Marcus Capital’s JPMorgan Chase JPM Stock Holding History

Marcus 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
2018 Q3	$865K	Buy	7,665 +450	+6%	+$51.1K	2.52%	14
2018 Q2	$752K	Buy	7,215 +1,690	+31%	+$185K	2.39%	16
2018 Q1	$608K	Buy	5,525 +275	+5%	+$31.1K	2.24%	21
2017 Q4	$561K	Hold	5,250	–	–	2.15%	21
2017 Q3	$501K	Hold	5,250	–	–	0.71%	40
2017 Q2	$480K	Buy	5,250 +50	+1%	+$4.31K	0.41%	45
2017 Q1	$457K	Sell	5,200 -100	-2%	-$8.82K	0.43%	44
2016 Q4	$457K	Sell	5,300 -450	-8%	-$34.3K	0.49%	42
2016 Q3	$383K	Hold	5,750	–	–	0.37%	48
2016 Q2	$357K	Hold	5,750	–	–	0.38%	48
2016 Q1	$341K	Hold	5,750	–	–	0.38%	47
2015 Q4	$380K	Buy	+5,750	New	+$374K	0.4%	44

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Marcus Capital's JPM Position: Q3 2018 in Review

Marcus Capital increased its JPMorgan Chase (JPM) stake by 6.2% in Q3 2018, buying an estimated $51.1K and bringing the position to 7,665 shares worth $865K. The position accounts for 2.52% of the portfolio, ranked #14.

Marcus Capital first reported a position in JPM in Q4 2015 and has held it in 12 quarters since. 2,449 funds tracked by Wall St. Rank hold JPM as of Q3 2018.

Marcus Capital held 7,665 shares of JPMorgan Chase worth $865K as of Q3 2018.
Marcus Capital bought 450 JPMorgan Chase shares in Q3 2018, an estimated $51.1K.
JPMorgan Chase made up 2.52% of Marcus Capital's portfolio in Q3 2018, its #14 holding.
Marcus Capital first reported a position in JPMorgan Chase in Q4 2015 and has held it in 12 quarters since.
2,449 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2018.

Based on Marcus Capital's 13F filing for Q3 2018, filed 13 Nov 2018.