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 Q1	–	Sell	-2,800	Closed	-$390K	–	279
2019 Q4	$390K	Buy	+2,800	New	+$359K	0.02%	213
2017 Q1	–	Sell	-3,700	Closed	-$319K	–	206
2016 Q4	$319K	Buy	+3,700	New	+$282K	0.03%	154
2016 Q3	–	Sell	-11,100	Closed	-$690K	–	208
2016 Q2	$690K	Buy	+11,100	New	+$693K	0.09%	123
2015 Q4	–	Sell	-3,700	Closed	-$226K	–	181
2015 Q3	$226K	Hold	3,700	–	–	0.04%	150
2015 Q2	$251K	Buy	+3,700	New	+$242K	0.03%	156
2015 Q1	–	Sell	-3,700	Closed	-$232K	–	185
2014 Q4	$232K	Hold	3,700	–	–	0.04%	152
2014 Q3	$223K	Buy	+3,700	New	+$216K	0.04%	149
2014 Q2	–	Sell	-3,700	Closed	-$225K	–	171
2014 Q1	$225K	Hold	3,700	–	–	0.04%	131
2013 Q4	$216K	Buy	+3,700	New	+$203K	0.04%	133

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

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

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

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

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

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.