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Lenox Wealth Management’s JPMorgan Chase JPM Stock Holding History

Lenox Wealth Management’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
2020
Q2 		$231K Buy
2,456
+306
+14% +$29K 0.07% 141
2020
Q1 		$193K Buy
2,150
+48
+2% +$5.83K 0.07% 142
2019
Q4 		$293K Sell
2,102
-476
-18% -$61K 0.08% 126
2019
Q3 		$303K Buy
2,578
+454
+21% +$51.4K 0.09% 113
2019
Q2 		$237K Buy
2,124
+289
+16% +$31.9K 0.07% 120
2019
Q1 		$186K Buy
1,835
+507
+38% +$52.2K 0.06% 130
2018
Q4 		$130K Buy
1,328
+90
+7% +$9.59K 0.04% 138
2018
Q3 		$140K Sell
1,238
-7
-0.6% -$795 0.04% 163
2018
Q2 		$130K Sell
1,245
-3
-0.2% -$329 0.04% 153
2018
Q1 		$137K Sell
1,248
-675
-35% -$76.4K 0.04% 153
2017
Q4 		$206K Sell
1,923
-129
-6% -$13.1K 0.06% 132
2017
Q3 		$195K Buy
2,052
+219
+12% +$20.2K 0.07% 137
2017
Q2 		$168K Buy
+1,833
New +$158K 0.07% 136
2015
Q4 		– Sell
-4,604
Closed -$281K – 258
2015
Q3 		$281K Buy
4,604
+31
+0.7% +$2.03K 0.23% 17
2015
Q2 		$310K Buy
4,573
+106
+2% +$6.92K 0.23% 16
2015
Q1 		$271K Sell
4,467
-363
-8% -$21.5K 0.19% 16
2014
Q4 		$302K Buy
4,830
+18
+0.4% +$1.08K 0.2% 22
2014
Q3 		$290K Sell
4,812
-103
-2% -$6.02K 0.2% 18
2014
Q2 		$283K Sell
4,915
-941
-16% -$52.9K 0.19% 20
2014
Q1 		$356K Buy
5,856
+82
+1% +$4.74K 0.18% 20
2013
Q4 		$338K Buy
+5,774
New +$316K 0.22% 22

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lenox Wealth Management's JPM Position: Q2 2020 in Review

Lenox Wealth Management increased its JPMorgan Chase (JPM) stake by 14% in Q2 2020, buying an estimated $29K and bringing the position to 2,456 shares worth $231K. The position accounts for 0.07% of the portfolio, ranked #141.

Lenox Wealth Management first reported a position in JPM in Q4 2013 and has held it in 21 quarters since. The position peaked at $356K in Q1 2014. 2,847 funds tracked by Wall St. Rank hold JPM as of Q2 2020.

  • Lenox Wealth Management held 2,456 shares of JPMorgan Chase worth $231K as of Q2 2020.
  • Lenox Wealth Management bought 306 JPMorgan Chase shares in Q2 2020, an estimated $29K.
  • JPMorgan Chase made up 0.07% of Lenox Wealth Management's portfolio in Q2 2020, its #141 holding.
  • Lenox Wealth Management first reported a position in JPMorgan Chase in Q4 2013 and has held it in 21 quarters since.
  • Lenox Wealth Management's JPMorgan Chase position peaked at $356K in Q1 2014.
  • 2,847 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.