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MacNealy Hoover Investment Management’s JPMorgan Chase JPM Stock Holding History

MacNealy Hoover Investment 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
2019
Q3 		$1.98M Sell
16,853
-2,436
-13% -$276K 1.61% 25
2019
Q2 		$2.16M Buy
19,289
+50
+0.3% +$5.51K 1.63% 24
2019
Q1 		$1.95M Sell
19,239
-564
-3% -$58.1K 1.5% 24
2018
Q4 		$1.93M Sell
19,803
-325
-2% -$34.6K 1.68% 21
2018
Q3 		$2.27M Sell
20,128
-370
-2% -$42K 1.67% 21
2018
Q2 		$2.14M Hold
20,498
– – 1.66% 21
2018
Q1 		$2.25M Sell
20,498
-125
-0.6% -$14.2K 1.8% 19
2017
Q4 		$2.21M Sell
20,623
-900
-4% -$91.1K 1.59% 20
2017
Q3 		$2.06M Hold
21,523
– – 1.48% 25
2017
Q2 		$1.97M Sell
21,523
-225
-1% -$19.4K 1.5% 22
2017
Q1 		$1.91M Sell
21,748
-1,150
-5% -$101K 1.46% 22
2016
Q4 		$1.98M Sell
22,898
-1,907
-8% -$145K 1.52% 20
2016
Q3 		$1.65M Hold
24,805
– – 1.33% 23
2016
Q2 		$1.54M Hold
24,805
– – 1.24% 30
2016
Q1 		$1.47M Buy
24,805
+500
+2% +$29.2K 1.19% 30
2015
Q4 		$1.6M Buy
24,305
+175
+0.7% +$11.4K 1.35% 25
2015
Q3 		$1.47M Hold
24,130
– – 1.32% 27
2015
Q2 		$1.64M Sell
24,130
-200
-0.8% -$13.1K 1.34% 27
2015
Q1 		$1.47M Hold
24,330
– – 1.28% 32
2014
Q4 		$1.52M Sell
24,330
-725
-3% -$43.6K 1.3% 32
2014
Q3 		$1.51M Sell
25,055
-250
-1% -$14.6K 1.32% 31
2014
Q2 		$1.46M Sell
25,305
-200
-0.8% -$11.2K 1.28% 33
2014
Q1 		$1.55M Sell
25,505
-725
-3% -$41.9K 1.39% 28
2013
Q4 		$1.53M Buy
+26,230
New +$1.44M 1.42% 27

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

MacNealy Hoover Investment Management's JPM Position: Q3 2019 in Review

MacNealy Hoover Investment Management reduced its JPMorgan Chase (JPM) stake by 13% in Q3 2019, selling an estimated $276K and leaving 16,853 shares worth $1.98M. The position accounts for 1.61% of the portfolio, ranked #25.

MacNealy Hoover Investment Management first reported a position in JPM in Q4 2013 and has held it in 24 quarters since. The position peaked at $2.27M in Q3 2018. 2,609 funds tracked by Wall St. Rank hold JPM as of Q3 2019.

  • MacNealy Hoover Investment Management held 16,853 shares of JPMorgan Chase worth $1.98M as of Q3 2019.
  • MacNealy Hoover Investment Management sold 2,436 JPMorgan Chase shares in Q3 2019, an estimated $276K.
  • JPMorgan Chase made up 1.61% of MacNealy Hoover Investment Management's portfolio in Q3 2019, its #25 holding.
  • MacNealy Hoover Investment Management first reported a position in JPMorgan Chase in Q4 2013 and has held it in 24 quarters since.
  • MacNealy Hoover Investment Management's JPMorgan Chase position peaked at $2.27M in Q3 2018.
  • 2,609 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2019.

Based on MacNealy Hoover Investment Management's 13F filing for Q3 2019, filed 1 Oct 2019.