IAT Reinsurance’s JPMorgan Chase JPM Stock Holding History

IAT Reinsurance’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 Q4	–	Sell	-5,655	Closed	-$666K	–	94
2019 Q3	$666K	Hold	5,655	–	–	0.11%	83
2019 Q2	$632K	Hold	5,655	–	–	0.1%	87
2019 Q1	$572K	Hold	5,655	–	–	0.1%	93
2018 Q4	$552K	Hold	5,655	–	–	0.1%	96
2018 Q3	$638K	Hold	5,655	–	–	0.09%	93
2018 Q2	$589K	Sell	5,655 -8,500	-60%	-$932K	0.09%	85
2018 Q1	$1.56M	Hold	14,155	–	–	0.24%	50
2017 Q4	$1.51M	Hold	14,155	–	–	0.21%	53
2017 Q3	$1.35M	Hold	14,155	–	–	0.21%	54
2017 Q2	$1.29M	Hold	14,155	–	–	0.22%	52
2017 Q1	$1.24M	Hold	14,155	–	–	0.22%	48
2016 Q4	$1.22M	Hold	14,155	–	–	0.21%	57
2016 Q3	$943K	Buy	14,155 +8,500	+150%	+$554K	0.18%	57
2016 Q2	$351K	Hold	5,655	–	–	0.24%	73
2016 Q1	$335K	Hold	5,655	–	–	0.22%	79
2015 Q4	$373K	Sell	5,655 -8,500	-60%	-$553K	0.25%	77
2015 Q3	$863K	Hold	14,155	–	–	0.17%	61
2015 Q2	$959K	Hold	14,155	–	–	0.15%	64
2015 Q1	$858K	Hold	14,155	–	–	0.13%	71
2014 Q4	$886K	Buy	+14,155	New	+$852K	0.12%	72

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

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

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

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

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

IAT Reinsurance's JPM Position: Q4 2019 in Review

IAT Reinsurance sold out of JPMorgan Chase (JPM) in Q4 2019, closing a stake of 5,655 shares — an estimated $666K sold.

IAT Reinsurance first reported a position in JPM in Q4 2014 and held it in 20 quarters. The position peaked at $1.56M in Q1 2018. 2,891 funds tracked by Wall St. Rank hold JPM as of Q4 2019.

IAT Reinsurance reported no remaining JPMorgan Chase position as of Q4 2019 after selling out during the quarter.
IAT Reinsurance sold 5,655 JPMorgan Chase shares in Q4 2019, an estimated $666K.
IAT Reinsurance first reported a position in JPMorgan Chase in Q4 2014 and held it in 20 quarters.
IAT Reinsurance's JPMorgan Chase position peaked at $1.56M in Q1 2018.
2,891 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2019.

Based on IAT Reinsurance's 13F filing for Q4 2019, filed 12 Feb 2020.