Hellman Jordan Management Company’s JPMorgan Chase JPM Stock Holding History

Hellman Jordan Management Company’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	-10,052	Closed	-$1.4M	–	46
2019 Q4	$1.4M	Buy	10,052 +996	+11%	+$128K	1.57%	19
2019 Q3	$1.07M	Hold	9,056	–	–	0.85%	23
2019 Q2	$1.01M	Sell	9,056 -2,800	-24%	-$309K	1.38%	23
2019 Q1	$1.2M	Sell	11,856 -398	-3%	-$41K	0.84%	23
2018 Q4	$1.2M	Buy	12,254 +6,128	+100%	+$653K	1.34%	18
2018 Q3	$691K	Buy	+6,126	New	+$695K	0.5%	30
2017 Q3	–	Sell	-5,970	Closed	-$545K	–	51
2017 Q2	$545K	Buy	+5,970	New	+$515K	1.17%	36
2016 Q3	–	Sell	-19,153	Closed	-$1.19M	–	49
2016 Q2	$1.19M	Buy	+19,153	New	+$1.2M	2.4%	12
2013 Q4	–	Sell	-49,060	Closed	-$2.54M	–	44
2013 Q3	$2.54M	Sell	49,060 -12,090	-20%	-$649K	1.36%	22
2013 Q2	$3.23M	Buy	+61,150	New	+$3.11M	2.08%	7

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

Hellman Jordan Management Company's JPM Position: Q1 2020 in Review

Hellman Jordan Management Company sold out of JPMorgan Chase (JPM) in Q1 2020, closing a stake of 10,052 shares — an estimated $1.4M sold.

Hellman Jordan Management Company first reported a position in JPM in Q2 2013 and held it in 10 quarters. The position peaked at $3.23M in Q2 2013. 2,784 funds tracked by Wall St. Rank hold JPM as of Q1 2020.

Hellman Jordan Management Company reported no remaining JPMorgan Chase position as of Q1 2020 after selling out during the quarter.
Hellman Jordan Management Company sold 10,052 JPMorgan Chase shares in Q1 2020, an estimated $1.4M.
Hellman Jordan Management Company first reported a position in JPMorgan Chase in Q2 2013 and held it in 10 quarters.
Hellman Jordan Management Company's JPMorgan Chase position peaked at $3.23M in Q2 2013.
2,784 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2020.

Based on Hellman Jordan Management Company's 13F filing for Q1 2020, filed 28 May 2020.