JAM
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Jolley Asset Management’s JPMorgan Chase JPM Stock Holding History

Jolley Asset 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
2020
Q1 		$3.32M Sell
36,910
-1,522
-4% -$185K 2.56% 16
2019
Q4 		$5.36M Sell
38,432
-3,005
-7% -$385K 3.05% 4
2019
Q3 		$4.88M Sell
41,437
-674
-2% -$76.2K 3.17% 9
2019
Q2 		$4.71M Buy
42,111
+2
+0% +$221 3.02% 15
2019
Q1 		$4.26M Buy
42,109
+1,845
+5% +$190K 3.08% 18
2018
Q4 		$3.93M Buy
40,264
+2,024
+5% +$216K 3.01% 17
2018
Q3 		$4.32M Sell
38,240
-105
-0.3% -$11.9K 2.89% 13
2018
Q2 		$4M Sell
38,345
-2,233
-6% -$245K 2.68% 17
2018
Q1 		$4.46M Sell
40,578
-8,918
-18% -$1.01M 2.7% 16
2017
Q4 		$5.29M Sell
49,496
-43
-0.1% -$4.35K 3.37% 2
2017
Q3 		$4.73M Sell
49,539
-1,018
-2% -$93.9K 3.21% 1
2017
Q2 		$4.62M Sell
50,557
-9,614
-16% -$830K 3.24% 1
2017
Q1 		$5.29M Sell
60,171
-1,038
-2% -$91.6K 3.8% 1
2016
Q4 		$5.28M Sell
61,209
-1,594
-3% -$122K 3.79% 2
2016
Q3 		$4.18M Sell
62,803
-160
-0.3% -$10.4K 3.38% 5
2016
Q2 		$3.91M Sell
62,963
-115
-0.2% -$7.18K 3.15% 6
2016
Q1 		$3.73M Buy
63,078
+3,244
+5% +$189K 3.4% 7
2015
Q4 		$3.95M Sell
59,834
-1,260
-2% -$82K 3.76% 3
2015
Q3 		$3.73M Sell
61,094
-507
-0.8% -$33.2K 3.77% 3
2015
Q2 		$4.17M Sell
61,601
-895
-1% -$58.4K 3.79% 1
2015
Q1 		$3.79M Sell
62,496
-812
-1% -$48.1K 3.14% 7
2014
Q4 		$3.96M Buy
63,308
+36
+0.1% +$2.17K 3.28% 6
2014
Q3 		$3.81M Sell
63,272
-1,211
-2% -$70.8K 3.07% 6
2014
Q2 		$3.71M Sell
64,483
-2,206
-3% -$124K 2.73% 16
2014
Q1 		$4.05M Sell
66,689
-483
-0.7% -$27.9K 3.01% 10
2013
Q4 		$3.93M Buy
67,172
+744
+1% +$40.8K 3.1% 10
2013
Q3 		$3.43M Sell
66,428
-1,891
-3% -$101K 2.86% 14
2013
Q2 		$3.61M Buy
+68,319
New +$3.47M 2.92% 12

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Jolley Asset Management's JPM Position: Q1 2020 in Review

Jolley Asset Management reduced its JPMorgan Chase (JPM) stake by 4% in Q1 2020, selling an estimated $185K and leaving 36,910 shares worth $3.32M. The position accounts for 2.56% of the portfolio, ranked #16.

Jolley Asset Management first reported a position in JPM in Q2 2013 and has held it in 28 quarters since. The position peaked at $5.36M in Q4 2019. 2,783 funds tracked by Wall St. Rank hold JPM as of Q1 2020.

  • Jolley Asset Management held 36,910 shares of JPMorgan Chase worth $3.32M as of Q1 2020.
  • Jolley Asset Management sold 1,522 JPMorgan Chase shares in Q1 2020, an estimated $185K.
  • JPMorgan Chase made up 2.56% of Jolley Asset Management's portfolio in Q1 2020, its #16 holding.
  • Jolley Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 28 quarters since.
  • Jolley Asset Management's JPMorgan Chase position peaked at $5.36M in Q4 2019.
  • 2,783 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2020.

Based on Jolley Asset Management's 13F filing for Q1 2020, filed 15 Apr 2020.