Hillman Capital Management’s JPMorgan Chase JPM Stock Holding History

Hillman 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
2021 Q1	–	Sell	-38,100	Closed	-$4.84M	–	46
2020 Q4	$4.84M	Buy	38,100 +6,600	+21%	+$738K	2.61%	22
2020 Q3	$3.03M	Hold	31,500	–	–	2.13%	32
2020 Q2	$2.96M	Buy	+31,500	New	+$2.99M	2.16%	29
2020 Q1	–	Sell	-600	Closed	-$84K	–	49
2019 Q4	$84K	Buy	+600	New	+$77K	0.06%	50
2013 Q4	$1.95M	Sell	33,301 -15,031	-31%	-$823K	2.91%	19
2013 Q3	$2.55M	Sell	48,332 -463	-0.9%	-$24.8K	3.9%	8
2013 Q2	$2.66M	Buy	+48,795	New	+$2.48M	3.7%	6

Other funds holding JPM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Hillman Capital Management's JPM Position: Q1 2021 in Review

Hillman Capital Management sold out of JPMorgan Chase (JPM) in Q1 2021, closing a stake of 38,100 shares — an estimated $4.84M sold.

Hillman Capital Management first reported a position in JPM in Q2 2013 and held it in 7 quarters. The position peaked at $4.84M in Q4 2020. 3,214 funds tracked by Wall St. Rank hold JPM as of Q1 2021.

Hillman Capital Management reported no remaining JPMorgan Chase position as of Q1 2021 after selling out during the quarter.
Hillman Capital Management sold 38,100 JPMorgan Chase shares in Q1 2021, an estimated $4.84M.
Hillman Capital Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 7 quarters.
Hillman Capital Management's JPMorgan Chase position peaked at $4.84M in Q4 2020.
3,214 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2021.

Based on Hillman Capital Management's 13F filing for Q1 2021, filed 14 May 2021.