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Miles Capital’s JPMorgan Chase JPM Stock Holding History

Miles 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
2020
Q1 		$219K Buy
2,428
+77
+3% +$9.36K 0.24% 109
2019
Q4 		$328K Sell
2,351
-506
-18% -$64.9K 0.26% 93
2019
Q3 		$336K Sell
2,857
-40
-1% -$4.52K 0.28% 97
2019
Q2 		$324K Sell
2,897
-2,200
-43% -$243K 0.26% 97
2019
Q1 		$516K Buy
5,097
+576
+13% +$59.3K 0.45% 65
2018
Q4 		$441K Sell
4,521
-488
-10% -$52K 0.44% 66
2018
Q3 		$565K Sell
5,009
-2,030
-29% -$230K 0.46% 60
2018
Q2 		$733K Sell
7,039
-59
-0.8% -$6.47K 0.45% 52
2018
Q1 		$781K Buy
7,098
+2,185
+44% +$247K 0.43% 54
2017
Q4 		$525K Sell
4,913
-348
-7% -$35.2K 0.3% 61
2017
Q3 		$502K Sell
5,261
-501
-9% -$46.2K 0.28% 60
2017
Q2 		$527K Buy
5,762
+492
+9% +$42.5K 0.28% 63
2017
Q1 		$463K Sell
5,270
-4,084
-44% -$360K 0.26% 61
2016
Q4 		$807K Sell
9,354
-401
-4% -$30.6K 0.49% 54
2016
Q3 		$650K Buy
9,755
+463
+5% +$30.2K 0.44% 56
2016
Q2 		$577K Sell
9,292
-14,586
-61% -$911K 0.39% 59
2016
Q1 		$1.41M Sell
23,878
-152
-0.6% -$8.88K 0.95% 15
2015
Q4 		$1.59M Sell
24,030
-260
-1% -$16.9K 1.08% 13
2015
Q3 		$1.48M Sell
24,290
-1,369
-5% -$89.7K 1.06% 14
2015
Q2 		$1.74M Sell
25,659
-288
-1% -$18.8K 1.14% 11
2015
Q1 		$1.57M Sell
25,947
-1,171
-4% -$69.3K 0.93% 22
2014
Q4 		$1.7M Sell
27,118
-5,615
-17% -$338K 0.92% 23
2014
Q3 		$1.97M Sell
32,733
-272
-0.8% -$15.9K 1.05% 20
2014
Q2 		$1.9M Sell
33,005
-529
-2% -$29.7K 0.96% 23
2014
Q1 		$2.04M Sell
33,534
-2,923
-8% -$169K 1.06% 22
2013
Q4 		$2.13M Buy
36,457
+5,715
+19% +$313K 1.05% 23
2013
Q3 		$1.59M Sell
30,742
-7,259
-19% -$389K 0.91% 23
2013
Q2 		$2.01M Buy
+38,001
New +$1.93M 0.93% 21

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Miles Capital's JPM Position: Q1 2020 in Review

Miles Capital increased its JPMorgan Chase (JPM) stake by 3.3% in Q1 2020, buying an estimated $9.36K and bringing the position to 2,428 shares worth $219K. The position accounts for 0.24% of the portfolio, ranked #109.

Miles Capital first reported a position in JPM in Q2 2013 and has held it in 28 quarters since. The position peaked at $2.13M in Q4 2013. 2,782 funds tracked by Wall St. Rank hold JPM as of Q1 2020.

  • Miles Capital held 2,428 shares of JPMorgan Chase worth $219K as of Q1 2020.
  • Miles Capital bought 77 JPMorgan Chase shares in Q1 2020, an estimated $9.36K.
  • JPMorgan Chase made up 0.24% of Miles Capital's portfolio in Q1 2020, its #109 holding.
  • Miles Capital first reported a position in JPMorgan Chase in Q2 2013 and has held it in 28 quarters since.
  • Miles Capital's JPMorgan Chase position peaked at $2.13M in Q4 2013.
  • 2,782 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2020.

Based on Miles Capital's 13F filing for Q1 2020, filed 13 May 2020.