Errol M. Rudman's 13F filing for Q2 2019.