Mendon Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Mendon Capital Advisors’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
2020 Q3	–	Sell	-5,000	Closed	-$470K	–	62
2020 Q2	$470K	Sell	5,000 -7,000	-58%	-$664K	0.24%	49
2020 Q1	$1.08M	Buy	+12,000	New	+$1.46M	0.53%	34
2013 Q4	–	Sell	-20,000	Closed	-$1.03M	–	104
2013 Q3	$1.03M	Hold	20,000	–	–	0.49%	62
2013 Q2	$1.06M	Buy	+20,000	New	+$1.02M	0.6%	54

Other funds holding JPM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mendon Capital Advisors's JPM Position: Q3 2020 in Review

Mendon Capital Advisors sold out of JPMorgan Chase (JPM) in Q3 2020, closing a stake of 5,000 shares — an estimated $470K sold.

Mendon Capital Advisors first reported a position in JPM in Q2 2013 and held it in 4 quarters. The position peaked at $1.08M in Q1 2020. 2,826 funds tracked by Wall St. Rank hold JPM as of Q3 2020.

Mendon Capital Advisors reported no remaining JPMorgan Chase position as of Q3 2020 after selling out during the quarter.
Mendon Capital Advisors sold 5,000 JPMorgan Chase shares in Q3 2020, an estimated $470K.
Mendon Capital Advisors first reported a position in JPMorgan Chase in Q2 2013 and held it in 4 quarters.
Mendon Capital Advisors's JPMorgan Chase position peaked at $1.08M in Q1 2020.
2,826 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2020.

Based on Mendon Capital Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.