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Marshwinds Advisory’s JPMorgan Chase JPM Stock Holding History

Marshwinds Advisory’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 		$361K Buy
3,694
+7
+0.2% +$746 0.19% 95
2018
Q3 		$416K Sell
3,687
-395
-10% -$44.8K 0.19% 97
2018
Q2 		$425K Sell
4,082
-47
-1% -$5.16K 0.2% 98
2018
Q1 		$454K Buy
4,129
+5
+0.1% +$566 0.22% 94
2017
Q4 		$441K Buy
4,124
+5
+0.1% +$506 0.2% 95
2017
Q3 		$393K Buy
4,119
+6
+0.1% +$553 0.18% 100
2017
Q2 		$376K Buy
4,113
+5
+0.1% +$431 0.18% 103
2017
Q1 		$361K Buy
4,108
+156
+4% +$13.8K 0.17% 104
2016
Q4 		$341K Sell
3,952
-431
-10% -$32.9K 0.16% 112
2016
Q3 		$292K Buy
4,383
+11
+0.3% +$717 0.14% 114
2016
Q2 		$272K Buy
4,372
+10
+0.2% +$625 0.13% 118
2016
Q1 		$258K Buy
4,362
+10
+0.2% +$584 0.13% 119
2015
Q4 		$287K Buy
4,352
+10
+0.2% +$651 0.15% 116
2015
Q3 		$265K Buy
4,342
+209
+5% +$13.7K 0.14% 120
2015
Q2 		$280K Sell
4,133
-842
-17% -$55K 0.14% 122
2015
Q1 		$301K Sell
4,975
-90
-2% -$5.33K 0.14% 125
2014
Q4 		$317K Buy
5,065
+9
+0.2% +$542 0.15% 126
2014
Q3 		$305K Sell
5,056
-56
-1% -$3.27K 0.15% 125
2014
Q2 		$295K Sell
5,112
-341
-6% -$19.2K 0.14% 125
2014
Q1 		$331K Sell
5,453
-141
-3% -$8.15K 0.17% 119
2013
Q4 		$327K Buy
5,594
+783
+16% +$42.9K 0.17% 114
2013
Q3 		$249K Sell
4,811
-141
-3% -$7.56K 0.14% 122
2013
Q2 		$261K Buy
+4,952
New +$252K 0.16% 117

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

Marshwinds Advisory's JPM Position: Q4 2018 in Review

Marshwinds Advisory increased its JPMorgan Chase (JPM) stake by 0.19% in Q4 2018, buying an estimated $746 and bringing the position to 3,694 shares worth $361K. The position accounts for 0.19% of the portfolio, ranked #95.

Marshwinds Advisory first reported a position in JPM in Q2 2013 and has held it in 23 quarters since. The position peaked at $454K in Q1 2018. 2,597 funds tracked by Wall St. Rank hold JPM as of Q4 2018.

  • Marshwinds Advisory held 3,694 shares of JPMorgan Chase worth $361K as of Q4 2018.
  • Marshwinds Advisory bought 7 JPMorgan Chase shares in Q4 2018, an estimated $746.
  • JPMorgan Chase made up 0.19% of Marshwinds Advisory's portfolio in Q4 2018, its #95 holding.
  • Marshwinds Advisory first reported a position in JPMorgan Chase in Q2 2013 and has held it in 23 quarters since.
  • Marshwinds Advisory's JPMorgan Chase position peaked at $454K in Q1 2018.
  • 2,597 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.

Based on Marshwinds Advisory's 13F filing for Q4 2018, filed 7 Jan 2019.