Foresters Asset Management’s JPMorgan Chase JPM Stock Holding History

Foresters Asset 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
2019 Q2	$2.21M	Hold	19,741	–	–	1.13%	20
2019 Q1	$2M	Sell	19,741 -890	-4%	-$91.7K	1.04%	20
2018 Q4	$2.04M	Sell	20,631 -3,100	-13%	-$330K	1.13%	22
2018 Q3	$3.44M	Sell	23,731 -22,500	-49%	-$2.55M	1.14%	24
2018 Q2	$6.35M	Sell	46,231 -43,300	-48%	-$4.75M	2.23%	10
2018 Q1	$6.45M	Buy	89,531 +6,300	+8%	+$713K	4.78%	4
2017 Q4	$11.2M	Sell	83,231 -14,950	-15%	-$1.51M	4.47%	4
2017 Q3	$11.7M	Buy	98,181 +12,025	+14%	+$1.11M	4.53%	3
2017 Q2	$10.2M	Buy	86,156 +51,875	+151%	+$4.48M	4.17%	3
2017 Q1	$4.01M	Sell	34,281 -49,430	-59%	-$4.36M	1.85%	9
2016 Q4	$7.22M	Sell	83,711 -10,506	-11%	-$801K	4.08%	3
2016 Q3	$6.33M	Sell	94,217 -800	-0.8%	-$52.2K	3.26%	3
2016 Q2	$5.9M	Buy	+95,017	New	+$5.93M	3.07%	3

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

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

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

Foresters Asset Management's JPM Position: Q2 2019 in Review

Foresters Asset Management held its JPMorgan Chase (JPM) position steady in Q2 2019 at 19,741 shares worth $2.21M. The position accounts for 1.13% of the portfolio, ranked #20.

Foresters Asset Management first reported a position in JPM in Q2 2016 and has held it in 13 quarters since. The position peaked at $11.7M in Q3 2017. 2,635 funds tracked by Wall St. Rank hold JPM as of Q2 2019.

Foresters Asset Management held 19,741 shares of JPMorgan Chase worth $2.21M as of Q2 2019.
Foresters Asset Management left its JPMorgan Chase share count unchanged in Q2 2019.
JPMorgan Chase made up 1.13% of Foresters Asset Management's portfolio in Q2 2019, its #20 holding.
Foresters Asset Management first reported a position in JPMorgan Chase in Q2 2016 and has held it in 13 quarters since.
Foresters Asset Management's JPMorgan Chase position peaked at $11.7M in Q3 2017.
2,635 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2019.

Based on Foresters Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.