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Lomas Capital Management’s JPMorgan Chase JPM Stock Holding History

Lomas Capital 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 		– Sell
-239,296
Closed -$21.5M – 25
2020
Q1 		$21.5M Buy
+239,296
New +$29.1M 2.15% 18
2015
Q3 		– Sell
-87,269
Closed -$5.91M – 48
2015
Q2 		$5.91M Sell
87,269
-133,931
-61% -$8.74M 0.99% 35
2015
Q1 		$13.4M Buy
+221,200
New +$13.1M 2.36% 17
2014
Q3 		– Sell
-90,000
Closed -$5.19M – 40
2014
Q2 		$5.19M Sell
90,000
-381,036
-81% -$21.4M 0.93% 36
2014
Q1 		$28.6M Buy
471,036
+99,567
+27% +$5.75M 5.64% 2
2013
Q4 		$21.7M Buy
371,469
+28,053
+8% +$1.54M 5.83% 2
2013
Q3 		$17.8M Buy
343,416
+23,601
+7% +$1.27M 5.32% 1
2013
Q2 		$16.9M Buy
+319,815
New +$16.3M 5.6% 2

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lomas Capital Management's JPM Position: Q2 2020 in Review

Lomas Capital Management sold out of JPMorgan Chase (JPM) in Q2 2020, closing a stake of 239,296 shares — an estimated $21.5M sold.

Lomas Capital Management first reported a position in JPM in Q2 2013 and held it in 8 quarters. The position peaked at $28.6M in Q1 2014. 2,848 funds tracked by Wall St. Rank hold JPM as of Q2 2020.

  • Lomas Capital Management reported no remaining JPMorgan Chase position as of Q2 2020 after selling out during the quarter.
  • Lomas Capital Management sold 239,296 JPMorgan Chase shares in Q2 2020, an estimated $21.5M.
  • Lomas Capital Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 8 quarters.
  • Lomas Capital Management's JPMorgan Chase position peaked at $28.6M in Q1 2014.
  • 2,848 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2020.

Based on Lomas Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.