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IberiaBank’s JPMorgan Chase JPM Stock Holding History

IberiaBank’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
Q2 		$13.1M Sell
139,523
-6,854
-5% -$650K 1.55% 11
2020
Q1 		$13.2M Buy
146,377
+7,755
+6% +$942K 1.74% 10
2019
Q4 		$19.3M Buy
138,622
+5,725
+4% +$734K 2.03% 8
2019
Q3 		$15.6M Sell
132,897
-771
-0.6% -$87.2K 1.8% 11
2019
Q2 		$14.9M Buy
133,668
+16,817
+14% +$1.85M 1.65% 13
2019
Q1 		$11.8M Sell
116,851
-4,782
-4% -$493K 1.37% 20
2018
Q4 		$11.9M Buy
121,633
+4,176
+4% +$445K 1.54% 15
2018
Q3 		$13.3M Buy
117,457
+15,642
+15% +$1.78M 1.66% 14
2018
Q2 		$10.6M Buy
101,815
+7,567
+8% +$830K 1.84% 7
2018
Q1 		$10.4M Buy
94,248
+1,447
+2% +$164K 2.06% 6
2017
Q4 		$9.97M Buy
92,801
+1,434
+2% +$145K 1.56% 12
2017
Q3 		$8.74M Buy
91,367
+27,968
+44% +$2.58M 1.45% 14
2017
Q2 		$5.79M Sell
63,399
-195
-0.3% -$16.8K 1.72% 14
2017
Q1 		$5.59M Sell
63,594
-8,474
-12% -$748K 1.76% 12
2016
Q4 		$6.22M Buy
72,068
+5,930
+9% +$452K 2.28% 2
2016
Q3 		$4.4M Buy
66,138
+2,999
+5% +$196K 1.88% 19
2016
Q2 		$3.92M Buy
63,139
+3,392
+6% +$212K 1.73% 23
2016
Q1 		$3.54M Buy
59,747
+785
+1% +$45.8K 1.67% 26
2015
Q4 		$3.89M Buy
58,962
+2,140
+4% +$139K 1.75% 22
2015
Q3 		$3.46M Sell
56,822
-2,345
-4% -$154K 1.78% 23
2015
Q2 		$4.01M Buy
59,167
+1,642
+3% +$107K 1.79% 13
2015
Q1 		$3.48M Buy
57,525
+7,018
+14% +$416K 1.56% 23
2014
Q4 		$3.16M Buy
50,507
+2,118
+4% +$127K 1.73% 10
2014
Q3 		$2.92M Buy
48,389
+3,317
+7% +$194K 1.64% 18
2014
Q2 		$2.6M Buy
45,072
+3,203
+8% +$180K 1.45% 22
2014
Q1 		$2.54M Buy
41,869
+2,186
+6% +$126K 1.57% 22
2013
Q4 		$2.32M Buy
39,683
+91
+0.2% +$4.99K 1.52% 22
2013
Q3 		$2.05M Buy
39,592
+4,050
+11% +$217K 1.34% 26
2013
Q2 		$1.88M Buy
+35,542
New +$1.81M 1.42% 24

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IberiaBank's JPM Position: Q2 2020 in Review

IberiaBank reduced its JPMorgan Chase (JPM) stake by 4.7% in Q2 2020, selling an estimated $650K and leaving 139,523 shares worth $13.1M. The position accounts for 1.55% of the portfolio, ranked #11.

IberiaBank first reported a position in JPM in Q2 2013 and has held it in 29 quarters since. The position peaked at $19.3M in Q4 2019. 2,848 funds tracked by Wall St. Rank hold JPM as of Q2 2020.

  • IberiaBank held 139,523 shares of JPMorgan Chase worth $13.1M as of Q2 2020.
  • IberiaBank sold 6,854 JPMorgan Chase shares in Q2 2020, an estimated $650K.
  • JPMorgan Chase made up 1.55% of IberiaBank's portfolio in Q2 2020, its #11 holding.
  • IberiaBank first reported a position in JPMorgan Chase in Q2 2013 and has held it in 29 quarters since.
  • IberiaBank's JPMorgan Chase position peaked at $19.3M in Q4 2019.
  • 2,848 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.