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Hugh Johnson Advisors’s JPMorgan Chase JPM Stock Holding History

Hugh Johnson 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
2019
Q2 		$2M Buy
17,910
+3,215
+22% +$354K 0.62% 45
2019
Q1 		$1.49M Buy
14,695
+1,171
+9% +$121K 0.46% 51
2018
Q4 		$1.32M Buy
13,524
+554
+4% +$59K 0.49% 49
2018
Q3 		$1.46M Buy
12,970
+10
+0.1% +$1.14K 0.4% 58
2018
Q2 		$1.35M Buy
12,960
+1,255
+11% +$138K 0.39% 59
2018
Q1 		$1.29M Buy
11,705
+11
+0.1% +$1.25K 0.38% 61
2017
Q4 		$1.25M Buy
11,694
+41
+0.4% +$4.15K 0.37% 59
2017
Q3 		$1.11M Buy
11,653
+4,327
+59% +$399K 0.33% 59
2017
Q2 		$670K Buy
7,326
+632
+9% +$54.5K 0.21% 62
2017
Q1 		$588K Sell
6,694
-149
-2% -$13.1K 0.19% 66
2016
Q4 		$590K Sell
6,843
-1,359
-17% -$104K 0.2% 64
2016
Q3 		$546K Buy
8,202
+60
+0.7% +$3.91K 0.2% 66
2016
Q2 		$506K Buy
8,142
+382
+5% +$23.9K 0.2% 60
2016
Q1 		$460K Buy
7,760
+383
+5% +$22.4K 0.18% 63
2015
Q4 		$487K Sell
7,377
-509
-6% -$33.1K 0.19% 64
2015
Q3 		$481K Buy
7,886
+27
+0.3% +$1.77K 0.19% 63
2015
Q2 		$533K Sell
7,859
-133
-2% -$8.68K 0.19% 64
2015
Q1 		$484K Buy
7,992
+29
+0.4% +$1.72K 0.16% 66
2014
Q4 		$499K Sell
7,963
-702
-8% -$42.2K 0.17% 64
2014
Q3 		$522K Buy
8,665
+736
+9% +$43K 0.19% 61
2014
Q2 		$457K Sell
7,929
-92,064
-92% -$5.18M 0.17% 61
2014
Q1 		$6.07M Buy
99,993
+1,121
+1% +$64.8K 2.29% 13
2013
Q4 		$5.78M Sell
98,872
-482
-0.5% -$26.4K 2.27% 12
2013
Q3 		$5.14M Buy
99,354
+3,106
+3% +$167K 2.18% 13
2013
Q2 		$5.08M Buy
+96,248
New +$4.89M 2.32% 15

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hugh Johnson Advisors's JPM Position: Q2 2019 in Review

Hugh Johnson Advisors increased its JPMorgan Chase (JPM) stake by 22% in Q2 2019, buying an estimated $354K and bringing the position to 17,910 shares worth $2M. The position accounts for 0.62% of the portfolio, ranked #45.

Hugh Johnson Advisors first reported a position in JPM in Q2 2013 and has held it in 25 quarters since. The position peaked at $6.07M in Q1 2014. 2,635 funds tracked by Wall St. Rank hold JPM as of Q2 2019.

  • Hugh Johnson Advisors held 17,910 shares of JPMorgan Chase worth $2M as of Q2 2019.
  • Hugh Johnson Advisors bought 3,215 JPMorgan Chase shares in Q2 2019, an estimated $354K.
  • JPMorgan Chase made up 0.62% of Hugh Johnson Advisors's portfolio in Q2 2019, its #45 holding.
  • Hugh Johnson Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 25 quarters since.
  • Hugh Johnson Advisors's JPMorgan Chase position peaked at $6.07M in Q1 2014.
  • 2,635 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2019.

Based on Hugh Johnson Advisors's 13F filing for Q2 2019, filed 6 Aug 2019.