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Kathryn A. Hall’s JPMorgan Chase JPM Stock Holding History

Kathryn A. Hall’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
2019
Q4 		– Sell
-1,779
Closed -$209K – 33
2019
Q3 		$209K Buy
+1,779
New +$201K 0.17% 34
2015
Q2 		– Sell
-6,200
Closed -$376K – 39
2015
Q1 		$376K Hold
6,200
– – 0.13% 31
2014
Q4 		$388K Buy
+6,200
New +$373K 0.11% 35
2014
Q3 		– Sell
-56,110
Closed -$3.23M – 38
2014
Q2 		$3.23M Buy
+56,110
New +$3.15M 0.56% 18

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kathryn A. Hall's JPM Position: Q4 2019 in Review

Kathryn A. Hall sold out of JPMorgan Chase (JPM) in Q4 2019, closing a stake of 1,779 shares — an estimated $209K sold.

Kathryn A. Hall first reported a position in JPM in Q2 2014 and held it in 4 quarters. The position peaked at $3.23M in Q2 2014. 2,891 funds tracked by Wall St. Rank hold JPM as of Q4 2019.

  • Kathryn A. Hall reported no remaining JPMorgan Chase position as of Q4 2019 after selling out during the quarter.
  • Kathryn A. Hall sold 1,779 JPMorgan Chase shares in Q4 2019, an estimated $209K.
  • Kathryn A. Hall first reported a position in JPMorgan Chase in Q2 2014 and held it in 4 quarters.
  • Kathryn A. Hall's JPMorgan Chase position peaked at $3.23M in Q2 2014.
  • 2,891 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2019.

Based on Kathryn A. Hall's 13F filing for Q4 2019, filed 13 Feb 2020.