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Kopp Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Kopp Investment Advisors’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
Q3 		$594K Sell
5,049
-428
-8% -$48.4K 1.09% 24
2019
Q2 		$612K Sell
5,477
-3,450
-39% -$380K 0.7% 25
2019
Q1 		$904K Sell
8,927
-107
-1% -$11K 0.73% 29
2018
Q4 		$882K Sell
9,034
-116
-1% -$12.4K 0.86% 28
2018
Q3 		$1.03M Sell
9,150
-151
-2% -$17.1K 0.87% 29
2018
Q2 		$969K Buy
9,301
+5
+0.1% +$548 0.91% 31
2018
Q1 		$1.02M Sell
9,296
-361
-4% -$40.9K 1.04% 33
2017
Q4 		$1.03M Sell
9,657
-68
-0.7% -$6.88K 1.03% 34
2017
Q3 		$929K Sell
9,725
-308
-3% -$28.4K 0.85% 36
2017
Q2 		$917K Sell
10,033
-27
-0.3% -$2.33K 0.82% 34
2017
Q1 		$884K Buy
10,060
+325
+3% +$28.7K 0.86% 35
2016
Q4 		$840K Buy
9,735
+62
+0.6% +$4.73K 0.89% 36
2016
Q3 		$644K Buy
+9,673
New +$631K 0.64% 46

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kopp Investment Advisors's JPM Position: Q3 2019 in Review

Kopp Investment Advisors reduced its JPMorgan Chase (JPM) stake by 7.8% in Q3 2019, selling an estimated $48.4K and leaving 5,049 shares worth $594K. The position accounts for 1.09% of the portfolio, ranked #24.

Kopp Investment Advisors first reported a position in JPM in Q3 2016 and has held it in 13 quarters since. The position peaked at $1.03M in Q3 2018. 2,609 funds tracked by Wall St. Rank hold JPM as of Q3 2019.

  • Kopp Investment Advisors held 5,049 shares of JPMorgan Chase worth $594K as of Q3 2019.
  • Kopp Investment Advisors sold 428 JPMorgan Chase shares in Q3 2019, an estimated $48.4K.
  • JPMorgan Chase made up 1.09% of Kopp Investment Advisors's portfolio in Q3 2019, its #24 holding.
  • Kopp Investment Advisors first reported a position in JPMorgan Chase in Q3 2016 and has held it in 13 quarters since.
  • Kopp Investment Advisors's JPMorgan Chase position peaked at $1.03M in Q3 2018.
  • 2,609 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2019.

Based on Kopp Investment Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.