First Western Capital Management’s JPMorgan Chase JPM Stock Holding History

First Western Capital Management’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	$266K	Hold	2,761	–	–	5.64%	10
2020 Q2	$260K	Hold	2,761	–	–	5.87%	8
2020 Q1	$249K	Sell	2,761 -27	-1%	-$3.28K	7.48%	7
2019 Q4	$389K	Hold	2,788	–	–	6.17%	1
2019 Q3	$328K	Sell	2,788 -503	-15%	-$56.9K	5.11%	3
2019 Q2	$368K	Sell	3,291 -56	-2%	-$6.17K	4.88%	3
2019 Q1	$339K	Sell	3,347 -1,728	-34%	-$178K	4.82%	5
2018 Q4	$495K	Sell	5,075 -2,520	-33%	-$268K	4.49%	4
2018 Q3	$857K	Sell	7,595 -474	-6%	-$53.8K	3.85%	3
2018 Q2	$841K	Buy	8,069 +663	+9%	+$72.7K	3.8%	3
2018 Q1	$814K	Sell	7,406 -23,677	-76%	-$2.68M	3.86%	2
2017 Q4	$3.32M	Buy	31,083 +223	+0.7%	+$22.6K	1.89%	27
2017 Q3	$2.95M	Sell	30,860 -473	-2%	-$43.6K	1.79%	30
2017 Q2	$2.86M	Sell	31,333 -2,611	-8%	-$225K	1.73%	30
2017 Q1	$2.98M	Buy	33,944 +14,952	+79%	+$1.32M	1.8%	28
2016 Q4	$1.64M	Sell	18,992 -13,712	-42%	-$1.05M	0.89%	42
2016 Q3	$2.18M	Buy	32,704 +4,992	+18%	+$325K	0.85%	46
2016 Q2	$1.72M	Sell	27,712 -11,634	-30%	-$727K	0.63%	64
2016 Q1	$2.33M	Sell	39,346 -7,296	-16%	-$426K	0.83%	55
2015 Q4	$3.08M	Sell	46,642 -14	-0%	-$912	0.96%	46
2015 Q3	$2.85M	Buy	46,656 +3,662	+9%	+$240K	0.95%	49
2015 Q2	$2.91M	Buy	42,994 +2,240	+5%	+$146K	0.93%	51
2015 Q1	$2.47M	Buy	+40,754	New	+$2.41M	0.74%	60
2014 Q2	–	Sell	-6,500	Closed	-$395K	–	129
2014 Q1	$395K	Buy	+6,500	New	+$376K	0.14%	115

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 $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 Western Capital Management's JPM Position: Q3 2020 in Review

First Western Capital Management held its JPMorgan Chase (JPM) position steady in Q3 2020 at 2,761 shares worth $266K. The position accounts for 5.64% of the portfolio, ranked #10.

First Western Capital Management first reported a position in JPM in Q1 2014 and has held it in 24 quarters since. The position peaked at $3.32M in Q4 2017. 2,827 funds tracked by Wall St. Rank hold JPM as of Q3 2020.

First Western Capital Management held 2,761 shares of JPMorgan Chase worth $266K as of Q3 2020.
First Western Capital Management left its JPMorgan Chase share count unchanged in Q3 2020.
JPMorgan Chase made up 5.64% of First Western Capital Management's portfolio in Q3 2020, its #10 holding.
First Western Capital Management first reported a position in JPMorgan Chase in Q1 2014 and has held it in 24 quarters since.
First Western Capital Management's JPMorgan Chase position peaked at $3.32M in Q4 2017.
2,827 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2020.

Based on First Western Capital Management's 13F filing for Q3 2020, filed 18 Nov 2020.