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Lourd Capital’s JPMorgan Chase JPM Stock Holding History

Lourd Capital’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 		$1.24M Buy
11,059
+513
+5% +$56.6K 0.11% 33
2019
Q1 		$1.07M Sell
10,546
-18,488
-64% -$1.9M 0.1% 37
2018
Q4 		$2.83M Buy
29,034
+155
+0.5% +$16.5K 0.22% 24
2018
Q3 		$3.26M Buy
28,879
+121
+0.4% +$13.7K 0.21% 21
2018
Q2 		$3M Buy
28,758
+89
+0.3% +$9.76K 0.42% 18
2018
Q1 		$3.15M Sell
28,669
-92
-0.3% -$10.4K 0.42% 19
2017
Q4 		$3.08M Buy
28,761
+19,072
+197% +$1.93M 0.2% 20
2017
Q3 		$925K Buy
9,689
+214
+2% +$19.7K 0.08% 39
2017
Q2 		$866K Buy
9,475
+326
+4% +$28.1K 0.08% 39
2017
Q1 		$804K Buy
9,149
+448
+5% +$39.5K 0.08% 41
2016
Q4 		$751K Sell
8,701
-1,332
-13% -$102K 0.07% 38
2016
Q3 		$668K Sell
10,033
-628
-6% -$40.9K 0.07% 37
2016
Q2 		$662K Buy
10,661
+1,389
+15% +$86.8K 0.19% 42
2016
Q1 		$549K Buy
9,272
+640
+7% +$37.4K 0.06% 53
2015
Q4 		$570K Buy
8,632
+588
+7% +$38.3K 0.06% 57
2015
Q3 		$490K Buy
8,044
+840
+12% +$55K 0.05% 55
2015
Q2 		$488K Buy
7,204
+259
+4% +$16.9K 0.05% 62
2015
Q1 		$421K Buy
6,945
+350
+5% +$20.7K 0.04% 71
2014
Q4 		$413K Buy
6,595
+517
+9% +$31.1K 0.04% 68
2014
Q3 		$366K Buy
6,078
+1,092
+22% +$63.8K 0.04% 68
2014
Q2 		$287K Buy
4,986
+102
+2% +$5.73K 0.03% 94
2014
Q1 		$296K Sell
4,884
-1,250
-20% -$72.2K 0.03% 82
2013
Q4 		$359K Hold
6,134
– – 0.04% 68
2013
Q3 		$317K Sell
6,134
-165
-3% -$8.85K 0.04% 76
2013
Q2 		$333K Buy
+6,299
New +$320K 0.04% 74

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

Lourd Capital's JPM Position: Q2 2019 in Review

Lourd Capital increased its JPMorgan Chase (JPM) stake by 4.9% in Q2 2019, buying an estimated $56.6K and bringing the position to 11,059 shares worth $1.24M. The position accounts for 0.11% of the portfolio, ranked #33.

Lourd Capital first reported a position in JPM in Q2 2013 and has held it in 25 quarters since. The position peaked at $3.26M in Q3 2018. 2,635 funds tracked by Wall St. Rank hold JPM as of Q2 2019.

  • Lourd Capital held 11,059 shares of JPMorgan Chase worth $1.24M as of Q2 2019.
  • Lourd Capital bought 513 JPMorgan Chase shares in Q2 2019, an estimated $56.6K.
  • JPMorgan Chase made up 0.11% of Lourd Capital's portfolio in Q2 2019, its #33 holding.
  • Lourd Capital first reported a position in JPMorgan Chase in Q2 2013 and has held it in 25 quarters since.
  • Lourd Capital's JPMorgan Chase position peaked at $3.26M in Q3 2018.
  • 2,635 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2019.

Based on Lourd Capital's 13F filing for Q2 2019, filed 11 Jul 2019.