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Fiduciary Trust International of Pennsylvania’s JPMorgan Chase JPM Stock Holding History

Fiduciary Trust International of Pennsylvania’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 		$37.5M Buy
416,488
+15,042
+4% +$1.83M 1.75% 11
2019
Q4 		$56M Buy
401,446
+13,749
+4% +$1.76M 2.08% 6
2019
Q3 		$45.6M Buy
387,697
+13,868
+4% +$1.57M 1.82% 10
2019
Q2 		$41.8M Buy
373,829
+12,306
+3% +$1.36M 1.71% 9
2019
Q1 		$36.6M Sell
361,523
-17,766
-5% -$1.83M 1.56% 12
2018
Q4 		$37M Buy
379,289
+38,006
+11% +$4.05M 1.84% 8
2018
Q3 		$38.5M Buy
341,283
+857
+0.3% +$97.3K 1.6% 10
2018
Q2 		$35.5M Buy
340,426
+2,438
+0.7% +$267K 1.59% 9
2018
Q1 		$37.2M Sell
337,988
-6,894
-2% -$781K 1.73% 8
2017
Q4 		$36.9M Buy
344,882
+7,779
+2% +$788K 1.65% 8
2017
Q3 		$32.2M Buy
337,103
+7,406
+2% +$683K 1.55% 9
2017
Q2 		$30.1M Buy
329,697
+59,415
+22% +$5.13M 1.49% 8
2017
Q1 		$23.7M Sell
270,282
-1,486
-0.5% -$131K 1.79% 9
2016
Q4 		$23.5M Buy
271,768
+22,466
+9% +$1.71M 1.86% 8
2016
Q3 		$16.6M Buy
249,302
+53,940
+28% +$3.52M 1.34% 18
2016
Q2 		$12.1M Sell
195,362
-994
-0.5% -$62.1K 0.99% 30
2016
Q1 		$11.6M Sell
196,356
-104,348
-35% -$6.09M 0.99% 30
2015
Q4 		$19.9M Buy
300,704
+19,136
+7% +$1.25M 1.69% 10
2015
Q3 		$17.2M Sell
281,568
-4,234
-1% -$277K 1.6% 11
2015
Q2 		$19.4M Buy
285,802
+115,077
+67% +$7.51M 1.14% 22
2015
Q1 		$10.3M Sell
170,725
-66,341
-28% -$3.93M 0.67% 50
2014
Q4 		$14.8M Buy
237,066
+6,206
+3% +$373K 0.98% 29
2014
Q3 		$13.9M Buy
230,860
+6,542
+3% +$382K 0.96% 30
2014
Q2 		$12.9M Sell
224,318
-25,670
-10% -$1.44M 0.89% 33
2014
Q1 		$15.2M Buy
249,988
+59,835
+31% +$3.46M 1.11% 25
2013
Q4 		$11.1M Buy
190,153
+8,499
+5% +$466K 0.83% 35
2013
Q3 		$9.39M Sell
181,654
-50,921
-22% -$2.73M 0.77% 39
2013
Q2 		$12.3M Buy
+232,575
New +$11.8M 1.08% 21

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fiduciary Trust International of Pennsylvania's JPM Position: Q1 2020 in Review

Fiduciary Trust International of Pennsylvania increased its JPMorgan Chase (JPM) stake by 3.7% in Q1 2020, buying an estimated $1.83M and bringing the position to 416,488 shares worth $37.5M. The position accounts for 1.75% of the portfolio, ranked #11.

Fiduciary Trust International of Pennsylvania first reported a position in JPM in Q2 2013 and has held it in 28 quarters since. The position peaked at $56M in Q4 2019. 2,784 funds tracked by Wall St. Rank hold JPM as of Q1 2020.

  • Fiduciary Trust International of Pennsylvania held 416,488 shares of JPMorgan Chase worth $37.5M as of Q1 2020.
  • Fiduciary Trust International of Pennsylvania bought 15,042 JPMorgan Chase shares in Q1 2020, an estimated $1.83M.
  • JPMorgan Chase made up 1.75% of Fiduciary Trust International of Pennsylvania's portfolio in Q1 2020, its #11 holding.
  • Fiduciary Trust International of Pennsylvania first reported a position in JPMorgan Chase in Q2 2013 and has held it in 28 quarters since.
  • Fiduciary Trust International of Pennsylvania's JPMorgan Chase position peaked at $56M in Q4 2019.
  • 2,784 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2020.

Based on Fiduciary Trust International of Pennsylvania's 13F filing for Q1 2020, filed 27 Apr 2020.