JOYN Advisors’s JPMorgan Chase JPM Stock Holding History

JOYN Advisors’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	$806K	Buy	8,956 +461	+5%	+$56K	0.27%	29
2019 Q4	$1.18M	Sell	8,495 -126	-1%	-$16.2K	0.25%	24
2019 Q3	$1.01M	Sell	8,621 -2,017	-19%	-$228K	0.22%	26
2019 Q2	$1.17M	Buy	10,638 +2,532	+31%	+$279K	0.26%	29
2019 Q1	$821K	Sell	8,106 -2,162	-21%	-$223K	0.19%	33
2018 Q4	$1M	Sell	10,268 -723	-7%	-$77K	0.23%	30
2018 Q3	$1.24M	Buy	10,991 +34	+0.3%	+$3.86K	0.23%	30
2018 Q2	$1.14M	Buy	10,957 +6,453	+143%	+$708K	0.24%	29
2018 Q1	$495K	Sell	4,504 -1,448	-24%	-$164K	0.11%	64
2017 Q4	$636K	Buy	+5,952	New	+$603K	0.14%	67

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

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JOYN Advisors's JPM Position: Q1 2020 in Review

JOYN Advisors increased its JPMorgan Chase (JPM) stake by 5.4% in Q1 2020, buying an estimated $56K and bringing the position to 8,956 shares worth $806K. The position accounts for 0.27% of the portfolio, ranked #29.

JOYN Advisors first reported a position in JPM in Q4 2017 and has held it in 10 quarters since. The position peaked at $1.24M in Q3 2018. 2,783 funds tracked by Wall St. Rank hold JPM as of Q1 2020.

JOYN Advisors held 8,956 shares of JPMorgan Chase worth $806K as of Q1 2020.
JOYN Advisors bought 461 JPMorgan Chase shares in Q1 2020, an estimated $56K.
JPMorgan Chase made up 0.27% of JOYN Advisors's portfolio in Q1 2020, its #29 holding.
JOYN Advisors first reported a position in JPMorgan Chase in Q4 2017 and has held it in 10 quarters since.
JOYN Advisors's JPMorgan Chase position peaked at $1.24M in Q3 2018.
2,783 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.