Gantzert Investment Company’s JPMorgan Chase JPM Stock Holding History

Gantzert Investment Company’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 Q3	$2.41M	Sell	25,020 -505	-2%	-$49.6K	2.18%	20
2020 Q2	$2.4M	Sell	25,525 -1,630	-6%	-$155K	2.35%	20
2020 Q1	$2.44M	Buy	27,155 +1,500	+6%	+$182K	2.62%	17
2019 Q4	$3.58M	Buy	25,655 +45	+0.2%	+$5.77K	3.27%	11
2019 Q3	$3.01M	Buy	25,610 +2,441	+11%	+$276K	2.95%	11
2019 Q2	$2.59M	Buy	23,169 +175	+0.8%	+$19.3K	2.55%	15
2019 Q1	$2.33M	Sell	22,994 -75	-0.3%	-$7.73K	2.36%	16
2018 Q4	$2.25M	Buy	+23,069	New	+$2.46M	2.51%	17

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Gantzert Investment Company's JPM Position: Q3 2020 in Review

Gantzert Investment Company reduced its JPMorgan Chase (JPM) stake by 2% in Q3 2020, selling an estimated $49.6K and leaving 25,020 shares worth $2.41M. The position accounts for 2.18% of the portfolio, ranked #20.

Gantzert Investment Company first reported a position in JPM in Q4 2018 and has held it in 8 quarters since. The position peaked at $3.58M in Q4 2019. 2,827 funds tracked by Wall St. Rank hold JPM as of Q3 2020.

Gantzert Investment Company held 25,020 shares of JPMorgan Chase worth $2.41M as of Q3 2020.
Gantzert Investment Company sold 505 JPMorgan Chase shares in Q3 2020, an estimated $49.6K.
JPMorgan Chase made up 2.18% of Gantzert Investment Company's portfolio in Q3 2020, its #20 holding.
Gantzert Investment Company first reported a position in JPMorgan Chase in Q4 2018 and has held it in 8 quarters since.
Gantzert Investment Company's JPMorgan Chase position peaked at $3.58M in Q4 2019.
2,827 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2020.

Based on Gantzert Investment Company's 13F filing for Q3 2020, filed 7 Oct 2020.