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ETrade Capital Management’s JPMorgan Chase JPM Stock Holding History

ETrade 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
2020
Q3 		$5.38M Buy
55,917
+7,329
+15% +$720K 0.1% 101
2020
Q2 		$4.57M Sell
48,588
-6,948
-13% -$659K 0.1% 110
2020
Q1 		$5M Sell
55,536
-555
-1% -$67.4K 0.13% 87
2019
Q4 		$7.82M Buy
56,091
+2,099
+4% +$269K 0.18% 64
2019
Q3 		$6.36M Sell
53,992
-24,160
-31% -$2.73M 0.16% 76
2019
Q2 		$8.74M Buy
78,152
+1,843
+2% +$203K 0.24% 41
2019
Q1 		$7.72M Sell
76,309
-21,381
-22% -$2.2M 0.22% 43
2018
Q4 		$9.54M Sell
97,690
-7,823
-7% -$834K 0.31% 32
2018
Q3 		$11.9M Buy
105,513
+6,615
+7% +$751K 0.34% 29
2018
Q2 		$10.3M Buy
98,898
+3,345
+4% +$367K 0.32% 31
2018
Q1 		$10.5M Sell
95,553
-14,173
-13% -$1.6M 0.34% 30
2017
Q4 		$11.7M Buy
109,726
+21,574
+24% +$2.18M 0.38% 25
2017
Q3 		$8.42M Buy
88,152
+3,513
+4% +$324K 0.3% 27
2017
Q2 		$7.74M Buy
84,639
+6,079
+8% +$525K 0.3% 26
2017
Q1 		$6.9M Buy
78,560
+12,673
+19% +$1.12M 0.28% 29
2016
Q4 		$5.68M Buy
65,887
+8,436
+15% +$643K 0.26% 35
2016
Q3 		$3.83M Buy
57,451
+1,216
+2% +$79.3K 0.19% 64
2016
Q2 		$3.49M Sell
56,235
-1,882
-3% -$118K 0.19% 60
2016
Q1 		$3.44M Buy
58,117
+6,390
+12% +$373K 0.2% 53
2015
Q4 		$3.42M Buy
51,727
+1,074
+2% +$69.9K 0.2% 51
2015
Q3 		$3.09M Buy
50,653
+178
+0.4% +$11.7K 0.19% 55
2015
Q2 		$3.42M Sell
50,475
-1,862
-4% -$122K 0.2% 49
2015
Q1 		$3.17M Buy
52,337
+1,068
+2% +$63.2K 0.19% 51
2014
Q4 		$3.21M Sell
51,269
-11,432
-18% -$688K 0.2% 50
2014
Q3 		$3.78M Sell
62,701
-4,137
-6% -$242K 0.25% 39
2014
Q2 		$3.85M Buy
66,838
+901
+1% +$50.7K 0.26% 37
2014
Q1 		$4M Buy
65,937
+2,452
+4% +$142K 0.29% 32
2013
Q4 		$3.71M Buy
63,485
+10,501
+20% +$575K 0.29% 34
2013
Q3 		$2.74M Buy
52,984
+9,996
+23% +$536K 0.25% 36
2013
Q2 		$2.27M Buy
+42,988
New +$2.19M 0.24% 33

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ETrade Capital Management's JPM Position: Q3 2020 in Review

ETrade Capital Management increased its JPMorgan Chase (JPM) stake by 15% in Q3 2020, buying an estimated $720K and bringing the position to 55,917 shares worth $5.38M. The position accounts for 0.1% of the portfolio, ranked #101.

ETrade Capital Management first reported a position in JPM in Q2 2013 and has held it in 30 quarters since. The position peaked at $11.9M in Q3 2018. 2,827 funds tracked by Wall St. Rank hold JPM as of Q3 2020.

  • ETrade Capital Management held 55,917 shares of JPMorgan Chase worth $5.38M as of Q3 2020.
  • ETrade Capital Management bought 7,329 JPMorgan Chase shares in Q3 2020, an estimated $720K.
  • JPMorgan Chase made up 0.1% of ETrade Capital Management's portfolio in Q3 2020, its #101 holding.
  • ETrade Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 30 quarters since.
  • ETrade Capital Management's JPMorgan Chase position peaked at $11.9M in Q3 2018.
  • 2,827 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2020.

Based on ETrade Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.