Jafra Capital Management’s JPMorgan Chase JPM Stock Holding History

Jafra Capital Management’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
2018 Q3	–	Sell	-10,000	Closed	-$1.04M	–	36
2018 Q2	$1.04M	Sell	10,000 -10,000	-50%	-$1.1M	0.36%	71
2018 Q1	$2.2M	Buy	+20,000	New	+$2.26M	0.68%	42
2017 Q3	–	Sell	-9,321	Closed	-$852K	–	89
2017 Q2	$852K	Buy	+9,321	New	+$804K	0.32%	65

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Jafra Capital Management's JPM Position: Q3 2018 in Review

Jafra Capital Management sold out of JPMorgan Chase (JPM) in Q3 2018, closing a stake of 10,000 shares — an estimated $1.04M sold.

Jafra Capital Management first reported a position in JPM in Q2 2017 and held it in 3 quarters. The position peaked at $2.2M in Q1 2018. 2,449 funds tracked by Wall St. Rank hold JPM as of Q3 2018.

Jafra Capital Management reported no remaining JPMorgan Chase position as of Q3 2018 after selling out during the quarter.
Jafra Capital Management sold 10,000 JPMorgan Chase shares in Q3 2018, an estimated $1.04M.
Jafra Capital Management first reported a position in JPMorgan Chase in Q2 2017 and held it in 3 quarters.
Jafra Capital Management's JPMorgan Chase position peaked at $2.2M in Q1 2018.
2,449 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2018.

Based on Jafra Capital Management's 13F filing for Q3 2018.