First Allied Advisory Services’s JPMorgan Chase JPM Stock Holding History

First Allied Advisory Services’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	$16.1M	Buy	167,324 +14,236	+9%	+$1.4M	0.54%	27
2020 Q2	$14.4M	Buy	153,088 +15,536	+11%	+$1.47M	0.53%	32
2020 Q1	$12.4M	Buy	137,552 +8,703	+7%	+$1.06M	0.53%	34
2019 Q4	$18M	Sell	128,849 -10,230	-7%	-$1.31M	0.61%	21
2019 Q3	$16.4M	Buy	139,079 +551	+0.4%	+$62.3K	0.58%	25
2019 Q2	$15.5M	Sell	138,528 -297	-0.2%	-$32.7K	0.54%	34
2019 Q1	$14.1M	Buy	138,825 +4,760	+4%	+$490K	0.48%	36
2018 Q4	$13.1M	Buy	134,065 +2,705	+2%	+$288K	0.52%	35
2018 Q3	$14.8M	Buy	131,360 +4,842	+4%	+$550K	0.51%	32
2018 Q2	$13.2M	Buy	126,518 +1,266	+1%	+$139K	0.5%	31
2018 Q1	$13.8M	Buy	125,252 +3,045	+2%	+$345K	0.53%	29
2017 Q4	$13.1M	Buy	122,207 +973	+0.8%	+$98.5K	0.52%	28
2017 Q3	$11.6M	Buy	121,234 +4,824	+4%	+$445K	0.5%	34
2017 Q2	$10.6M	Buy	116,410 +5,005	+4%	+$432K	0.47%	40
2017 Q1	$9.79M	Sell	111,405 -15,799	-12%	-$1.39M	0.51%	42
2016 Q4	$11M	Sell	127,204 -3,670	-3%	-$280K	0.55%	37
2016 Q3	$8.71M	Sell	130,874 -8,103	-6%	-$528K	0.46%	44
2016 Q2	$8.63M	Sell	138,977 -2,624	-2%	-$164K	0.48%	43
2016 Q1	$8.4M	Sell	141,601 -1,583	-1%	-$92.4K	0.47%	42
2015 Q4	$9.48M	Buy	143,184 +7,905	+6%	+$515K	0.49%	45
2015 Q3	$8.24M	Buy	135,279 +2,913	+2%	+$191K	0.45%	47
2015 Q2	$8.99M	Buy	132,366 +36,750	+38%	+$2.4M	0.4%	59
2015 Q1	$5.78M	Buy	95,616 +11,445	+14%	+$678K	0.38%	50
2014 Q4	$5.28M	Buy	84,171 +5,826	+7%	+$351K	0.38%	51
2014 Q3	$4.71M	Sell	78,345 -8,571	-10%	-$501K	0.37%	56
2014 Q2	$5.02M	Buy	86,916 +4,030	+5%	+$227K	0.37%	60
2014 Q1	$5.01M	Buy	82,886 +14,297	+21%	+$826K	0.38%	52
2013 Q4	$4.03M	Sell	68,589 -28,366	-29%	-$1.55M	0.32%	71
2013 Q3	$5.01M	Buy	96,955 +25,322	+35%	+$1.36M	0.29%	100
2013 Q2	$3.78M	Buy	+71,633	New	+$3.64M	0.3%	91

Other funds holding JPM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

First Allied Advisory Services's JPM Position: Q3 2020 in Review

First Allied Advisory Services increased its JPMorgan Chase (JPM) stake by 9.3% in Q3 2020, buying an estimated $1.4M and bringing the position to 167,324 shares worth $16.1M. The position accounts for 0.54% of the portfolio, ranked #27.

First Allied Advisory Services first reported a position in JPM in Q2 2013 and has held it in 30 quarters since. The position peaked at $18M in Q4 2019. 2,826 funds tracked by Wall St. Rank hold JPM as of Q3 2020.

First Allied Advisory Services held 167,324 shares of JPMorgan Chase worth $16.1M as of Q3 2020.
First Allied Advisory Services bought 14,236 JPMorgan Chase shares in Q3 2020, an estimated $1.4M.
JPMorgan Chase made up 0.54% of First Allied Advisory Services's portfolio in Q3 2020, its #27 holding.
First Allied Advisory Services first reported a position in JPMorgan Chase in Q2 2013 and has held it in 30 quarters since.
First Allied Advisory Services's JPMorgan Chase position peaked at $18M in Q4 2019.
2,826 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.