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Loeb Partners Corp’s JPMorgan Chase JPM Stock Holding History

Loeb Partners Corp’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 		– Sell
-300
Closed -$30K – 65
2019
Q1 		$30K Sell
300
-74,300
-100% -$7.65M 0.62% 42
2018
Q4 		$7.29M Buy
74,600
+12,000
+19% +$1.28M 3.39% 5
2018
Q3 		$7.07M Sell
62,600
-23,000
-27% -$2.61M 2.61% 8
2018
Q2 		$8.92M Buy
+85,600
New +$9.39M 2.25% 7
2018
Q1 		– Sell
-86,500
Closed -$9.25M – 135
2017
Q4 		$9.25M Buy
86,500
+9,400
+12% +$952K 2.73% 6
2017
Q3 		$7.36M Sell
77,100
-18,400
-19% -$1.7M 2.25% 8
2017
Q2 		$8.73M Buy
95,500
+10,000
+12% +$863K 2.51% 5
2017
Q1 		$7.51M Sell
85,500
-10,000
-10% -$882K 2.26% 9
2016
Q4 		$8.24M Sell
95,500
-1,000
-1% -$76.3K 2.79% 6
2016
Q3 		$6.43M Buy
96,500
+9,700
+11% +$632K 2.29% 9
2016
Q2 		$5.39M Sell
86,800
-400
-0.5% -$25K 1.77% 15
2016
Q1 		$5.16M Sell
87,200
-7,600
-8% -$444K 1.84% 15
2015
Q4 		$6.26M Buy
94,800
+200
+0.2% +$13K 2% 9
2015
Q3 		$5.77M Buy
94,600
+10,200
+12% +$668K 2.12% 9
2015
Q2 		$5.72M Sell
84,400
-14,300
-14% -$934K 1.66% 13
2015
Q1 		$5.98M Sell
98,700
-8,500
-8% -$503K 1.75% 14
2014
Q4 		$6.71M Buy
107,200
+3,700
+4% +$223K 1.99% 9
2014
Q3 		$6.24M Buy
103,500
+68,500
+196% +$4M 2.07% 8
2014
Q2 		$2.02M Hold
35,000
– – 0.61% 49
2014
Q1 		$2.13M Buy
35,000
+11,000
+46% +$636K 0.71% 43
2013
Q4 		$1.4M Hold
24,000
– – 0.45% 60
2013
Q3 		$1.24M Hold
24,000
– – 0.42% 68
2013
Q2 		$1.27M Buy
+24,000
New +$1.22M 0.46% 65

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

Loeb Partners Corp's JPM Position: Q2 2019 in Review

Loeb Partners Corp sold out of JPMorgan Chase (JPM) in Q2 2019, closing a stake of 300 shares — an estimated $30K sold.

Loeb Partners Corp first reported a position in JPM in Q2 2013 and held it in 23 quarters. The position peaked at $9.25M in Q4 2017. 2,635 funds tracked by Wall St. Rank hold JPM as of Q2 2019.

  • Loeb Partners Corp reported no remaining JPMorgan Chase position as of Q2 2019 after selling out during the quarter.
  • Loeb Partners Corp sold 300 JPMorgan Chase shares in Q2 2019, an estimated $30K.
  • Loeb Partners Corp first reported a position in JPMorgan Chase in Q2 2013 and held it in 23 quarters.
  • Loeb Partners Corp's JPMorgan Chase position peaked at $9.25M in Q4 2017.
  • 2,635 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2019.

Based on Loeb Partners Corp's 13F filing for Q2 2019.