Hanseatic Management Services’s JPMorgan Chase JPM Stock Holding History

Hanseatic Management Services’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	–	Sell	-5,469	Closed	-$762K	–	230
2019 Q4	$762K	Buy	+5,469	New	+$701K	0.7%	57
2018 Q4	–	Sell	-657	Closed	-$74K	–	301
2018 Q3	$74K	Sell	657 -16	-2%	-$1.82K	0.07%	165
2018 Q2	$70K	Sell	673 -4	-0.6%	-$439	0.06%	164
2018 Q1	$74K	Buy	677 +120	+22%	+$13.6K	0.07%	153
2017 Q4	$60K	Buy	557 +53	+11%	+$5.37K	0.06%	152
2017 Q3	$48K	Buy	504 +189	+60%	+$17.4K	0.05%	154
2017 Q2	$29K	Buy	315 +23	+8%	+$1.99K	0.01%	183
2017 Q1	$26K	Hold	292	–	–	0.01%	194
2016 Q4	$25K	Buy	+292	New	+$22.3K	0.01%	190
2015 Q4	–	Sell	-198	Closed	-$12K	–	348
2015 Q3	$12K	Sell	198 -9,402	-98%	-$616K	﹤0.01%	268
2015 Q2	$650K	Buy	+9,600	New	+$627K	0.29%	127

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hanseatic Management Services's JPM Position: Q1 2020 in Review

Hanseatic Management Services sold out of JPMorgan Chase (JPM) in Q1 2020, closing a stake of 5,469 shares — an estimated $762K sold.

Hanseatic Management Services first reported a position in JPM in Q2 2015 and held it in 11 quarters. The position peaked at $762K in Q4 2019. 2,783 funds tracked by Wall St. Rank hold JPM as of Q1 2020.

Hanseatic Management Services reported no remaining JPMorgan Chase position as of Q1 2020 after selling out during the quarter.
Hanseatic Management Services sold 5,469 JPMorgan Chase shares in Q1 2020, an estimated $762K.
Hanseatic Management Services first reported a position in JPMorgan Chase in Q2 2015 and held it in 11 quarters.
Hanseatic Management Services's JPMorgan Chase position peaked at $762K in Q4 2019.
2,783 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2020.

Based on Hanseatic Management Services's 13F filing for Q1 2020, filed 22 Apr 2020.