HRS Investment Holdings’s JPMorgan Chase JPM Stock Holding History

HRS Investment Holdings’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	–	Sell	-32,500	Closed	-$3.17M	–	26
2018 Q4	$3.17M	Sell	32,500 -7,500	-19%	-$799K	1.76%	7
2018 Q3	$4.51M	Hold	40,000	–	–	2.08%	5
2018 Q2	$4.17M	Buy	40,000 +2,500	+7%	+$274K	2.1%	5
2018 Q1	$4.12M	Hold	37,500	–	–	2%	5
2017 Q4	$4.01M	Sell	37,500 -7,500	-17%	-$759K	2.1%	4
2017 Q3	$4.3M	Hold	45,000	–	–	2.6%	3
2017 Q2	$4.11M	Buy	45,000 +5,000	+13%	+$431K	2.69%	3
2017 Q1	$3.51M	Buy	40,000 +10,000	+33%	+$882K	2.53%	3
2016 Q4	$2.59M	Sell	30,000 -5,000	-14%	-$381K	2.09%	8
2016 Q3	$2.33M	Hold	35,000	–	–	2.15%	11
2016 Q2	$2.17M	Sell	35,000 -7,500	-18%	-$468K	2.08%	13
2016 Q1	$2.52M	Hold	42,500	–	–	2.36%	8
2015 Q4	$2.81M	Buy	+42,500	New	+$2.77M	2.7%	6

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

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

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

HRS Investment Holdings's JPM Position: Q1 2019 in Review

HRS Investment Holdings sold out of JPMorgan Chase (JPM) in Q1 2019, closing a stake of 32,500 shares — an estimated $3.17M sold.

HRS Investment Holdings first reported a position in JPM in Q4 2015 and held it in 13 quarters. The position peaked at $4.51M in Q3 2018. 2,599 funds tracked by Wall St. Rank hold JPM as of Q1 2019.

HRS Investment Holdings reported no remaining JPMorgan Chase position as of Q1 2019 after selling out during the quarter.
HRS Investment Holdings sold 32,500 JPMorgan Chase shares in Q1 2019, an estimated $3.17M.
HRS Investment Holdings first reported a position in JPMorgan Chase in Q4 2015 and held it in 13 quarters.
HRS Investment Holdings's JPMorgan Chase position peaked at $4.51M in Q3 2018.
2,599 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2019.

Based on HRS Investment Holdings's 13F filing for Q1 2019, filed 15 May 2019.