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Florence Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Florence Capital Advisors’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
Q2 		$8.9M Hold
79,653
– – 8.47% 4
2019
Q1 		$8.06M Sell
79,653
-300
-0.4% -$30.9K 7.91% 4
2018
Q4 		$7.8M Buy
+79,953
New +$8.52M 7.55% 3
2017
Q4 		$8.65M Hold
80,853
– – 8.59% 3
2017
Q3 		$7.72M Hold
80,853
– – 8.38% 3
2017
Q2 		$6.64M Hold
80,853
– – 21.92% 2
2017
Q1 		$7.1M Sell
80,853
-5,000
-6% -$441K 23.89% 1
2016
Q4 		$7.41M Buy
+85,853
New +$6.55M 8.17% 2

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Florence Capital Advisors's JPM Position: Q2 2019 in Review

Florence Capital Advisors held its JPMorgan Chase (JPM) position steady in Q2 2019 at 79,653 shares worth $8.9M. The position accounts for 8.47% of the portfolio, ranked #4.

Florence Capital Advisors first reported a position in JPM in Q4 2016 and has held it in 8 quarters since. 2,635 funds tracked by Wall St. Rank hold JPM as of Q2 2019.

  • Florence Capital Advisors held 79,653 shares of JPMorgan Chase worth $8.9M as of Q2 2019.
  • Florence Capital Advisors left its JPMorgan Chase share count unchanged in Q2 2019.
  • JPMorgan Chase made up 8.47% of Florence Capital Advisors's portfolio in Q2 2019, its #4 holding.
  • Florence Capital Advisors first reported a position in JPMorgan Chase in Q4 2016 and has held it in 8 quarters since.
  • 2,635 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2019.

Based on Florence Capital Advisors's 13F filing for Q2 2019, filed 5 Feb 2020.