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Groesbeck Investment Management’s JPMorgan Chase JPM Stock Holding History

Groesbeck Investment 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
Q4 		– Sell
-2,110
Closed -$203K – 88
2020
Q3 		$203K Sell
2,110
-4,395
-68% -$432K 0.38% 81
2020
Q2 		$612K Sell
6,505
-118
-2% -$11.2K 1.21% 30
2020
Q1 		$596K Sell
6,623
-97
-1% -$11.8K 1.6% 17
2019
Q4 		$937K Sell
6,720
-172
-2% -$22.1K 0.69% 45
2019
Q3 		$811K Buy
6,892
+848
+14% +$95.9K 0.61% 52
2019
Q2 		$676K Sell
6,044
-1,074
-15% -$118K 0.55% 56
2019
Q1 		$721K Buy
7,118
+659
+10% +$67.9K 0.55% 53
2018
Q4 		$631K Sell
6,459
-829
-11% -$88.3K 0.54% 48
2018
Q3 		$822K Sell
7,288
-636
-8% -$72.2K 0.56% 44
2018
Q2 		$826K Sell
7,924
-207
-3% -$22.7K 0.58% 43
2018
Q1 		$894K Hold
8,131
– – 0.65% 41
2017
Q4 		$870K Sell
8,131
-211
-3% -$21.4K 0.61% 43
2017
Q3 		$797K Sell
8,342
-343
-4% -$31.6K 0.57% 44
2017
Q2 		$794K Sell
8,685
-914
-10% -$78.9K 0.59% 44
2017
Q1 		$843K Sell
9,599
-198
-2% -$17.5K 0.63% 44
2016
Q4 		$845K Sell
9,797
-426
-4% -$32.5K 0.66% 44
2016
Q3 		$681K Sell
10,223
-11,850
-54% -$773K 0.51% 49
2016
Q2 		$1.37M Sell
22,073
-176
-0.8% -$11K 1% 39
2016
Q1 		$1.32M Sell
22,249
-742
-3% -$43.3K 0.94% 39
2015
Q4 		$1.52M Sell
22,991
-1,209
-5% -$78.7K 0.97% 39
2015
Q3 		$1.48M Sell
24,200
-1,897
-7% -$124K 0.93% 39
2015
Q2 		$1.77M Buy
+26,097
New +$1.7M 0.85% 47

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

Groesbeck Investment Management's JPM Position: Q4 2020 in Review

Groesbeck Investment Management sold out of JPMorgan Chase (JPM) in Q4 2020, closing a stake of 2,110 shares — an estimated $203K sold.

Groesbeck Investment Management first reported a position in JPM in Q2 2015 and held it in 22 quarters. The position peaked at $1.77M in Q2 2015. 3,125 funds tracked by Wall St. Rank hold JPM as of Q4 2020.

  • Groesbeck Investment Management reported no remaining JPMorgan Chase position as of Q4 2020 after selling out during the quarter.
  • Groesbeck Investment Management sold 2,110 JPMorgan Chase shares in Q4 2020, an estimated $203K.
  • Groesbeck Investment Management first reported a position in JPMorgan Chase in Q2 2015 and held it in 22 quarters.
  • Groesbeck Investment Management's JPMorgan Chase position peaked at $1.77M in Q2 2015.
  • 3,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2020.

Based on Groesbeck Investment Management's 13F filing for Q4 2020, filed 10 Feb 2021.