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Global Financial Private Capital’s JPMorgan Chase JPM Stock Holding History

Global Financial Private Capital’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 		$1.9M Buy
20,208
+821
+4% +$77.9K 0.12% 156
2020
Q1 		$1.75M Sell
19,387
-2,453
-11% -$298K 0.11% 160
2019
Q4 		$3.04M Sell
21,840
-1,915
-8% -$246K 0.15% 139
2019
Q3 		$2.8M Sell
23,755
-2,067
-8% -$234K 0.14% 147
2019
Q2 		$2.89M Sell
25,822
-11,199
-30% -$1.23M 0.14% 154
2019
Q1 		$3.75M Buy
37,021
+2,955
+9% +$304K 0.18% 125
2018
Q4 		$3.33M Sell
34,066
-8,246
-19% -$879K 0.18% 121
2018
Q3 		$4.77M Sell
42,312
-1,070
-2% -$121K 0.17% 119
2018
Q2 		$4.52M Sell
43,382
-7,315
-14% -$802K 0.15% 116
2018
Q1 		$5.58M Sell
50,697
-6,750
-12% -$764K 0.2% 100
2017
Q4 		$6.14M Buy
57,447
+16,485
+40% +$1.67M 0.21% 90
2017
Q3 		$3.91M Buy
40,962
+18,313
+81% +$1.69M 0.14% 103
2017
Q2 		$2.07M Buy
22,649
+2,227
+11% +$192K 0.1% 109
2017
Q1 		$1.79M Buy
+20,422
New +$1.8M 0.09% 114

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

Global Financial Private Capital's JPM Position: Q2 2020 in Review

Global Financial Private Capital increased its JPMorgan Chase (JPM) stake by 4.2% in Q2 2020, buying an estimated $77.9K and bringing the position to 20,208 shares worth $1.9M. The position accounts for 0.12% of the portfolio, ranked #156.

Global Financial Private Capital first reported a position in JPM in Q1 2017 and has held it in 14 quarters since. The position peaked at $6.14M in Q4 2017. 2,848 funds tracked by Wall St. Rank hold JPM as of Q2 2020.

  • Global Financial Private Capital held 20,208 shares of JPMorgan Chase worth $1.9M as of Q2 2020.
  • Global Financial Private Capital bought 821 JPMorgan Chase shares in Q2 2020, an estimated $77.9K.
  • JPMorgan Chase made up 0.12% of Global Financial Private Capital's portfolio in Q2 2020, its #156 holding.
  • Global Financial Private Capital first reported a position in JPMorgan Chase in Q1 2017 and has held it in 14 quarters since.
  • Global Financial Private Capital's JPMorgan Chase position peaked at $6.14M in Q4 2017.
  • 2,848 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.