MF
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MHI Funds’s JPMorgan Chase JPM Stock Holding History

MHI Funds’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
Q1 		$973K Sell
10,805
-6,120
-36% -$744K 2.8% 17
2019
Q4 		$2.36M Sell
16,925
-1,208
-7% -$155K 3% 19
2019
Q3 		$2.13M Sell
18,133
-217
-1% -$24.5K 2.48% 25
2019
Q2 		$2.05M Buy
+18,350
New +$2.02M 2.4% 24

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MHI Funds's JPM Position: Q1 2020 in Review

MHI Funds reduced its JPMorgan Chase (JPM) stake by 36% in Q1 2020, selling an estimated $744K and leaving 10,805 shares worth $973K. The position accounts for 2.8% of the portfolio, ranked #17.

MHI Funds first reported a position in JPM in Q2 2019 and has held it in 4 quarters since. The position peaked at $2.36M in Q4 2019. 2,784 funds tracked by Wall St. Rank hold JPM as of Q1 2020.

  • MHI Funds held 10,805 shares of JPMorgan Chase worth $973K as of Q1 2020.
  • MHI Funds sold 6,120 JPMorgan Chase shares in Q1 2020, an estimated $744K.
  • JPMorgan Chase made up 2.8% of MHI Funds's portfolio in Q1 2020, its #17 holding.
  • MHI Funds first reported a position in JPMorgan Chase in Q2 2019 and has held it in 4 quarters since.
  • MHI Funds's JPMorgan Chase position peaked at $2.36M in Q4 2019.
  • 2,784 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2020.

Based on MHI Funds's 13F filing for Q1 2020, filed 5 May 2020.