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Lansdowne Partners (UK)’s JPMorgan Chase JPM Stock Holding History

Lansdowne Partners (UK)’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
Q2 		– Sell
-2,666,359
Closed -$270M – 38
2019
Q1 		$270M Sell
2,666,359
-3,102,368
-54% -$320M 5.99% 4
2018
Q4 		$563M Sell
5,768,727
-2,242,696
-28% -$239M 8.32% 4
2018
Q3 		$904M Sell
8,011,423
-4,854,929
-38% -$551M 9.53% 2
2018
Q2 		$1.34B Sell
12,866,352
-657,145
-5% -$72.1M 12.8% 2
2018
Q1 		$1.49B Sell
13,523,497
-5,146,351
-28% -$583M 15.49% 1
2017
Q4 		$2B Sell
18,669,848
-1,288,101
-6% -$130M 18.38% 1
2017
Q3 		$1.91B Sell
19,957,949
-2,733,389
-12% -$252M 19.86% 1
2017
Q2 		$2.07B Buy
22,691,338
+413,545
+2% +$35.7M 18.05% 1
2017
Q1 		$1.96B Buy
22,277,793
+1,065,396
+5% +$94M 17.01% 1
2016
Q4 		$1.83B Sell
21,212,397
-2,750,830
-11% -$210M 16.3% 1
2016
Q3 		$1.6B Buy
23,963,227
+425,858
+2% +$27.8M 13.78% 1
2016
Q2 		$1.46B Buy
23,537,369
+392,697
+2% +$24.5M 13.64% 3
2016
Q1 		$1.37B Buy
23,144,672
+2,983,132
+15% +$174M 10.8% 2
2015
Q4 		$1.33B Buy
20,161,540
+1,303,099
+7% +$84.9M 9.14% 2
2015
Q3 		$1.15B Sell
18,858,441
-2,296,588
-11% -$150M 9.69% 3
2015
Q2 		$1.43B Buy
21,155,029
+471,797
+2% +$30.8M 12.23% 1
2015
Q1 		$1.25B Buy
20,683,232
+1,737,854
+9% +$103M 11.27% 1
2014
Q4 		$1.19B Sell
18,945,378
-3,702,854
-16% -$223M 10.67% 2
2014
Q3 		$1.36B Buy
22,648,232
+2,125,897
+10% +$124M 12.26% 2
2014
Q2 		$1.18B Buy
+20,522,335
New +$1.15B 11.21% 2

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Lansdowne Partners (UK)'s JPM Position: Q2 2019 in Review

Lansdowne Partners (UK) sold out of JPMorgan Chase (JPM) in Q2 2019, closing a stake of 2,666,359 shares — an estimated $270M sold.

Lansdowne Partners (UK) first reported a position in JPM in Q2 2014 and held it in 20 quarters. The position peaked at $2.07B in Q2 2017. 2,635 funds tracked by Wall St. Rank hold JPM as of Q2 2019.

  • Lansdowne Partners (UK) reported no remaining JPMorgan Chase position as of Q2 2019 after selling out during the quarter.
  • Lansdowne Partners (UK) sold 2,666,359 JPMorgan Chase shares in Q2 2019, an estimated $270M.
  • Lansdowne Partners (UK) first reported a position in JPMorgan Chase in Q2 2014 and held it in 20 quarters.
  • Lansdowne Partners (UK)'s JPMorgan Chase position peaked at $2.07B in Q2 2017.
  • 2,635 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2019.

Based on Lansdowne Partners (UK)'s 13F filing for Q2 2019, filed 13 Aug 2019.