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Investment Counselors of Maryland’s JPMorgan Chase JPM Stock Holding History

Investment Counselors of Maryland’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 		– Sell
-18,090
Closed -$1.63M – 179
2020
Q1 		$1.63M Sell
18,090
-3,775
-17% -$459K 0.11% 108
2019
Q4 		$3.05M Sell
21,865
-450
-2% -$57.7K 0.13% 108
2019
Q3 		$2.63M Sell
22,315
-6,750
-23% -$763K 0.12% 107
2019
Q2 		$3.25M Buy
29,065
+1,375
+5% +$152K 0.15% 109
2019
Q1 		$2.8M Sell
27,690
-1,950
-7% -$201K 0.14% 106
2018
Q4 		$2.89M Sell
29,640
-200
-0.7% -$21.3K 0.17% 110
2018
Q3 		$3.37M Sell
29,840
-325
-1% -$36.9K 0.15% 110
2018
Q2 		$3.14M Sell
30,165
-1,425
-5% -$156K 0.15% 107
2018
Q1 		$3.47M Sell
31,590
-400
-1% -$45.3K 0.18% 105
2017
Q4 		$3.42M Sell
31,990
-1,385
-4% -$140K 0.17% 107
2017
Q3 		$3.19M Sell
33,375
-550
-2% -$50.7K 0.16% 109
2017
Q2 		$3.1M Sell
33,925
-315
-0.9% -$27.2K 0.16% 109
2017
Q1 		$3.01M Sell
34,240
-4,023
-11% -$355K 0.16% 114
2016
Q4 		$3.3M Sell
38,263
-3,095
-7% -$236K 0.17% 111
2016
Q3 		$2.75M Sell
41,358
-850
-2% -$55.4K 0.16% 113
2016
Q2 		$2.62M Sell
42,208
-1,075
-2% -$67.1K 0.14% 115
2016
Q1 		$2.56M Sell
43,283
-13,750
-24% -$803K 0.15% 113
2015
Q4 		$3.77M Sell
57,033
-50
-0.1% -$3.26K 0.22% 118
2015
Q3 		$3.48M Sell
57,083
-50
-0.1% -$3.27K 0.2% 121
2015
Q2 		$3.87M Sell
57,133
-1,350
-2% -$88.1K 0.18% 123
2015
Q1 		$3.54M Buy
58,483
+2,200
+4% +$130K 0.17% 116
2014
Q4 		$3.52M Sell
56,283
-5,100
-8% -$307K 0.17% 116
2014
Q3 		$3.7M Buy
61,383
+300
+0.5% +$17.5K 0.18% 118
2014
Q2 		$3.52M Hold
61,083
– – 0.15% 116
2014
Q1 		$3.71M Sell
61,083
-975
-2% -$56.3K 0.16% 120
2013
Q4 		$3.63M Sell
62,058
-500
-0.8% -$27.4K 0.15% 125
2013
Q3 		$3.23M Sell
62,558
-33,950
-35% -$1.82M 0.14% 131
2013
Q2 		$5.09M Buy
+96,508
New +$4.91M 0.23% 125

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $1.88T AUM 44.46% 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

Investment Counselors of Maryland's JPM Position: Q2 2020 in Review

Investment Counselors of Maryland sold out of JPMorgan Chase (JPM) in Q2 2020, closing a stake of 18,090 shares — an estimated $1.63M sold.

Investment Counselors of Maryland first reported a position in JPM in Q2 2013 and held it in 28 quarters. The position peaked at $5.09M in Q2 2013. 2,848 funds tracked by Wall St. Rank hold JPM as of Q2 2020.

  • Investment Counselors of Maryland reported no remaining JPMorgan Chase position as of Q2 2020 after selling out during the quarter.
  • Investment Counselors of Maryland sold 18,090 JPMorgan Chase shares in Q2 2020, an estimated $1.63M.
  • Investment Counselors of Maryland first reported a position in JPMorgan Chase in Q2 2013 and held it in 28 quarters.
  • Investment Counselors of Maryland's JPMorgan Chase position peaked at $5.09M in Q2 2013.
  • 2,848 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2020.

Based on Investment Counselors of Maryland's 13F filing for Q2 2020, filed 7 Aug 2020.