Global Endowment Management’s JPMorgan Chase JPM Stock Holding History

Global Endowment 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
2019 Q3	–	Sell	-2,920	Closed	-$326K	–	128
2019 Q2	$326K	Sell	2,920 -4,480	-61%	-$494K	0.03%	139
2019 Q1	$749K	Buy	+7,400	New	+$762K	0.11%	143
2018 Q3	–	Sell	-3,140	Closed	-$327K	–	232
2018 Q2	$327K	Buy	3,140 +260	+9%	+$28.5K	0.04%	193
2018 Q1	$317K	Hold	2,880	–	–	0.05%	190
2017 Q4	$308K	Sell	2,880 -1,200	-29%	-$122K	0.04%	177
2017 Q3	$390K	Sell	4,080 -300	-7%	-$27.7K	0.06%	191
2017 Q2	$400K	Hold	4,380	–	–	0.05%	189
2017 Q1	$385K	Buy	+4,380	New	+$386K	0.06%	191

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

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

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

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

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

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

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

Global Endowment Management's JPM Position: Q3 2019 in Review

Global Endowment Management sold out of JPMorgan Chase (JPM) in Q3 2019, closing a stake of 2,920 shares — an estimated $326K sold.

Global Endowment Management first reported a position in JPM in Q1 2017 and held it in 8 quarters. The position peaked at $749K in Q1 2019. 2,608 funds tracked by Wall St. Rank hold JPM as of Q3 2019.

Global Endowment Management reported no remaining JPMorgan Chase position as of Q3 2019 after selling out during the quarter.
Global Endowment Management sold 2,920 JPMorgan Chase shares in Q3 2019, an estimated $326K.
Global Endowment Management first reported a position in JPMorgan Chase in Q1 2017 and held it in 8 quarters.
Global Endowment Management's JPMorgan Chase position peaked at $749K in Q1 2019.
2,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2019.

Based on Global Endowment Management's 13F filing for Q3 2019, filed 13 Nov 2019.