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KHP Capital’s JPMorgan Chase JPM Stock Holding History

KHP Capital’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
Q3 		$62K Hold
550
– – 0.04% 104
2018
Q2 		$57K Sell
550
-100
-15% -$11K 0.04% 101
2018
Q1 		$71K Buy
+650
New +$73.6K 0.05% 93

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

KHP Capital's JPM Position: Q3 2018 in Review

KHP Capital held its JPMorgan Chase (JPM) position steady in Q3 2018 at 550 shares worth $62K. The position accounts for 0.04% of the portfolio, ranked #104.

KHP Capital first reported a position in JPM in Q1 2018 and has held it in 3 quarters since. The position peaked at $71K in Q1 2018. 2,449 funds tracked by Wall St. Rank hold JPM as of Q3 2018.

  • KHP Capital held 550 shares of JPMorgan Chase worth $62K as of Q3 2018.
  • KHP Capital left its JPMorgan Chase share count unchanged in Q3 2018.
  • JPMorgan Chase made up 0.04% of KHP Capital's portfolio in Q3 2018, its #104 holding.
  • KHP Capital first reported a position in JPMorgan Chase in Q1 2018 and has held it in 3 quarters since.
  • KHP Capital's JPMorgan Chase position peaked at $71K in Q1 2018.
  • 2,449 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2018.

Based on KHP Capital's 13F filing for Q3 2018, filed 8 Nov 2018.