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Hochman Cole Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Hochman Cole Investment Advisors’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
Q2 		– Sell
-2,459
Closed -$221K – 109
2020
Q1 		$221K Buy
+2,459
New +$299K 0.15% 96
2018
Q3 		– Sell
-2,038
Closed -$212K – 112
2018
Q2 		$212K Buy
+2,038
New +$224K 0.14% 101

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hochman Cole Investment Advisors's JPM Position: Q2 2020 in Review

Hochman Cole Investment Advisors sold out of JPMorgan Chase (JPM) in Q2 2020, closing a stake of 2,459 shares — an estimated $221K sold.

Hochman Cole Investment Advisors first reported a position in JPM in Q2 2018 and held it in 2 quarters. The position peaked at $221K in Q1 2020. 2,848 funds tracked by Wall St. Rank hold JPM as of Q2 2020.

  • Hochman Cole Investment Advisors reported no remaining JPMorgan Chase position as of Q2 2020 after selling out during the quarter.
  • Hochman Cole Investment Advisors sold 2,459 JPMorgan Chase shares in Q2 2020, an estimated $221K.
  • Hochman Cole Investment Advisors first reported a position in JPMorgan Chase in Q2 2018 and held it in 2 quarters.
  • Hochman Cole Investment Advisors's JPMorgan Chase position peaked at $221K in Q1 2020.
  • 2,848 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2020.

Based on Hochman Cole Investment Advisors's 13F filing for Q2 2020, filed 29 Jul 2020.