JP Morgan Chase
BANX

JP Morgan Chase’s ArrowMark Financial BANX Stock Holding History

JP Morgan Chase’s Portfolio BANX Stock Details BANX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-5,155
Closed -$83K – 5365
2020
Q1 		$83K Buy
5,155
+2,650
+106% +$53.1K ﹤0.01% 4575
2019
Q4 		$56K Buy
2,505
+2,305
+1,153% +$52.2K ﹤0.01% 5085
2019
Q3 		$4K Sell
200
-4,243
-95% -$92.5K ﹤0.01% 5577
2019
Q2 		$96K Sell
4,443
-3,602
-45% -$78.3K ﹤0.01% 4949
2019
Q1 		$173K Sell
8,045
-10,300
-56% -$213K ﹤0.01% 4682
2018
Q4 		$354K Buy
18,345
+7,394
+68% +$152K ﹤0.01% 4311
2018
Q3 		$246K Buy
10,951
+798
+8% +$17.9K ﹤0.01% 4605
2018
Q2 		$233K Buy
10,153
+6,022
+146% +$132K ﹤0.01% 4501
2018
Q1 		$90K Sell
4,131
-269
-6% -$5.79K ﹤0.01% 4620
2017
Q4 		$89K Sell
4,400
-1,315
-23% -$26.9K ﹤0.01% 4704
2017
Q3 		$118K Buy
5,715
+1,715
+43% +$34.9K ﹤0.01% 4259
2017
Q2 		$82K Buy
4,000
+3,471
+656% +$69.4K ﹤0.01% 4233
2017
Q1 		$11K Buy
+529
New +$10.4K ﹤0.01% 4795

Other funds holding BANX

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

JP Morgan Chase's BANX Position: Q2 2020 in Review

JP Morgan Chase sold out of ArrowMark Financial (BANX) in Q2 2020, closing a stake of 5,155 shares — an estimated $83K sold.

JP Morgan Chase first reported a position in BANX in Q1 2017 and held it in 13 quarters. The position peaked at $354K in Q4 2018. 37 funds tracked by Wall St. Rank hold BANX as of Q2 2020.

  • JP Morgan Chase reported no remaining ArrowMark Financial position as of Q2 2020 after selling out during the quarter.
  • JP Morgan Chase sold 5,155 ArrowMark Financial shares in Q2 2020, an estimated $83K.
  • JP Morgan Chase first reported a position in ArrowMark Financial in Q1 2017 and held it in 13 quarters.
  • JP Morgan Chase's ArrowMark Financial position peaked at $354K in Q4 2018.
  • 37 funds tracked by Wall St. Rank held ArrowMark Financial as of Q2 2020.

Based on JP Morgan Chase's 13F filing for Q2 2020, filed 11 Aug 2020.