Horizon Kinetics’s JPMorgan Chase JPM Stock Holding History

Horizon Kinetics’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
2018 Q4	$1.04M	Buy	10,622 +914	+9%	+$97.4K	0.03%	158
2018 Q3	$1.1M	Sell	9,708 -365	-4%	-$41.4K	0.03%	170
2018 Q2	$1.05M	Buy	10,073 +104	+1%	+$11.4K	0.03%	169
2018 Q1	$1.1M	Buy	9,969 +1,059	+12%	+$120K	0.03%	166
2017 Q4	$953K	Hold	8,910	–	–	0.03%	190
2017 Q3	$851K	Buy	8,910 +750	+9%	+$69.2K	0.03%	207
2017 Q2	$746K	Buy	8,160 +222	+3%	+$19.2K	0.02%	231
2017 Q1	$697K	Hold	7,938	–	–	0.02%	239
2016 Q4	$685K	Buy	7,938 +2,213	+39%	+$169K	0.02%	240
2016 Q3	$381K	Buy	5,725 +208	+4%	+$13.6K	0.01%	431
2016 Q2	$343K	Buy	5,517 +492	+10%	+$30.7K	0.01%	449
2016 Q1	$298K	Buy	+5,025	New	+$293K	0.01%	459

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Horizon Kinetics's JPM Position: Q4 2018 in Review

Horizon Kinetics increased its JPMorgan Chase (JPM) stake by 9.4% in Q4 2018, buying an estimated $97.4K and bringing the position to 10,622 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #158.

Horizon Kinetics first reported a position in JPM in Q1 2016 and has held it in 12 quarters since. The position peaked at $1.1M in Q3 2018. 2,597 funds tracked by Wall St. Rank hold JPM as of Q4 2018.

Horizon Kinetics held 10,622 shares of JPMorgan Chase worth $1.04M as of Q4 2018.
Horizon Kinetics bought 914 JPMorgan Chase shares in Q4 2018, an estimated $97.4K.
JPMorgan Chase made up 0.03% of Horizon Kinetics's portfolio in Q4 2018, its #158 holding.
Horizon Kinetics first reported a position in JPMorgan Chase in Q1 2016 and has held it in 12 quarters since.
Horizon Kinetics's JPMorgan Chase position peaked at $1.1M in Q3 2018.
2,597 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.

Based on Horizon Kinetics's 13F filing for Q4 2018, filed 14 Feb 2019.