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Foresters Investment Management’s JPMorgan Chase JPM Stock Holding History

Foresters Investment 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
Q3 		$80.8M Sell
686,588
-107,906
-14% -$12.2M 1.6% 1
2019
Q2 		$88.8M Sell
794,494
-14,954
-2% -$1.65M 1.59% 1
2019
Q1 		$81.9M Sell
809,448
-24,700
-3% -$2.54M 1.43% 1
2018
Q4 		$81.4M Sell
834,148
-87,250
-9% -$9.3M 1.54% 3
2018
Q3 		$104M Buy
921,398
+69,490
+8% +$7.89M 1.64% 1
2018
Q2 		$88.8M Buy
851,908
+14,900
+2% +$1.63M 1.51% 2
2018
Q1 		$92M Buy
837,008
+6,000
+0.7% +$679K 1.54% 3
2017
Q4 		$88.9M Sell
831,008
-16,900
-2% -$1.71M 1.39% 3
2017
Q3 		$81M Buy
847,908
+500
+0.1% +$46.1K 1.32% 4
2017
Q2 		$77.5M Buy
847,408
+56,200
+7% +$4.85M 1.3% 5
2017
Q1 		$69.5M Buy
791,208
+200
+0% +$17.6K 1.22% 5
2016
Q4 		$68.9M Sell
791,008
-17,500
-2% -$1.33M 1.23% 5
2016
Q3 		$53.8M Buy
808,508
+12,550
+2% +$818K 1% 18
2016
Q2 		$49.5M Buy
795,958
+21,760
+3% +$1.36M 0.95% 19
2016
Q1 		$45.8M Hold
774,198
– – 0.93% 25
2015
Q4 		$51.1M Hold
774,198
– – 1.04% 15
2015
Q3 		$47.2M Buy
774,198
+14,300
+2% +$937K 1.01% 15
2015
Q2 		$51.5M Buy
759,898
+24,400
+3% +$1.59M 0.97% 14
2015
Q1 		$44.6M Sell
735,498
-37,220
-5% -$2.2M 0.86% 23
2014
Q4 		$48.4M Sell
772,718
-700
-0.1% -$42.1K 0.97% 14
2014
Q3 		$46.6M Hold
773,418
– – 0.99% 10
2014
Q2 		$44.6M Sell
773,418
-10,300
-1% -$579K 0.92% 14
2014
Q1 		$47.6M Sell
783,718
-8,300
-1% -$480K 1.03% 9
2013
Q4 		$46.3M Buy
792,018
+13,500
+2% +$740K 1% 15
2013
Q3 		$40.2M Buy
778,518
+9,100
+1% +$488K 0.98% 15
2013
Q2 		$40.6M Buy
+769,418
New +$39.1M 1.22% 12

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Foresters Investment Management's JPM Position: Q3 2019 in Review

Foresters Investment Management reduced its JPMorgan Chase (JPM) stake by 14% in Q3 2019, selling an estimated $12.2M and leaving 686,588 shares worth $80.8M. The position accounts for 1.6% of the portfolio, ranked #1.

Foresters Investment Management first reported a position in JPM in Q2 2013 and has held it in 26 quarters since. The position peaked at $104M in Q3 2018. 2,608 funds tracked by Wall St. Rank hold JPM as of Q3 2019.

  • Foresters Investment Management held 686,588 shares of JPMorgan Chase worth $80.8M as of Q3 2019.
  • Foresters Investment Management sold 107,906 JPMorgan Chase shares in Q3 2019, an estimated $12.2M.
  • JPMorgan Chase made up 1.6% of Foresters Investment Management's portfolio in Q3 2019, its #1 holding.
  • Foresters Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 26 quarters since.
  • Foresters Investment Management's JPMorgan Chase position peaked at $104M in Q3 2018.
  • 2,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.