Kaizen Advisory’s JPMorgan Chase JPM Stock Holding History

Kaizen Advisory’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
2018 Q4	$884K	Buy	9,057 +676	+8%	+$72K	0.61%	21
2018 Q3	$946K	Hold	8,381	–	–	0.49%	90
2018 Q2	$873K	Buy	8,381 +5,019	+149%	+$551K	0.44%	100
2018 Q1	$370K	Sell	3,362 -11,335	-77%	-$1.28M	0.37%	11
2017 Q4	$1.54M	Buy	+14,697	New	+$1.49M	0.92%	14

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Kaizen Advisory's JPM Position: Q4 2018 in Review

Kaizen Advisory increased its JPMorgan Chase (JPM) stake by 8.1% in Q4 2018, buying an estimated $72K and bringing the position to 9,057 shares worth $884K. The position accounts for 0.61% of the portfolio, ranked #21.

Kaizen Advisory first reported a position in JPM in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.54M in Q4 2017. 2,596 funds tracked by Wall St. Rank hold JPM as of Q4 2018.

Kaizen Advisory held 9,057 shares of JPMorgan Chase worth $884K as of Q4 2018.
Kaizen Advisory bought 676 JPMorgan Chase shares in Q4 2018, an estimated $72K.
JPMorgan Chase made up 0.61% of Kaizen Advisory's portfolio in Q4 2018, its #21 holding.
Kaizen Advisory first reported a position in JPMorgan Chase in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's JPMorgan Chase position peaked at $1.54M in Q4 2017.
2,596 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.