Midas Management’s JPMorgan Chase JPM Stock Holding History

Midas 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 Q2	$760K	Hold	6,800	–	–	0.33%	88
2019 Q1	$688K	Hold	6,800	–	–	0.29%	97
2018 Q4	$664K	Hold	6,800	–	–	0.32%	102
2018 Q3	$767K	Sell	6,800 -200	-3%	-$22.7K	0.34%	95
2018 Q2	$729K	Hold	7,000	–	–	0.35%	95
2018 Q1	$770K	Hold	7,000	–	–	0.36%	92
2017 Q4	$749K	Sell	7,000 -1,200	-15%	-$122K	0.3%	108
2017 Q3	$783K	Hold	8,200	–	–	0.41%	90
2017 Q2	$749K	Hold	8,200	–	–	0.4%	91
2017 Q1	$720K	Sell	8,200 -1,800	-18%	-$159K	0.38%	99
2016 Q4	$863K	Hold	10,000	–	–	0.41%	114
2016 Q3	$666K	Sell	10,000 -17,000	-63%	-$1.11M	0.41%	100
2016 Q2	$1.68M	Hold	27,000	–	–	0.95%	30
2016 Q1	$1.6M	Buy	27,000 +12,000	+80%	+$701K	0.83%	41
2015 Q4	$990K	Hold	15,000	–	–	0.59%	84
2015 Q3	$915K	Sell	15,000 -4,400	-23%	-$288K	0.59%	83
2015 Q2	$1.31M	Hold	19,400	–	–	0.71%	76
2015 Q1	$1.18M	Hold	19,400	–	–	0.59%	91
2014 Q4	$1.21M	Hold	19,400	–	–	0.63%	88
2014 Q3	$1.17M	Hold	19,400	–	–	0.65%	77
2014 Q2	$1.12M	Sell	19,400 -36,800	-65%	-$2.07M	0.72%	75
2014 Q1	$3.41M	Hold	56,200	–	–	1.58%	5
2013 Q4	$3.29M	Hold	56,200	–	–	1.55%	5
2013 Q3	$2.9M	Hold	56,200	–	–	1.86%	6
2013 Q2	$2.97M	Buy	+56,200	New	+$2.86M	1.98%	4

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

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Midas Management's JPM Position: Q2 2019 in Review

Midas Management held its JPMorgan Chase (JPM) position steady in Q2 2019 at 6,800 shares worth $760K. The position accounts for 0.33% of the portfolio, ranked #88.

Midas Management first reported a position in JPM in Q2 2013 and has held it in 25 quarters since. The position peaked at $3.41M in Q1 2014. 2,635 funds tracked by Wall St. Rank hold JPM as of Q2 2019.

Midas Management held 6,800 shares of JPMorgan Chase worth $760K as of Q2 2019.
Midas Management left its JPMorgan Chase share count unchanged in Q2 2019.
JPMorgan Chase made up 0.33% of Midas Management's portfolio in Q2 2019, its #88 holding.
Midas Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 25 quarters since.
Midas Management's JPMorgan Chase position peaked at $3.41M in Q1 2014.
2,635 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2019.

Based on Midas Management's 13F filing for Q2 2019, filed 9 Jul 2019.