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Ladenburg Thalmann Financial Services’s JPMorgan Chase JPM Stock Holding History

Ladenburg Thalmann Financial Services’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 		$64.3M Buy
503,775
+48,207
+11% +$6.18M 0.4% 48
2019
Q3 		$53.6M Sell
455,568
-24,368
-5% -$2.76M 0.37% 53
2019
Q2 		$53.9M Buy
479,936
+25,459
+6% +$2.81M 0.39% 52
2019
Q1 		$46.1M Buy
454,477
+22,180
+5% +$2.29M 0.35% 54
2018
Q4 		$42.3M Buy
432,297
+3,000
+0.7% +$320K 0.38% 52
2018
Q3 		$48.5M Buy
429,297
+42,232
+11% +$4.79M 0.41% 49
2018
Q2 		$42.5M Hold
387,065
– – 0.4% 49
2018
Q1 		$42.5M Buy
387,065
+21,162
+6% +$2.4M 0.4% 49
2017
Q4 		$39.1M Buy
365,903
+20,602
+6% +$2.09M 0.37% 54
2017
Q3 		$33M Sell
345,301
-27,491
-7% -$2.54M 0.36% 59
2017
Q2 		$34.1M Buy
372,792
+27,410
+8% +$2.37M 0.4% 48
2017
Q1 		$30.3M Buy
345,382
+7,052
+2% +$622K 0.38% 51
2016
Q4 		$28.5M Buy
338,330
+64,076
+23% +$4.89M 0.4% 52
2016
Q3 		$18.3M Buy
274,254
+37,210
+16% +$2.43M 0.27% 78
2016
Q2 		$14.7M Sell
237,044
-3,163
-1% -$198K 0.23% 99
2016
Q1 		$14.3M Buy
240,207
+26,948
+13% +$1.57M 0.25% 93
2015
Q4 		$14.1M Buy
213,259
+22,049
+12% +$1.44M 0.26% 92
2015
Q3 		$11.6M Sell
191,210
-43,007
-18% -$2.82M 0.24% 102
2015
Q2 		$15.9M Buy
234,217
+179
+0.1% +$11.7K 0.29% 82
2015
Q1 		$14.2M Buy
234,038
+57,323
+32% +$3.39M 0.27% 82
2014
Q4 		$11M Buy
176,715
+91,055
+106% +$5.48M 0.24% 95
2014
Q3 		$5.16M Buy
85,660
+1,075
+1% +$62.8K 0.14% 139
2014
Q2 		$4.87M Buy
84,585
+3,331
+4% +$187K 0.13% 138
2014
Q1 		$4.93M Buy
81,254
+2,599
+3% +$150K 0.14% 118
2013
Q4 		$4.6M Sell
78,655
-2,115
-3% -$116K 0.14% 120
2013
Q3 		$4.18M Sell
80,770
-30,539
-27% -$1.64M 0.14% 133
2013
Q2 		$5.89M Buy
+111,309
New +$5.66M 0.21% 94

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

Ladenburg Thalmann Financial Services's JPM Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its JPMorgan Chase (JPM) stake by 11% in Q4 2019, buying an estimated $6.18M and bringing the position to 503,775 shares worth $64.3M. The position accounts for 0.4% of the portfolio, ranked #48.

Ladenburg Thalmann Financial Services first reported a position in JPM in Q2 2013 and has held it in 27 quarters since. 2,891 funds tracked by Wall St. Rank hold JPM as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 503,775 shares of JPMorgan Chase worth $64.3M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 48,207 JPMorgan Chase shares in Q4 2019, an estimated $6.18M.
  • JPMorgan Chase made up 0.4% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #48 holding.
  • Ladenburg Thalmann Financial Services first reported a position in JPMorgan Chase in Q2 2013 and has held it in 27 quarters since.
  • 2,891 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.