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HL Financial Services’s JPMorgan Chase JPM Stock Holding History

HL Financial 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
2019
Q1 		$288M Buy
2,841,451
+327,578
+13% +$33.7M 4.42% 3
2018
Q4 		$245M Buy
2,513,873
+38,104
+2% +$4.06M 4.29% 2
2018
Q3 		$279M Buy
2,475,769
+23,637
+1% +$2.68M 4.32% 3
2018
Q2 		$256M Buy
2,452,132
+97,043
+4% +$10.6M 4.43% 2
2018
Q1 		$259M Buy
2,355,089
+3,037
+0.1% +$344K 4.59% 1
2017
Q4 		$252M Sell
2,352,052
-52,969
-2% -$5.36M 4.87% 1
2017
Q3 		$230M Sell
2,405,021
-7,918
-0.3% -$730K 4.44% 2
2017
Q2 		$221M Buy
2,412,939
+49,429
+2% +$4.26M 4.41% 2
2017
Q1 		$208M Sell
2,363,510
-33,698
-1% -$2.97M 4.26% 3
2016
Q4 		$207M Buy
2,397,208
+115,896
+5% +$8.84M 4.45% 1
2016
Q3 		$152M Sell
2,281,312
-13,913
-0.6% -$907K 3.54% 4
2016
Q2 		$143M Buy
2,295,225
+55,445
+2% +$3.46M 3.37% 4
2016
Q1 		$133M Buy
2,239,780
+77,831
+4% +$4.55M 3.22% 5
2015
Q4 		$143M Buy
2,161,949
+152,165
+8% +$9.91M 3.65% 4
2015
Q3 		$123M Buy
2,009,784
+25,965
+1% +$1.7M 3.45% 4
2015
Q2 		$134M Buy
1,983,819
+268
+0% +$17.5K 3.56% 4
2015
Q1 		$120M Buy
1,983,551
+38,352
+2% +$2.27M 3.23% 6
2014
Q4 		$122M Buy
1,945,199
+9,613
+0.5% +$578K 3.33% 3
2014
Q3 		$117M Sell
1,935,586
-18,986
-1% -$1.11M 3.39% 2
2014
Q2 		$113M Buy
1,954,572
+118,806
+6% +$6.68M 3.28% 3
2014
Q1 		$111M Sell
1,835,766
-15,533
-0.8% -$898K 3.36% 3
2013
Q4 		$108M Buy
1,851,299
+51,980
+3% +$2.85M 3.28% 3
2013
Q3 		$93M Buy
1,799,319
+24,915
+1% +$1.34M 3.26% 3
2013
Q2 		$93.7M Buy
+1,774,404
New +$90.2M 3.45% 3

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HL Financial Services's JPM Position: Q1 2019 in Review

HL Financial Services increased its JPMorgan Chase (JPM) stake by 13% in Q1 2019, buying an estimated $33.7M and bringing the position to 2,841,451 shares worth $288M. The position accounts for 4.42% of the portfolio, ranked #3.

HL Financial Services first reported a position in JPM in Q2 2013 and has held it in 24 quarters since. 2,599 funds tracked by Wall St. Rank hold JPM as of Q1 2019.

  • HL Financial Services held 2,841,451 shares of JPMorgan Chase worth $288M as of Q1 2019.
  • HL Financial Services bought 327,578 JPMorgan Chase shares in Q1 2019, an estimated $33.7M.
  • JPMorgan Chase made up 4.42% of HL Financial Services's portfolio in Q1 2019, its #3 holding.
  • HL Financial Services first reported a position in JPMorgan Chase in Q2 2013 and has held it in 24 quarters since.
  • 2,599 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.