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Frontier Investment Management’s JPMorgan Chase JPM Stock Holding History

Frontier 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
2020
Q2 		$4.02M Buy
42,693
+7,854
+23% +$745K 0.25% 57
2020
Q1 		$3.14M Buy
34,839
+1,435
+4% +$174K 0.24% 55
2019
Q4 		$4.66M Buy
33,404
+7,635
+30% +$979K 0.27% 55
2019
Q3 		$3.03M Buy
25,769
+2,270
+10% +$257K 0.19% 69
2019
Q2 		$2.63M Buy
23,499
+908
+4% +$100K 0.18% 69
2019
Q1 		$2.29M Buy
22,591
+598
+3% +$61.6K 0.14% 80
2018
Q4 		$2.15M Buy
21,993
+471
+2% +$50.2K 0.16% 87
2018
Q3 		$2.43M Buy
21,522
+319
+2% +$36.2K 0.17% 85
2018
Q2 		$2.21M Sell
21,203
-1,276
-6% -$140K 0.17% 94
2018
Q1 		$2.47M Sell
22,479
-7,188
-24% -$814K 0.21% 81
2017
Q4 		$3.17M Buy
29,667
+511
+2% +$51.7K 0.26% 80
2017
Q3 		$2.79M Sell
29,156
-1,342
-4% -$124K 0.23% 88
2017
Q2 		$2.79M Buy
30,498
+2,017
+7% +$174K 0.26% 79
2017
Q1 		$2.48M Buy
28,481
+4,637
+19% +$409K 0.24% 79
2016
Q4 		$2.04M Sell
23,844
-1,815
-7% -$138K 0.19% 91
2016
Q3 		$17.1M Sell
25,659
-1,429
-5% -$93.2K 0.15% 89
2016
Q2 		$1.65M Sell
27,088
-2,328
-8% -$145K 0.21% 96
2016
Q1 		$1.58M Buy
29,416
+1,253
+4% +$73.2K 0.21% 84
2015
Q4 		$1.86M Buy
28,163
+5,392
+24% +$351K 0.29% 70
2015
Q3 		$1.39M Sell
22,771
-185
-0.8% -$12.1K 0.23% 78
2015
Q2 		$1.55M Sell
22,956
-937
-4% -$61.2K 0.18% 82
2015
Q1 		$1.51M Buy
23,893
+376
+2% +$22.3K 0.21% 76
2014
Q4 		$1.43M Sell
23,517
-1,130
-5% -$68K 0.24% 68
2014
Q3 		$1.43M Buy
24,647
+110
+0.4% +$6.43K 0.23% 70
2014
Q2 		$1.41M Sell
24,537
-386
-2% -$21.7K 0.22% 70
2014
Q1 		$1.5M Sell
24,923
-19
-0.1% -$1.1K 0.26% 66
2013
Q4 		$1.44M Buy
24,942
+3,769
+18% +$206K 0.27% 61
2013
Q3 		$1.09M Buy
21,173
+525
+3% +$28.2K 0.2% 72
2013
Q2 		$1.09M Buy
+20,648
New +$1.05M 0.22% 68

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Frontier Investment Management's JPM Position: Q2 2020 in Review

Frontier Investment Management increased its JPMorgan Chase (JPM) stake by 23% in Q2 2020, buying an estimated $745K and bringing the position to 42,693 shares worth $4.02M. The position accounts for 0.25% of the portfolio, ranked #57.

Frontier Investment Management first reported a position in JPM in Q2 2013 and has held it in 29 quarters since. The position peaked at $17.1M in Q3 2016. 2,847 funds tracked by Wall St. Rank hold JPM as of Q2 2020.

  • Frontier Investment Management held 42,693 shares of JPMorgan Chase worth $4.02M as of Q2 2020.
  • Frontier Investment Management bought 7,854 JPMorgan Chase shares in Q2 2020, an estimated $745K.
  • JPMorgan Chase made up 0.25% of Frontier Investment Management's portfolio in Q2 2020, its #57 holding.
  • Frontier Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 29 quarters since.
  • Frontier Investment Management's JPMorgan Chase position peaked at $17.1M in Q3 2016.
  • 2,847 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2020.

Based on Frontier Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.