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Forward Management’s JPMorgan Chase JPM Stock Holding History

Forward 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
2018
Q4 		– Sell
-10,185
Closed -$1.15M – 86
2018
Q3 		$1.15M Sell
10,185
-2,550
-20% -$289K 0.19% 51
2018
Q2 		$1.33M Buy
12,735
+283
+2% +$31K 0.22% 59
2018
Q1 		$1.37M Buy
12,452
+78
+0.6% +$8.83K 0.2% 66
2017
Q4 		$1.32M Sell
12,374
-804
-6% -$81.4K 0.15% 84
2017
Q3 		$1.26M Buy
13,178
+542
+4% +$50K 0.14% 92
2017
Q2 		$1.16M Buy
12,636
+240
+2% +$20.7K 0.1% 105
2017
Q1 		$1.09M Sell
12,396
-619
-5% -$54.6K 0.09% 107
2016
Q4 		$1.12M Sell
13,015
-1,014
-7% -$77.3K 0.08% 129
2016
Q3 		$934K Sell
14,029
-2,386
-15% -$156K 0.07% 119
2016
Q2 		$1.02M Sell
16,415
-9,562
-37% -$597K 0.09% 108
2016
Q1 		$1.54M Sell
25,977
-6,599
-20% -$385K 0.13% 85
2015
Q4 		$2.15M Sell
32,576
-4,550
-12% -$296K 0.18% 77
2015
Q3 		$2.26M Sell
37,126
-10,896
-23% -$714K 0.18% 85
2015
Q2 		$3.23M Buy
48,022
+432
+0.9% +$28.2K 0.2% 77
2015
Q1 		$2.87M Sell
47,590
-717
-1% -$42.5K 0.17% 85
2014
Q4 		$3.01M Sell
48,307
-552
-1% -$33.2K 0.16% 88
2014
Q3 		$2.93M Sell
48,859
-898
-2% -$52.5K 0.18% 86
2014
Q2 		$2.86M Sell
49,757
-1,314
-3% -$73.9K 0.17% 84
2014
Q1 		$3.09M Buy
51,071
+132
+0.3% +$7.63K 0.18% 74
2013
Q4 		$2.97M Buy
50,939
+16,695
+49% +$915K 0.18% 75
2013
Q3 		$1.77M Buy
34,244
+942
+3% +$50.5K 0.12% 112
2013
Q2 		$1.76M Buy
+33,302
New +$1.69M 0.14% 114

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Forward Management's JPM Position: Q4 2018 in Review

Forward Management sold out of JPMorgan Chase (JPM) in Q4 2018, closing a stake of 10,185 shares — an estimated $1.15M sold.

Forward Management first reported a position in JPM in Q2 2013 and held it in 22 quarters. The position peaked at $3.23M in Q2 2015. 2,596 funds tracked by Wall St. Rank hold JPM as of Q4 2018.

  • Forward Management reported no remaining JPMorgan Chase position as of Q4 2018 after selling out during the quarter.
  • Forward Management sold 10,185 JPMorgan Chase shares in Q4 2018, an estimated $1.15M.
  • Forward Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 22 quarters.
  • Forward Management's JPMorgan Chase position peaked at $3.23M in Q2 2015.
  • 2,596 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.

Based on Forward Management's 13F filing for Q4 2018, filed 1 Feb 2019.