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MacGuire Cheswick & Tuttle Investment Counsel’s JPMorgan Chase JPM Stock Holding History

MacGuire Cheswick & Tuttle 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
2018
Q4 		$21.9M Sell
224,073
-1,378
-0.6% -$147K 4.58% 2
2018
Q3 		$25.4M Sell
225,451
-626
-0.3% -$71.1K 4.38% 3
2018
Q2 		$23.6M Sell
226,077
-952
-0.4% -$104K 4.33% 3
2018
Q1 		$25M Sell
227,029
-7,771
-3% -$880K 4.65% 2
2017
Q4 		$25.1M Sell
234,800
-8,152
-3% -$825K 4.57% 2
2017
Q3 		$23.2M Buy
242,952
+855
+0.4% +$78.8K 4.56% 2
2017
Q2 		$22.1M Sell
242,097
-15,832
-6% -$1.37M 4.49% 2
2017
Q1 		$22.7M Sell
257,929
-5,267
-2% -$465K 4.39% 2
2016
Q4 		$22.7M Buy
263,196
+3,083
+1% +$235K 4.68% 1
2016
Q3 		$17.3M Sell
260,113
-1,459
-0.6% -$95.1K 3.88% 3
2016
Q2 		$16.3M Buy
261,572
+5,025
+2% +$314K 3.62% 3
2016
Q1 		$15.2M Sell
256,547
-3,942
-2% -$230K 3.54% 4
2015
Q4 		$17.2M Buy
260,489
+6,256
+2% +$407K 3.86% 3
2015
Q3 		$15.5M Sell
254,233
-2,111
-0.8% -$138K 3.79% 3
2015
Q2 		$17.4M Buy
256,344
+76,393
+42% +$4.99M 3.88% 2
2015
Q1 		$10.9M Buy
179,951
+615
+0.3% +$36.4K 2.46% 15
2014
Q4 		$11.2M Sell
179,336
-525
-0.3% -$31.6K 2.52% 14
2014
Q3 		$10.8M Buy
179,861
+1,145
+0.6% +$66.9K 2.53% 13
2014
Q2 		$10.3M Sell
178,716
-6,945
-4% -$390K 2.39% 14
2014
Q1 		$11.3M Sell
185,661
-3,396
-2% -$196K 2.73% 10
2013
Q4 		$11.1M Buy
189,057
+1,250
+0.7% +$68.5K 2.66% 12
2013
Q3 		$9.71M Sell
187,807
-1,560
-0.8% -$83.7K 2.67% 11
2013
Q2 		$10M Buy
+189,367
New +$9.63M 2.86% 9

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

MacGuire Cheswick & Tuttle Investment Counsel's JPM Position: Q4 2018 in Review

MacGuire Cheswick & Tuttle Investment Counsel reduced its JPMorgan Chase (JPM) stake by 0.61% in Q4 2018, selling an estimated $147K and leaving 224,073 shares worth $21.9M. The position accounts for 4.58% of the portfolio, ranked #2.

MacGuire Cheswick & Tuttle Investment Counsel first reported a position in JPM in Q2 2013 and has held it in 23 quarters since. The position peaked at $25.4M in Q3 2018. 2,597 funds tracked by Wall St. Rank hold JPM as of Q4 2018.

  • MacGuire Cheswick & Tuttle Investment Counsel held 224,073 shares of JPMorgan Chase worth $21.9M as of Q4 2018.
  • MacGuire Cheswick & Tuttle Investment Counsel sold 1,378 JPMorgan Chase shares in Q4 2018, an estimated $147K.
  • JPMorgan Chase made up 4.58% of MacGuire Cheswick & Tuttle Investment Counsel's portfolio in Q4 2018, its #2 holding.
  • MacGuire Cheswick & Tuttle Investment Counsel first reported a position in JPMorgan Chase in Q2 2013 and has held it in 23 quarters since.
  • MacGuire Cheswick & Tuttle Investment Counsel's JPMorgan Chase position peaked at $25.4M in Q3 2018.
  • 2,597 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.

Based on MacGuire Cheswick & Tuttle Investment Counsel's 13F filing for Q4 2018, filed 11 Feb 2019.