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Lau Associates’s JPMorgan Chase JPM Stock Holding History

Lau Associates’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 		$3M Sell
21,525
-325
-1% -$41.7K 1.49% 16
2019
Q3 		$2.57M Sell
21,850
-2,300
-10% -$260K 1.36% 18
2019
Q2 		$2.7M Hold
24,150
– – 1.29% 18
2019
Q1 		$2.44M Sell
24,150
-2,000
-8% -$206K 1.26% 18
2018
Q4 		$2.55M Buy
26,150
+8,400
+47% +$895K 1.42% 16
2018
Q3 		$2M Buy
17,750
+5,158
+41% +$586K 1.14% 25
2018
Q2 		$1.31M Hold
12,592
– – 0.9% 39
2018
Q1 		$1.39M Sell
12,592
-1,647
-12% -$186K 1.08% 36
2017
Q4 		$1.52M Buy
14,239
+833
+6% +$84.3K 1.19% 30
2017
Q3 		$1.28M Sell
13,406
-3,984
-23% -$367K 0.99% 36
2017
Q2 		$1.59M Buy
17,390
+5,880
+51% +$507K 1.27% 21
2017
Q1 		$1.01M Buy
11,510
+2,360
+26% +$208K 0.9% 45
2016
Q4 		$790K Buy
9,150
+750
+9% +$57.2K 0.8% 43
2016
Q3 		$559K Sell
8,400
-513
-6% -$33.4K 0.57% 46
2016
Q2 		$554K Hold
8,913
– – 0.58% 46
2016
Q1 		$528K Buy
8,913
+513
+6% +$30K 0.55% 46
2015
Q4 		$555K Hold
8,400
– – 0.6% 43
2015
Q3 		$512K Hold
8,400
– – 0.6% 42
2015
Q2 		$569K Hold
8,400
– – 0.56% 42
2015
Q1 		$509K Hold
8,400
– – 0.49% 42
2014
Q4 		$526K Hold
8,400
– – 0.48% 43
2014
Q3 		$506K Hold
8,400
– – 0.47% 42
2014
Q2 		$484K Hold
8,400
– – 0.44% 41
2014
Q1 		$510K Hold
8,400
– – 0.46% 43
2013
Q4 		$491K Hold
8,400
– – 0.44% 43
2013
Q3 		$434K Sell
8,400
-2,790
-25% -$150K 0.36% 43
2013
Q2 		$591K Buy
+11,190
New +$569K 0.5% 37

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

Lau Associates's JPM Position: Q4 2019 in Review

Lau Associates reduced its JPMorgan Chase (JPM) stake by 1.5% in Q4 2019, selling an estimated $41.7K and leaving 21,525 shares worth $3M. The position accounts for 1.49% of the portfolio, ranked #16.

Lau Associates 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.

  • Lau Associates held 21,525 shares of JPMorgan Chase worth $3M as of Q4 2019.
  • Lau Associates sold 325 JPMorgan Chase shares in Q4 2019, an estimated $41.7K.
  • JPMorgan Chase made up 1.49% of Lau Associates's portfolio in Q4 2019, its #16 holding.
  • Lau Associates 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 Lau Associates's 13F filing for Q4 2019, filed 5 Feb 2020.