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FCG Advisors’s JPMorgan Chase JPM Stock Holding History

FCG 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
Q3 		$2.79M Buy
29,033
+885
+3% +$86.9K 0.66% 27
2020
Q2 		$2.65M Sell
28,148
-26
-0.1% -$2.47K 0.69% 27
2020
Q1 		$2.54M Buy
28,174
+126
+0.4% +$15.3K 0.72% 30
2019
Q4 		$3.91M Sell
28,048
-1,111
-4% -$142K 1.12% 15
2019
Q3 		$3.43M Sell
29,159
-436
-1% -$49.3K 1.05% 18
2019
Q2 		$3.31M Sell
29,595
-90
-0.3% -$9.92K 1.04% 17
2019
Q1 		$3M Buy
29,685
+191
+0.6% +$19.7K 0.99% 19
2018
Q4 		$2.88M Buy
29,494
+44
+0.1% +$4.69K 1.1% 18
2018
Q3 		$3.32M Sell
29,450
-276
-0.9% -$31.3K 1.14% 17
2018
Q2 		$3.1M Sell
29,726
-2,220
-7% -$244K 1.12% 18
2018
Q1 		$3.51M Buy
31,946
+1,170
+4% +$132K 1.21% 18
2017
Q4 		$3.2M Buy
30,776
+20
+0.1% +$2.02K 1.19% 18
2017
Q3 		$2.94M Sell
30,756
-2,813
-8% -$259K 1.09% 18
2017
Q2 		$3.07M Buy
33,569
+2,070
+7% +$179K 1.03% 19
2017
Q1 		$2.74M Buy
31,499
+545
+2% +$48.1K 1.11% 17
2016
Q4 		$2.67M Sell
30,954
-2,288
-7% -$174K 1.2% 18
2016
Q3 		$2.21M Buy
33,242
+1,711
+5% +$112K 0.68% 27
2016
Q2 		$1.96M Buy
31,531
+2,504
+9% +$156K 0.61% 29
2016
Q1 		$1.72M Buy
29,027
+263
+0.9% +$15.4K 0.6% 28
2015
Q4 		$1.9M Sell
28,764
-4
-0% -$260 1.14% 21
2015
Q3 		$1.63M Buy
28,768
+2,088
+8% +$137K 1.34% 18
2015
Q2 		$1.81M Sell
26,680
-5,261
-16% -$343K 1.42% 18
2015
Q1 		$1.94M Sell
31,941
-775
-2% -$45.9K 0.99% 21
2014
Q4 		$1.99M Sell
32,716
-2,965
-8% -$178K 0.98% 22
2014
Q3 		$1.88M Buy
35,681
+4,437
+14% +$259K 1.24% 21
2014
Q2 		$1.79M Sell
31,244
-784
-2% -$44.1K 1.35% 19
2014
Q1 		$1.94M Sell
32,028
-308
-1% -$17.8K 1.38% 21
2013
Q4 		$1.91M Sell
32,336
-1,219
-4% -$66.8K 1.29% 20
2013
Q3 		$1.73M Sell
33,555
-511
-2% -$27.4K 1.23% 21
2013
Q2 		$1.8M Buy
+34,066
New +$1.73M 1.46% 21

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

FCG Advisors's JPM Position: Q3 2020 in Review

FCG Advisors increased its JPMorgan Chase (JPM) stake by 3.1% in Q3 2020, buying an estimated $86.9K and bringing the position to 29,033 shares worth $2.79M. The position accounts for 0.66% of the portfolio, ranked #27.

FCG Advisors first reported a position in JPM in Q2 2013 and has held it in 30 quarters since. The position peaked at $3.91M in Q4 2019. 2,826 funds tracked by Wall St. Rank hold JPM as of Q3 2020.

  • FCG Advisors held 29,033 shares of JPMorgan Chase worth $2.79M as of Q3 2020.
  • FCG Advisors bought 885 JPMorgan Chase shares in Q3 2020, an estimated $86.9K.
  • JPMorgan Chase made up 0.66% of FCG Advisors's portfolio in Q3 2020, its #27 holding.
  • FCG Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 30 quarters since.
  • FCG Advisors's JPMorgan Chase position peaked at $3.91M in Q4 2019.
  • 2,826 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2020.

Based on FCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.