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Fund Evaluation Group’s JPMorgan Chase JPM Stock Holding History

Fund Evaluation 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
2018
Q4 		– Sell
-9,910
Closed -$1.12M – 55
2018
Q3 		$1.12M Sell
9,910
-1,490
-13% -$169K 0.18% 65
2018
Q2 		$1.19M Hold
11,400
– – 0.19% 61
2018
Q1 		$1.25M Hold
11,400
– – 0.14% 60
2017
Q4 		$1.22M Buy
+11,400
New +$1.15M 0.13% 69

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

Fund Evaluation Group's JPM Position: Q4 2018 in Review

Fund Evaluation Group sold out of JPMorgan Chase (JPM) in Q4 2018, closing a stake of 9,910 shares — an estimated $1.12M sold.

Fund Evaluation Group first reported a position in JPM in Q4 2017 and held it in 4 quarters. The position peaked at $1.25M in Q1 2018. 2,596 funds tracked by Wall St. Rank hold JPM as of Q4 2018.

  • Fund Evaluation Group reported no remaining JPMorgan Chase position as of Q4 2018 after selling out during the quarter.
  • Fund Evaluation Group sold 9,910 JPMorgan Chase shares in Q4 2018, an estimated $1.12M.
  • Fund Evaluation Group first reported a position in JPMorgan Chase in Q4 2017 and held it in 4 quarters.
  • Fund Evaluation Group's JPMorgan Chase position peaked at $1.25M in Q1 2018.
  • 2,596 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.

Based on Fund Evaluation Group's 13F filing for Q4 2018, filed 12 Feb 2019.