Gideon Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Gideon Capital Advisors’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
2019 Q4	–	Sell	-18,510	Closed	-$2.18M	–	331
2019 Q3	$2.18M	Sell	18,510 -13,094	-41%	-$1.48M	0.71%	27
2019 Q2	$3.53M	Buy	+31,604	New	+$3.48M	1.22%	9
2019 Q1	–	Sell	-2,664	Closed	-$260K	–	448
2018 Q4	$260K	Sell	2,664 -8,006	-75%	-$853K	0.11%	289
2018 Q3	$1.2M	Buy	+10,670	New	+$1.21M	0.57%	37
2018 Q2	–	Sell	-18,826	Closed	-$2.07M	–	436
2018 Q1	$2.07M	Buy	+18,826	New	+$2.13M	1.28%	3
2017 Q4	–	Sell	-10,914	Closed	-$1.04M	–	348
2017 Q3	$1.04M	Buy	+10,914	New	+$1.01M	1.03%	6
2017 Q2	–	Sell	-16,754	Closed	-$1.47M	–	337
2017 Q1	$1.47M	Buy	+16,754	New	+$1.48M	0.88%	6
2016 Q4	–	Sell	-59,656	Closed	-$3.97M	–	436
2016 Q3	$3.97M	Buy	+59,656	New	+$3.89M	2.4%	4
2016 Q2	–	Sell	-20,539	Closed	-$1.22M	–	224
2016 Q1	$1.22M	Buy	+20,539	New	+$1.2M	1.52%	14
2014 Q4	–	Sell	-25,539	Closed	-$1.54M	–	250
2014 Q3	$1.54M	Buy	+25,539	New	+$1.49M	0.6%	54
2014 Q2	–	Sell	-6,475	Closed	-$393K	–	280
2014 Q1	$393K	Buy	+6,475	New	+$374K	0.22%	136

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Gideon Capital Advisors's JPM Position: Q4 2019 in Review

Gideon Capital Advisors sold out of JPMorgan Chase (JPM) in Q4 2019, closing a stake of 18,510 shares — an estimated $2.18M sold.

Gideon Capital Advisors first reported a position in JPM in Q1 2014 and held it in 11 quarters. The position peaked at $3.97M in Q3 2016. 2,892 funds tracked by Wall St. Rank hold JPM as of Q4 2019.

Gideon Capital Advisors reported no remaining JPMorgan Chase position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 18,510 JPMorgan Chase shares in Q4 2019, an estimated $2.18M.
Gideon Capital Advisors first reported a position in JPMorgan Chase in Q1 2014 and held it in 11 quarters.
Gideon Capital Advisors's JPMorgan Chase position peaked at $3.97M in Q3 2016.
2,892 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.