MAM
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Majedie Asset Management’s JPMorgan Chase JPM Stock Holding History

Majedie Asset 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 		– Sell
-55,267
Closed -$6.19M – 84
2019
Q2 		$6.19M Sell
55,267
-68,642
-55% -$7.57M 0.47% 44
2019
Q1 		$12.6M Sell
123,909
-32,674
-21% -$3.37M 0.89% 27
2018
Q4 		$15.6M Sell
156,583
-25,883
-14% -$2.76M 1.16% 20
2018
Q3 		$20.6M Sell
182,466
-27,205
-13% -$3.09M 1.55% 13
2018
Q2 		$21.8M Sell
209,671
-8,076
-4% -$886K 1.69% 10
2018
Q1 		$23.9M Buy
217,747
+3,881
+2% +$439K 2.18% 9
2017
Q4 		$22.9M Sell
213,866
-4,079
-2% -$413K 1.92% 9
2017
Q3 		$20.8M Sell
217,945
-10,631
-5% -$980K 1.7% 12
2017
Q2 		$20.9M Sell
228,576
-14,592
-6% -$1.26M 1.98% 7
2017
Q1 		$21.4M Buy
243,168
+13,602
+6% +$1.2M 2.29% 5
2016
Q4 		$19.8M Buy
229,566
+50,658
+28% +$3.86M 2.65% 6
2016
Q3 		$11.9M Sell
178,908
-1,025
-0.6% -$66.8K 1.91% 11
2016
Q2 		$11.2M Buy
179,933
+15,409
+9% +$962K 1.85% 16
2016
Q1 		$9.74M Sell
164,524
-21,232
-11% -$1.24M 1.43% 18
2015
Q4 		$12.3M Buy
185,756
+54,846
+42% +$3.57M 1.69% 14
2015
Q3 		$7.98M Buy
130,910
+45,279
+53% +$2.97M 1.23% 17
2015
Q2 		$5.8M Buy
85,631
+54,719
+177% +$3.57M 1% 16
2015
Q1 		$1.87M Buy
30,912
+7,314
+31% +$433K 0.43% 15
2014
Q4 		$1.48M Buy
23,598
+985
+4% +$59.3K 0.29% 18
2014
Q3 		$1.36M Buy
22,613
+12,171
+117% +$711K 0.23% 16
2014
Q2 		$602K Sell
10,442
-689,993
-99% -$38.8M 0.14% 14
2014
Q1 		$42.5M Buy
700,435
+442,004
+171% +$25.5M 10.87% 3
2013
Q4 		$15.1M Buy
+258,431
New +$14.2M 4.44% 6

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

Majedie Asset Management's JPM Position: Q3 2019 in Review

Majedie Asset Management sold out of JPMorgan Chase (JPM) in Q3 2019, closing a stake of 55,267 shares — an estimated $6.19M sold.

Majedie Asset Management first reported a position in JPM in Q4 2013 and held it in 23 quarters. The position peaked at $42.5M in Q1 2014. 2,608 funds tracked by Wall St. Rank hold JPM as of Q3 2019.

  • Majedie Asset Management reported no remaining JPMorgan Chase position as of Q3 2019 after selling out during the quarter.
  • Majedie Asset Management sold 55,267 JPMorgan Chase shares in Q3 2019, an estimated $6.19M.
  • Majedie Asset Management first reported a position in JPMorgan Chase in Q4 2013 and held it in 23 quarters.
  • Majedie Asset Management's JPMorgan Chase position peaked at $42.5M in Q1 2014.
  • 2,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2019.

Based on Majedie Asset Management's 13F filing for Q3 2019, filed 13 Nov 2019.