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Landmark Bank’s JPMorgan Chase JPM Stock Holding History

Landmark Bank’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 		$4.11M Sell
29,507
-2,057
-7% -$264K 0.93% 14
2019
Q3 		$3.71M Buy
31,564
+103
+0.3% +$11.7K 2.39% 12
2019
Q2 		$3.52M Buy
31,461
+161
+0.5% +$17.8K 2.31% 13
2019
Q1 		$3.17M Sell
31,300
-171
-0.5% -$17.6K 2.17% 15
2018
Q4 		$3.07M Buy
31,471
+4,467
+17% +$476K 2.27% 15
2018
Q3 		$3.05M Sell
27,004
-252
-0.9% -$28.6K 1.87% 19
2018
Q2 		$2.84M Buy
+27,256
New +$2.99M 1.84% 20

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

Landmark Bank's JPM Position: Q4 2019 in Review

Landmark Bank reduced its JPMorgan Chase (JPM) stake by 6.5% in Q4 2019, selling an estimated $264K and leaving 29,507 shares worth $4.11M. The position accounts for 0.93% of the portfolio, ranked #14.

Landmark Bank first reported a position in JPM in Q2 2018 and has held it in 7 quarters since. 2,891 funds tracked by Wall St. Rank hold JPM as of Q4 2019.

  • Landmark Bank held 29,507 shares of JPMorgan Chase worth $4.11M as of Q4 2019.
  • Landmark Bank sold 2,057 JPMorgan Chase shares in Q4 2019, an estimated $264K.
  • JPMorgan Chase made up 0.93% of Landmark Bank's portfolio in Q4 2019, its #14 holding.
  • Landmark Bank first reported a position in JPMorgan Chase in Q2 2018 and has held it in 7 quarters since.
  • 2,891 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2019.

Based on Landmark Bank's 13F filing for Q4 2019, filed 12 Feb 2020.