JJ
JPM icon

JDC-JSC’s JPMorgan Chase JPM Stock Holding History

JDC-JSC’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
Q3 		$404K Sell
4,200
-1,800
-30% -$177K 1.94% 17
2020
Q2 		$564K Buy
6,000
+4,500
+300% +$427K 0.92% 14
2020
Q1 		$135K Buy
+1,500
New +$182K 0.59% 21

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JDC-JSC's JPM Position: Q3 2020 in Review

JDC-JSC reduced its JPMorgan Chase (JPM) stake by 30% in Q3 2020, selling an estimated $177K and leaving 4,200 shares worth $404K. The position accounts for 1.94% of the portfolio, ranked #17.

JDC-JSC first reported a position in JPM in Q1 2020 and has held it in 3 quarters since. The position peaked at $564K in Q2 2020. 2,827 funds tracked by Wall St. Rank hold JPM as of Q3 2020.

  • JDC-JSC held 4,200 shares of JPMorgan Chase worth $404K as of Q3 2020.
  • JDC-JSC sold 1,800 JPMorgan Chase shares in Q3 2020, an estimated $177K.
  • JPMorgan Chase made up 1.94% of JDC-JSC's portfolio in Q3 2020, its #17 holding.
  • JDC-JSC first reported a position in JPMorgan Chase in Q1 2020 and has held it in 3 quarters since.
  • JDC-JSC's JPMorgan Chase position peaked at $564K in Q2 2020.
  • 2,827 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2020.

Based on JDC-JSC's 13F filing for Q3 2020, filed 3 Nov 2020.