Jupiter Investment Management’s JPMorgan Chase JPM Stock Holding History

Jupiter Investment 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 Q2	$6.64M	Sell	70,585 -74,519	-51%	-$7.07M	0.11%	173
2020 Q1	$13.1M	Sell	145,104 -144,692	-50%	-$17.6M	0.25%	102
2019 Q4	$40.4M	Sell	289,796 -396,079	-58%	-$50.8M	0.56%	52
2019 Q3	$80.7M	Sell	685,875 -847,011	-55%	-$95.8M	1.04%	20
2019 Q2	$171M	Buy	1,532,886 +1,389,796	+971%	+$153M	1.75%	6
2019 Q1	$14.5M	Sell	143,090 -2,559	-2%	-$264K	0.13%	125
2018 Q4	$14.2M	Sell	145,649 -2,392	-2%	-$255K	0.13%	131
2018 Q3	$16.7M	Sell	148,041 -128,353	-46%	-$14.6M	0.11%	137
2018 Q2	$28.8M	Sell	276,394 -3,502	-1%	-$384K	0.21%	107
2018 Q1	$30.8M	Buy	279,896 +25,272	+10%	+$2.86M	0.25%	99
2017 Q4	$27.2M	Buy	254,624 +51,690	+25%	+$5.23M	0.25%	98
2017 Q3	$19.4M	Buy	202,934 +34,505	+20%	+$3.18M	0.2%	115
2017 Q2	$15.4M	Buy	168,429 +51,535	+44%	+$4.45M	0.19%	119
2017 Q1	$10.3M	Buy	116,894 +25,795	+28%	+$2.28M	0.15%	114
2016 Q4	$7.86M	Sell	91,099 -9,952	-10%	-$759K	0.14%	118
2016 Q3	$6.73M	Sell	101,051 -144,017	-59%	-$9.39M	0.12%	136
2016 Q2	$15.2M	Buy	245,068 +98,926	+68%	+$6.18M	0.29%	93
2016 Q1	$8.65M	Buy	146,142 +83,371	+133%	+$4.87M	0.18%	138
2015 Q4	$4.14M	Buy	62,771 +23,011	+58%	+$1.5M	0.11%	142
2015 Q3	$2.42M	Buy	39,760 +9,758	+33%	+$639K	0.07%	163
2015 Q2	$2.03M	Hold	30,002	–	–	0.06%	139
2015 Q1	$1.82M	Sell	30,002 -12,255	-29%	-$726K	0.06%	149
2014 Q4	$2.64M	Sell	42,257 -7,233	-15%	-$435K	0.09%	154
2014 Q3	$2.98M	Buy	49,490 +24,444	+98%	+$1.43M	0.15%	123
2014 Q2	$1.44M	Sell	25,046 -16,798	-40%	-$944K	0.08%	198
2014 Q1	$2.54M	Buy	41,844 +13,067	+45%	+$755K	0.17%	156
2013 Q4	$1.68M	Sell	28,777 -54,777	-66%	-$3M	0.14%	182
2013 Q3	$4.32M	Buy	83,554 +63,296	+312%	+$3.4M	0.41%	94
2013 Q2	$1.07M	Buy	+20,258	New	+$1.03M	0.13%	186

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jupiter Investment Management's JPM Position: Q2 2020 in Review

Jupiter Investment Management reduced its JPMorgan Chase (JPM) stake by 51% in Q2 2020, selling an estimated $7.07M and leaving 70,585 shares worth $6.64M. The position accounts for 0.11% of the portfolio, ranked #173.

Jupiter Investment Management first reported a position in JPM in Q2 2013 and has held it in 29 quarters since. The position peaked at $171M in Q2 2019. 2,847 funds tracked by Wall St. Rank hold JPM as of Q2 2020.

Jupiter Investment Management held 70,585 shares of JPMorgan Chase worth $6.64M as of Q2 2020.
Jupiter Investment Management sold 74,519 JPMorgan Chase shares in Q2 2020, an estimated $7.07M.
JPMorgan Chase made up 0.11% of Jupiter Investment Management's portfolio in Q2 2020, its #173 holding.
Jupiter Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 29 quarters since.
Jupiter Investment Management's JPMorgan Chase position peaked at $171M in Q2 2019.
2,847 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.