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FSI Group’s JPMorgan Chase JPM Stock Holding History

FSI Group’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 		– Sell
-257
Closed -$23K – 12
2020
Q1 		$23K Sell
257
-3,206
-93% -$390K 0.59% 5
2019
Q4 		$483K Hold
3,463
– – 0.62% 18
2019
Q3 		$408K Hold
3,463
– – 0.56% 18
2019
Q2 		$387K Sell
3,463
-18
-0.5% -$1.99K 0.46% 23
2019
Q1 		$352K Sell
3,481
-67
-2% -$6.9K 0.38% 26
2018
Q4 		$346K Sell
3,548
-121
-3% -$12.9K 0.44% 25
2018
Q3 		$414K Hold
3,669
– – 0.3% 37
2018
Q2 		$382K Hold
3,669
– – 0.3% 35
2018
Q1 		$403K Buy
3,669
+2,180
+146% +$247K 0.38% 29
2017
Q4 		$159K Buy
+1,489
New +$151K 0.13% 34
2017
Q3 		– Sell
-32,000
Closed -$2.92M – 38
2017
Q2 		$2.92M Sell
32,000
-19,000
-37% -$1.64M 1.57% 20
2017
Q1 		$4.48M Buy
+51,000
New +$4.5M 2.22% 13
2016
Q1 		– Sell
-139,419
Closed -$9.21M – 60
2015
Q4 		$9.21M Sell
139,419
-22,474
-14% -$1.46M 3.77% 7
2015
Q3 		$9.87M Buy
161,893
+33,282
+26% +$2.18M 4.36% 5
2015
Q2 		$8.71M Sell
128,611
-49,238
-28% -$3.21M 3.39% 6
2015
Q1 		$10.8M Buy
177,849
+112,628
+173% +$6.67M 4.12% 4
2014
Q4 		$4.08M Sell
65,221
-123,974
-66% -$7.46M 1.54% 19
2014
Q3 		$11.4M Sell
189,195
-1,142
-0.6% -$66.8K 4.22% 5
2014
Q2 		$11M Sell
190,337
-19,409
-9% -$1.09M 3.54% 6
2014
Q1 		$12.7M Sell
209,746
-170,786
-45% -$9.87M 4.33% 3
2013
Q4 		$22.3M Buy
380,532
+30,850
+9% +$1.69M 5.99% 1
2013
Q3 		$18.1M Buy
349,682
+219,682
+169% +$11.8M 6.77% 2
2013
Q2 		$6.86M Buy
+130,000
New +$6.61M 2.71% 14

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

FSI Group's JPM Position: Q2 2020 in Review

FSI Group sold out of JPMorgan Chase (JPM) in Q2 2020, closing a stake of 257 shares — an estimated $23K sold.

FSI Group first reported a position in JPM in Q2 2013 and held it in 23 quarters. The position peaked at $22.3M in Q4 2013. 2,847 funds tracked by Wall St. Rank hold JPM as of Q2 2020.

  • FSI Group reported no remaining JPMorgan Chase position as of Q2 2020 after selling out during the quarter.
  • FSI Group sold 257 JPMorgan Chase shares in Q2 2020, an estimated $23K.
  • FSI Group first reported a position in JPMorgan Chase in Q2 2013 and held it in 23 quarters.
  • FSI Group's JPMorgan Chase position peaked at $22.3M in Q4 2013.
  • 2,847 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2020.

Based on FSI Group's 13F filing for Q2 2020, filed 5 Aug 2020.