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GPM Growth Investors’s JPMorgan Chase JPM Stock Holding History

GPM Growth Investors’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
Q4 		– Sell
-26,606
Closed -$2.56M – 37
2020
Q3 		$2.56M Sell
26,606
-4,008
-13% -$394K 1.74% 26
2020
Q2 		$2.88M Sell
30,614
-1,575
-5% -$149K 2.14% 19
2020
Q1 		$2.9M Sell
32,189
-370
-1% -$45K 2.52% 16
2019
Q4 		$4.54M Buy
+32,559
New +$4.18M 3.29% 11

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GPM Growth Investors's JPM Position: Q4 2020 in Review

GPM Growth Investors sold out of JPMorgan Chase (JPM) in Q4 2020, closing a stake of 26,606 shares — an estimated $2.56M sold.

GPM Growth Investors first reported a position in JPM in Q4 2019 and held it in 4 quarters. The position peaked at $4.54M in Q4 2019. 3,126 funds tracked by Wall St. Rank hold JPM as of Q4 2020.

  • GPM Growth Investors reported no remaining JPMorgan Chase position as of Q4 2020 after selling out during the quarter.
  • GPM Growth Investors sold 26,606 JPMorgan Chase shares in Q4 2020, an estimated $2.56M.
  • GPM Growth Investors first reported a position in JPMorgan Chase in Q4 2019 and held it in 4 quarters.
  • GPM Growth Investors's JPMorgan Chase position peaked at $4.54M in Q4 2019.
  • 3,126 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2020.

Based on GPM Growth Investors's 13F filing for Q4 2020, filed 19 Jan 2021.