Howard Capital Management (New York)’s JPMorgan Chase JPM Stock Holding History

Howard Capital Management (New York)’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 Q4	$26.8M	Buy	211,011 +3,170	+2%	+$354K	3.01%	10
2020 Q3	$20M	Sell	207,841 -3,300	-2%	-$324K	2.53%	15
2020 Q2	$19.9M	Buy	211,141 +50,335	+31%	+$4.78M	2.64%	10
2020 Q1	$14.5M	Sell	160,806 -820	-0.5%	-$99.6K	2.47%	14
2019 Q4	$22.5M	Buy	161,626 +8,600	+6%	+$1.1M	2.82%	8
2019 Q3	$18M	Sell	153,026 -803	-0.5%	-$90.8K	2.56%	11
2019 Q2	$17.2M	Sell	153,829 -813	-0.5%	-$89.6K	2.35%	12
2019 Q1	$15.7M	Buy	154,642 +3,532	+2%	+$364K	2.21%	14
2018 Q4	$14.8M	Buy	151,110 +1,122	+0.7%	+$120K	2.44%	13
2018 Q3	$16.9M	Buy	149,988 +3,017	+2%	+$342K	2.26%	14
2018 Q2	$15.3M	Buy	146,971 +3,543	+2%	+$389K	2.2%	17
2018 Q1	$15.8M	Buy	143,428 +228	+0.2%	+$25.8K	2.3%	15
2017 Q4	$15.3M	Sell	143,200 -1,881	-1%	-$190K	2.25%	17
2017 Q3	$13.9M	Sell	145,081 -358	-0.2%	-$33K	2.14%	20
2017 Q2	$13.3M	Sell	145,439 -2,122	-1%	-$183K	2.09%	21
2017 Q1	$13M	Sell	147,561 -1,286	-0.9%	-$113K	2.16%	21
2016 Q4	$12.8M	Sell	148,847 -896	-0.6%	-$68.3K	2.28%	17
2016 Q3	$9.97M	Buy	149,743 +1,305	+0.9%	+$85.1K	1.81%	27
2016 Q2	$9.22M	Buy	148,438 +1,524	+1%	+$95.2K	1.77%	28
2016 Q1	$8.7M	Buy	146,914 +713	+0.5%	+$41.6K	1.71%	30
2015 Q4	$9.65M	Sell	146,201 -1,067	-0.7%	-$69.5K	1.89%	24
2015 Q3	$8.98M	Buy	147,268 +321	+0.2%	+$21K	1.83%	24
2015 Q2	$9.96M	Sell	146,947 -59,607	-29%	-$3.89M	1.9%	19
2015 Q1	$12.5M	Buy	206,554 +2,088	+1%	+$124K	2.41%	12
2014 Q4	$12.8M	Buy	204,466 +1,389	+0.7%	+$83.6K	2.46%	12
2014 Q3	$12.2M	Buy	203,077 +1,203	+0.6%	+$70.3K	2.44%	14
2014 Q2	$11.6M	Sell	201,874 -5,001	-2%	-$281K	2.29%	14
2014 Q1	$12.6M	Buy	206,875 +9,568	+5%	+$553K	2.47%	14
2013 Q4	$11.5M	Buy	197,307 +10,913	+6%	+$598K	2.37%	15
2013 Q3	$9.63M	Buy	186,394 +4,896	+3%	+$263K	2.35%	16
2013 Q2	$9.58M	Buy	+181,498	New	+$9.23M	2.51%	13

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Howard Capital Management (New York)'s JPM Position: Q4 2020 in Review

Howard Capital Management (New York) increased its JPMorgan Chase (JPM) stake by 1.5% in Q4 2020, buying an estimated $354K and bringing the position to 211,011 shares worth $26.8M. The position accounts for 3.01% of the portfolio, ranked #10.

Howard Capital Management (New York) first reported a position in JPM in Q2 2013 and has held it in 31 quarters since. 3,125 funds tracked by Wall St. Rank hold JPM as of Q4 2020.

Howard Capital Management (New York) held 211,011 shares of JPMorgan Chase worth $26.8M as of Q4 2020.
Howard Capital Management (New York) bought 3,170 JPMorgan Chase shares in Q4 2020, an estimated $354K.
JPMorgan Chase made up 3.01% of Howard Capital Management (New York)'s portfolio in Q4 2020, its #10 holding.
Howard Capital Management (New York) first reported a position in JPMorgan Chase in Q2 2013 and has held it in 31 quarters since.
3,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2020.

Based on Howard Capital Management (New York)'s 13F filing for Q4 2020, filed 2 Feb 2021.