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Lloyds Banking Group’s JPMorgan Chase JPM Stock Holding History

Lloyds Banking Group’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
Q4 		$1.89M Hold
19,359
– – 26.45% 1
2018
Q3 		$2.18M Hold
19,359
– – 26.69% 1
2018
Q2 		$2.02M Sell
19,359
-8,850
-31% -$971K 16.64% 1
2018
Q1 		$3.1M Hold
28,209
– – 24% 1
2017
Q4 		$3.02M Hold
28,209
– – 28.04% 1
2017
Q3 		$2.69M Hold
28,209
– – 26.93% 1
2017
Q2 		$2.58M Hold
28,209
– – 25.04% 1
2017
Q1 		$2.48M Hold
28,209
– – 22.36% 1
2016
Q4 		$2.44M Hold
28,209
– – 21.15% 1
2016
Q3 		$1.88M Sell
28,209
-683
-2% -$44.5K 16.88% 1
2016
Q2 		$1.8M Hold
28,892
– – 14.78% 1
2016
Q1 		$1.71M Hold
28,892
– – 13.95% 1
2015
Q4 		$1.91M Hold
28,892
– – 15.46% 1
2015
Q3 		$1.76M Hold
28,892
– – 13.04% 1
2015
Q2 		$1.96M Buy
28,892
+812
+3% +$53K 12.55% 1
2015
Q1 		$1.7M Hold
28,080
– – 4.35% 8
2014
Q4 		$1.76M Sell
28,080
-54,458
-66% -$3.28M 3.39% 12
2014
Q3 		$4.97M Sell
82,538
-7,240
-8% -$423K 1.36% 11
2014
Q2 		$5.17M Sell
89,778
-2,465,221
-96% -$139M 1.25% 13
2014
Q1 		$155M Sell
2,554,999
-23,464
-0.9% -$1.36M 1.38% 9
2013
Q4 		$151M Buy
2,578,463
+86,351
+3% +$4.73M 1.36% 11
2013
Q3 		$129M Buy
2,492,112
+355,591
+17% +$19.1M 1.32% 13
2013
Q2 		$113M Buy
+2,136,521
New +$109M 1.18% 16

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lloyds Banking Group's JPM Position: Q4 2018 in Review

Lloyds Banking Group held its JPMorgan Chase (JPM) position steady in Q4 2018 at 19,359 shares worth $1.89M. The position accounts for 26.45% of the portfolio, ranked #1.

Lloyds Banking Group first reported a position in JPM in Q2 2013 and has held it in 23 quarters since. The position peaked at $155M in Q1 2014. 2,596 funds tracked by Wall St. Rank hold JPM as of Q4 2018.

  • Lloyds Banking Group held 19,359 shares of JPMorgan Chase worth $1.89M as of Q4 2018.
  • Lloyds Banking Group left its JPMorgan Chase share count unchanged in Q4 2018.
  • JPMorgan Chase made up 26.45% of Lloyds Banking Group's portfolio in Q4 2018, its #1 holding.
  • Lloyds Banking Group first reported a position in JPMorgan Chase in Q2 2013 and has held it in 23 quarters since.
  • Lloyds Banking Group's JPMorgan Chase position peaked at $155M in Q1 2014.
  • 2,596 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.

Based on Lloyds Banking Group's 13F filing for Q4 2018, filed 11 Feb 2019.