Lehman Financial Resources’s JPMorgan Chase JPM Stock Holding History

Lehman Financial Resources’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
2018 Q3	$211K	Buy	+1,870	New	+$212K	0.1%	94
2015 Q4	–	Sell	-1,207	Closed	-$73K	–	202
2015 Q3	$73K	Buy	1,207 +357	+42%	+$23.4K	0.04%	117
2015 Q2	$57K	Hold	850	–	–	0.03%	139
2015 Q1	$51K	Sell	850 -4,650	-85%	-$275K	0.02%	157
2014 Q4	$344K	Sell	5,500 -350	-6%	-$21.1K	0.17%	51
2014 Q3	$352K	Hold	5,850	–	–	0.18%	46
2014 Q2	$337K	Buy	5,850 +300	+5%	+$16.9K	0.16%	48
2014 Q1	$337K	Buy	5,550 +550	+11%	+$31.8K	0.17%	46
2013 Q4	$292K	Hold	5,000	–	–	0.18%	48
2013 Q3	$258K	Hold	5,000	–	–	0.17%	50
2013 Q2	$264K	Buy	+5,000	New	+$254K	0.18%	45

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lehman Financial Resources's JPM Position: Q3 2018 in Review

Lehman Financial Resources opened a new position in JPMorgan Chase (JPM) in Q3 2018: 1,870 shares worth $211K. The stake represents 0.1% of the portfolio and ranks #94 among its holdings. This is a return to the name: Lehman Financial Resources previously reported a position in JPM as recently as Q3 2015.

Lehman Financial Resources first reported a position in JPM in Q2 2013 and has held it in 11 quarters since. The position peaked at $352K in Q3 2014. 2,449 funds tracked by Wall St. Rank hold JPM as of Q3 2018.

Lehman Financial Resources held 1,870 shares of JPMorgan Chase worth $211K as of Q3 2018.
JPMorgan Chase was a new Lehman Financial Resources position in Q3 2018.
JPMorgan Chase made up 0.1% of Lehman Financial Resources's portfolio in Q3 2018, its #94 holding.
Lehman Financial Resources first reported a position in JPMorgan Chase in Q2 2013 and has held it in 11 quarters since.
Lehman Financial Resources's JPMorgan Chase position peaked at $352K in Q3 2014.
2,449 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.