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Grisanti Capital Management’s JPMorgan Chase JPM Stock Holding History

Grisanti Capital 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
2020
Q1 		$2.02M Buy
22,415
+21,559
+2,519% +$2.62M 1.24% 24
2019
Q4 		$119K Sell
856
-14
-2% -$1.8K 0.06% 47
2019
Q3 		$102K Buy
870
+265
+44% +$30K 0.06% 44
2019
Q2 		$68K Sell
605
-80
-12% -$8.82K 0.04% 53
2019
Q1 		$69K Hold
685
– – 0.04% 56
2018
Q4 		$67K Hold
685
– – 0.04% 50
2018
Q3 		$77K Buy
685
+145
+27% +$16.5K 0.04% 52
2018
Q2 		$56K Sell
540
-230
-30% -$25.2K 0.02% 64
2018
Q1 		$85K Sell
770
-175
-19% -$19.8K 0.04% 51
2017
Q4 		$101K Hold
945
– – 0.04% 52
2017
Q3 		$90K Buy
+945
New +$87.1K 0.04% 51
2014
Q3 		– Sell
-100,468
Closed -$5.79M – 65
2014
Q2 		$5.79M Sell
100,468
-114,925
-53% -$6.46M 2.44% 19
2014
Q1 		$13.1M Sell
215,393
-3,240
-1% -$187K 5.7% 5
2013
Q4 		$12.8M Sell
218,633
-26,050
-11% -$1.43M 5.5% 5
2013
Q3 		$12.6M Sell
244,683
-51,606
-17% -$2.77M 5.83% 4
2013
Q2 		$16.3M Buy
+296,289
New +$15.1M 7.48% 3

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Grisanti Capital Management's JPM Position: Q1 2020 in Review

Grisanti Capital Management increased its JPMorgan Chase (JPM) stake by 2,519% in Q1 2020, buying an estimated $2.62M and bringing the position to 22,415 shares worth $2.02M. The position accounts for 1.24% of the portfolio, ranked #24.

Grisanti Capital Management first reported a position in JPM in Q2 2013 and has held it in 16 quarters since. The position peaked at $16.3M in Q2 2013. 2,783 funds tracked by Wall St. Rank hold JPM as of Q1 2020.

  • Grisanti Capital Management held 22,415 shares of JPMorgan Chase worth $2.02M as of Q1 2020.
  • Grisanti Capital Management bought 21,559 JPMorgan Chase shares in Q1 2020, an estimated $2.62M.
  • JPMorgan Chase made up 1.24% of Grisanti Capital Management's portfolio in Q1 2020, its #24 holding.
  • Grisanti Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 16 quarters since.
  • Grisanti Capital Management's JPMorgan Chase position peaked at $16.3M in Q2 2013.
  • 2,783 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2020.

Based on Grisanti Capital Management's 13F filing for Q1 2020, filed 6 May 2020.