HFA
JPM icon

Huber Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Huber Financial 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
Q1 		$300K Buy
3,337
+400
+14% +$48.6K 0.11% 82
2019
Q4 		$409K Hold
2,937
– – 0.14% 81
2019
Q3 		$346K Sell
2,937
-217
-7% -$24.5K 0.14% 84
2019
Q2 		$353K Buy
3,154
+2
+0.1% +$221 0.15% 79
2019
Q1 		$319K Buy
3,152
+504
+19% +$51.9K 0.16% 86
2018
Q4 		$258K Buy
2,648
+402
+18% +$42.8K 0.14% 84
2018
Q3 		$253K Buy
2,246
+2
+0.1% +$227 0.19% 85
2018
Q2 		$233K Sell
2,244
-858
-28% -$94.1K 0.21% 87
2018
Q1 		$341K Buy
3,102
+148
+5% +$16.8K 0.34% 61
2017
Q4 		$316K Buy
+2,954
New +$299K 0.35% 57

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Huber Financial Advisors's JPM Position: Q1 2020 in Review

Huber Financial Advisors increased its JPMorgan Chase (JPM) stake by 14% in Q1 2020, buying an estimated $48.6K and bringing the position to 3,337 shares worth $300K. The position accounts for 0.11% of the portfolio, ranked #82.

Huber Financial Advisors first reported a position in JPM in Q4 2017 and has held it in 10 quarters since. The position peaked at $409K in Q4 2019. 2,784 funds tracked by Wall St. Rank hold JPM as of Q1 2020.

  • Huber Financial Advisors held 3,337 shares of JPMorgan Chase worth $300K as of Q1 2020.
  • Huber Financial Advisors bought 400 JPMorgan Chase shares in Q1 2020, an estimated $48.6K.
  • JPMorgan Chase made up 0.11% of Huber Financial Advisors's portfolio in Q1 2020, its #82 holding.
  • Huber Financial Advisors first reported a position in JPMorgan Chase in Q4 2017 and has held it in 10 quarters since.
  • Huber Financial Advisors's JPMorgan Chase position peaked at $409K in Q4 2019.
  • 2,784 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.