Fiduciary Financial Services of The Southwest’s JPMorgan Chase JPM Stock Holding History

Fiduciary Financial Services of The Southwest’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 Q4	$1.3M	Buy	9,328 +520	+6%	+$66.7K	0.34%	74
2019 Q3	$1.04M	Sell	8,808 -21	-0.2%	-$2.38K	0.28%	84
2019 Q2	$987K	Sell	8,829 -372	-4%	-$41K	0.28%	86
2019 Q1	$931K	Sell	9,201 -4,899	-35%	-$505K	0.27%	89
2018 Q4	$1.38M	Sell	14,100 -277	-2%	-$29.5K	0.43%	61
2018 Q3	$1.62M	Buy	14,377 +683	+5%	+$77.5K	0.45%	61
2018 Q2	$1.43M	Buy	13,694 +109	+0.8%	+$12K	0.43%	65
2018 Q1	$1.49M	Buy	13,585 +6,701	+97%	+$759K	0.46%	62
2017 Q4	$736K	Buy	+6,884	New	+$697K	0.22%	102

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fiduciary Financial Services of The Southwest's JPM Position: Q4 2019 in Review

Fiduciary Financial Services of The Southwest increased its JPMorgan Chase (JPM) stake by 5.9% in Q4 2019, buying an estimated $66.7K and bringing the position to 9,328 shares worth $1.3M. The position accounts for 0.34% of the portfolio, ranked #74.

Fiduciary Financial Services of The Southwest first reported a position in JPM in Q4 2017 and has held it in 9 quarters since. The position peaked at $1.62M in Q3 2018. 2,892 funds tracked by Wall St. Rank hold JPM as of Q4 2019.

Fiduciary Financial Services of The Southwest held 9,328 shares of JPMorgan Chase worth $1.3M as of Q4 2019.
Fiduciary Financial Services of The Southwest bought 520 JPMorgan Chase shares in Q4 2019, an estimated $66.7K.
JPMorgan Chase made up 0.34% of Fiduciary Financial Services of The Southwest's portfolio in Q4 2019, its #74 holding.
Fiduciary Financial Services of The Southwest first reported a position in JPMorgan Chase in Q4 2017 and has held it in 9 quarters since.
Fiduciary Financial Services of The Southwest's JPMorgan Chase position peaked at $1.62M in Q3 2018.
2,892 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2019.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q4 2019, filed 11 Feb 2020.