Live Your Vision’s JPMorgan Chase JPM Stock Holding History

Live Your Vision’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 Q1	$129K	Buy	1,134 +75	+7%	+$7.73K	0.04%	85
2018 Q4	$106K	Buy	1,059 +1	+0.1%	+$107	0.04%	92
2018 Q3	$119K	Hold	1,058	–	–	0.04%	85
2018 Q2	$113K	Buy	1,058 +301	+40%	+$33K	0.04%	87
2018 Q1	$85K	Buy	757 +1	+0.1%	+$113	0.03%	89
2017 Q4	$85K	Hold	756	–	–	0.03%	92
2017 Q3	$72K	Hold	756	–	–	0.03%	94
2017 Q2	$70K	Buy	756 +102	+16%	+$8.8K	0.03%	90
2017 Q1	$57K	Hold	654	–	–	0.02%	101
2016 Q4	$56K	Sell	654 -304	-32%	-$23.2K	0.02%	101
2016 Q3	$64K	Buy	+958	New	+$62.5K	0.03%	93
2015 Q4	–	Sell	-1,254	Closed	-$76K	–	186
2015 Q3	$76K	Buy	+1,254	New	+$82.1K	0.04%	95

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

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Live Your Vision's JPM Position: Q1 2019 in Review

Live Your Vision increased its JPMorgan Chase (JPM) stake by 7.1% in Q1 2019, buying an estimated $7.73K and bringing the position to 1,134 shares worth $129K. The position accounts for 0.04% of the portfolio, ranked #85.

Live Your Vision first reported a position in JPM in Q3 2015 and has held it in 12 quarters since. 2,599 funds tracked by Wall St. Rank hold JPM as of Q1 2019.

Live Your Vision held 1,134 shares of JPMorgan Chase worth $129K as of Q1 2019.
Live Your Vision bought 75 JPMorgan Chase shares in Q1 2019, an estimated $7.73K.
JPMorgan Chase made up 0.04% of Live Your Vision's portfolio in Q1 2019, its #85 holding.
Live Your Vision first reported a position in JPMorgan Chase in Q3 2015 and has held it in 12 quarters since.
2,599 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.