Foyston, Gordon, & Payne’s JPMorgan Chase JPM Stock Holding History

Foyston, Gordon, & Payne’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 Q3	–	Sell	-2,266	Closed	-$236K	–	60
2018 Q2	$236K	Hold	2,266	–	–	0.04%	62
2018 Q1	$249K	Hold	2,266	–	–	0.05%	62
2017 Q4	$242K	Hold	2,266	–	–	0.05%	64
2017 Q3	$216K	Buy	+2,266	New	+$209K	0.04%	63
2017 Q2	–	Sell	-2,403	Closed	-$211K	–	67
2017 Q1	$211K	Hold	2,403	–	–	0.05%	69
2016 Q4	$207K	Sell	2,403 -730	-23%	-$55.7K	0.05%	71
2016 Q3	$209K	Sell	3,133 -620	-17%	-$40.4K	0.04%	74
2016 Q2	$233K	Hold	3,753	–	–	0.04%	70
2016 Q1	$222K	Hold	3,753	–	–	0.04%	69
2015 Q4	$248K	Sell	3,753 -718	-16%	-$46.8K	0.05%	69
2015 Q3	$273K	Hold	4,471	–	–	0.05%	69
2015 Q2	$303K	Hold	4,471	–	–	0.05%	69
2015 Q1	$271K	Hold	4,471	–	–	0.04%	70
2014 Q4	$280K	Hold	4,471	–	–	0.04%	75
2014 Q3	$269K	Hold	4,471	–	–	0.04%	78
2014 Q2	$258K	Hold	4,471	–	–	0.03%	78
2014 Q1	$271K	Hold	4,471	–	–	0.03%	82
2013 Q4	$261K	Hold	4,471	–	–	0.03%	87
2013 Q3	$231K	Hold	4,471	–	–	0.03%	83
2013 Q2	$236K	Buy	+4,471	New	+$227K	0.04%	65

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Foyston, Gordon, & Payne's JPM Position: Q3 2018 in Review

Foyston, Gordon, & Payne sold out of JPMorgan Chase (JPM) in Q3 2018, closing a stake of 2,266 shares — an estimated $236K sold.

Foyston, Gordon, & Payne first reported a position in JPM in Q2 2013 and held it in 20 quarters. The position peaked at $303K in Q2 2015. 2,449 funds tracked by Wall St. Rank hold JPM as of Q3 2018.

Foyston, Gordon, & Payne reported no remaining JPMorgan Chase position as of Q3 2018 after selling out during the quarter.
Foyston, Gordon, & Payne sold 2,266 JPMorgan Chase shares in Q3 2018, an estimated $236K.
Foyston, Gordon, & Payne first reported a position in JPMorgan Chase in Q2 2013 and held it in 20 quarters.
Foyston, Gordon, & Payne's JPMorgan Chase position peaked at $303K in Q2 2015.
2,449 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2018.

Based on Foyston, Gordon, & Payne's 13F filing for Q3 2018, filed 2 Nov 2018.