LIC
JPM icon

Lodestar Investment Counsel’s JPMorgan Chase JPM Stock Holding History

Lodestar Investment Counsel’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
Q2 		$27.7M Buy
247,462
+1,536
+0.6% +$169K 2.84% 8
2019
Q1 		$24.9M Buy
245,926
+1,420
+0.6% +$146K 2.66% 9
2018
Q4 		$23.9M Buy
244,506
+4,867
+2% +$519K 2.91% 8
2018
Q3 		$27M Buy
239,639
+1,000
+0.4% +$114K 2.92% 7
2018
Q2 		$24.9M Buy
238,639
+1,915
+0.8% +$210K 2.87% 5
2018
Q1 		$26M Buy
236,724
+1,868
+0.8% +$212K 3.03% 6
2017
Q4 		$25.1M Buy
234,856
+2,670
+1% +$270K 2.9% 8
2017
Q3 		$22.2M Buy
232,186
+1,285
+0.6% +$119K 2.72% 8
2017
Q2 		$21.1M Buy
230,901
+6,605
+3% +$570K 2.69% 9
2017
Q1 		$19.7M Buy
224,296
+74,130
+49% +$6.54M 2.56% 10
2016
Q4 		$13M Buy
150,166
+4,735
+3% +$361K 1.75% 18
2016
Q3 		$9.68M Buy
145,431
+46,797
+47% +$3.05M 1.33% 30
2016
Q2 		$6.13M Buy
98,634
+24,736
+33% +$1.55M 0.87% 48
2016
Q1 		$4.38M Buy
73,898
+16,332
+28% +$954K 0.63% 55
2015
Q4 		$3.8M Buy
57,566
+7,035
+14% +$458K 0.6% 57
2015
Q3 		$3.08M Buy
50,531
+21,471
+74% +$1.41M 0.52% 56
2015
Q2 		$1.97M Buy
29,060
+675
+2% +$44.1K 0.31% 66
2015
Q1 		$1.72M Buy
28,385
+7,343
+35% +$435K 0.27% 67
2014
Q4 		$1.32M Sell
21,042
-580
-3% -$34.9K 0.38% 45
2014
Q3 		$1.3M Sell
21,622
-360
-2% -$21K 0.4% 47
2014
Q2 		$1.27M Sell
21,982
-200
-0.9% -$11.2K 0.38% 48
2014
Q1 		$1.35M Buy
22,182
+381
+2% +$22K 0.42% 47
2013
Q4 		$1.27M Buy
21,801
+587
+3% +$32.2K 0.41% 46
2013
Q3 		$1.1M Buy
21,214
+100
+0.5% +$5.36K 0.4% 46
2013
Q2 		$1.11M Buy
+21,114
New +$1.07M 0.43% 45

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lodestar Investment Counsel's JPM Position: Q2 2019 in Review

Lodestar Investment Counsel increased its JPMorgan Chase (JPM) stake by 0.62% in Q2 2019, buying an estimated $169K and bringing the position to 247,462 shares worth $27.7M. The position accounts for 2.84% of the portfolio, ranked #8.

Lodestar Investment Counsel first reported a position in JPM in Q2 2013 and has held it in 25 quarters since. 2,635 funds tracked by Wall St. Rank hold JPM as of Q2 2019.

  • Lodestar Investment Counsel held 247,462 shares of JPMorgan Chase worth $27.7M as of Q2 2019.
  • Lodestar Investment Counsel bought 1,536 JPMorgan Chase shares in Q2 2019, an estimated $169K.
  • JPMorgan Chase made up 2.84% of Lodestar Investment Counsel's portfolio in Q2 2019, its #8 holding.
  • Lodestar Investment Counsel first reported a position in JPMorgan Chase in Q2 2013 and has held it in 25 quarters since.
  • 2,635 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2019.

Based on Lodestar Investment Counsel's 13F filing for Q2 2019, filed 10 Jul 2019.