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Fiduciary Trust International’s JPMorgan Chase JPM Stock Holding History

Fiduciary Trust International’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
Q2 		$1.21M Sell
12,842
-17,028
-57% -$1.62M 0.2% 65
2020
Q1 		$2.69M Buy
29,870
+15,615
+110% +$1.9M 0.5% 47
2019
Q4 		$1.99M Buy
14,255
+3,264
+30% +$419K 0.32% 56
2019
Q3 		$1.29M Sell
10,991
-1,843
-14% -$208K 0.27% 68
2019
Q2 		$1.44M Buy
12,834
+10,604
+476% +$1.17M 0.32% 61
2019
Q1 		$245K Sell
2,230
-754
-25% -$77.7K 0.06% 87
2018
Q4 		$291K Buy
2,984
+380
+15% +$40.5K 0.09% 84
2018
Q3 		$294K Buy
2,604
+374
+17% +$42.5K 0.08% 87
2018
Q2 		$232K Hold
2,230
– – 0.07% 91
2018
Q1 		$245K Sell
2,230
-191
-8% -$21.6K 0.06% 91
2017
Q4 		$259K Buy
+2,421
New +$245K 0.06% 87
2017
Q3 		– Sell
-2,549
Closed -$233K – 113
2017
Q2 		$233K Buy
2,549
+190
+8% +$16.4K 0.06% 84
2017
Q1 		$207K Buy
+2,359
New +$208K 0.07% 83
2014
Q2 		– Sell
-5,106
Closed -$310K – 135
2014
Q1 		$310K Buy
+5,106
New +$295K 0.09% 110

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fiduciary Trust International's JPM Position: Q2 2020 in Review

Fiduciary Trust International reduced its JPMorgan Chase (JPM) stake by 57% in Q2 2020, selling an estimated $1.62M and leaving 12,842 shares worth $1.21M. The position accounts for 0.2% of the portfolio, ranked #65.

Fiduciary Trust International first reported a position in JPM in Q1 2014 and has held it in 14 quarters since. The position peaked at $2.69M in Q1 2020. 2,847 funds tracked by Wall St. Rank hold JPM as of Q2 2020.

  • Fiduciary Trust International held 12,842 shares of JPMorgan Chase worth $1.21M as of Q2 2020.
  • Fiduciary Trust International sold 17,028 JPMorgan Chase shares in Q2 2020, an estimated $1.62M.
  • JPMorgan Chase made up 0.2% of Fiduciary Trust International's portfolio in Q2 2020, its #65 holding.
  • Fiduciary Trust International first reported a position in JPMorgan Chase in Q1 2014 and has held it in 14 quarters since.
  • Fiduciary Trust International's JPMorgan Chase position peaked at $2.69M in Q1 2020.
  • 2,847 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2020.

Based on Fiduciary Trust International's 13F filing for Q2 2020, filed 11 Aug 2020.