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Glovista Investments’s JPMorgan Chase JPM Stock Holding History

Glovista Investments’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 		– Sell
-5,844
Closed -$526K – 90
2020
Q1 		$526K Buy
+5,844
New +$710K 0.27% 55
2019
Q2 		– Sell
-7,500
Closed -$759K – 100
2019
Q1 		$759K Buy
+7,500
New +$773K 0.24% 46

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

Glovista Investments's JPM Position: Q2 2020 in Review

Glovista Investments sold out of JPMorgan Chase (JPM) in Q2 2020, closing a stake of 5,844 shares — an estimated $526K sold.

Glovista Investments first reported a position in JPM in Q1 2019 and held it in 2 quarters. The position peaked at $759K in Q1 2019. 2,847 funds tracked by Wall St. Rank hold JPM as of Q2 2020.

  • Glovista Investments reported no remaining JPMorgan Chase position as of Q2 2020 after selling out during the quarter.
  • Glovista Investments sold 5,844 JPMorgan Chase shares in Q2 2020, an estimated $526K.
  • Glovista Investments first reported a position in JPMorgan Chase in Q1 2019 and held it in 2 quarters.
  • Glovista Investments's JPMorgan Chase position peaked at $759K in Q1 2019.
  • 2,847 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2020.

Based on Glovista Investments's 13F filing for Q2 2020, filed 14 Aug 2020.