Highwater Wealth Management’s JPMorgan Chase JPM Stock Holding History

Highwater Wealth 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
2019 Q3	$303K	Sell	2,577 -111	-4%	-$12.6K	1.34%	19
2019 Q2	$301K	Buy	2,688 +144	+6%	+$15.9K	1.36%	21
2019 Q1	$258K	Sell	2,544 -310	-11%	-$31.9K	1.07%	23
2018 Q4	$279K	Buy	+2,854	New	+$304K	1.3%	23
2018 Q1	–	Sell	-3,385	Closed	-$362K	–	28
2017 Q4	$362K	Sell	3,385 -192	-5%	-$19.4K	0.77%	26
2017 Q3	$342K	Sell	3,577 -391	-10%	-$36.1K	0.81%	25
2017 Q2	$363K	Buy	3,968 +858	+28%	+$74K	0.87%	24
2017 Q1	$273K	Sell	3,110 -408	-12%	-$36K	0.82%	33
2016 Q4	$304K	Buy	+3,518	New	+$268K	1.56%	24

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

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

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

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

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

Highwater Wealth Management's JPM Position: Q3 2019 in Review

Highwater Wealth Management reduced its JPMorgan Chase (JPM) stake by 4.1% in Q3 2019, selling an estimated $12.6K and leaving 2,577 shares worth $303K. The position accounts for 1.34% of the portfolio, ranked #19.

Highwater Wealth Management first reported a position in JPM in Q4 2016 and has held it in 9 quarters since. The position peaked at $363K in Q2 2017. 2,608 funds tracked by Wall St. Rank hold JPM as of Q3 2019.

Highwater Wealth Management held 2,577 shares of JPMorgan Chase worth $303K as of Q3 2019.
Highwater Wealth Management sold 111 JPMorgan Chase shares in Q3 2019, an estimated $12.6K.
JPMorgan Chase made up 1.34% of Highwater Wealth Management's portfolio in Q3 2019, its #19 holding.
Highwater Wealth Management first reported a position in JPMorgan Chase in Q4 2016 and has held it in 9 quarters since.
Highwater Wealth Management's JPMorgan Chase position peaked at $363K in Q2 2017.
2,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2019.

Based on Highwater Wealth Management's 13F filing for Q3 2019, filed 17 Oct 2019.