Mitsubishi UFJ Securities’s JPMorgan Chase JPM Stock Holding History

Mitsubishi UFJ Securities’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 Q3	–	Sell	-1,730	Closed	-$193K	–	146
2019 Q2	$193K	Buy	+1,730	New	+$191K	0.64%	41
2018 Q4	–	Sell	-2,020	Closed	-$228K	–	162
2018 Q3	$228K	Hold	2,020	–	–	0.73%	32
2018 Q2	$210K	Sell	2,020 -1,030	-34%	-$113K	0.75%	33
2018 Q1	$335K	Buy	3,050 +1,030	+51%	+$117K	1.29%	23
2017 Q4	$216K	Hold	2,020	–	–	0.91%	25
2017 Q3	$193K	Buy	2,020 +340	+20%	+$31.4K	0.92%	26
2017 Q2	$154K	Sell	1,680 -130	-7%	-$11.2K	0.82%	29
2017 Q1	$159K	Sell	1,810 -310	-15%	-$27.3K	0.86%	25
2016 Q4	$183K	Buy	2,120 +1,090	+106%	+$83.1K	1.04%	15
2016 Q3	$69K	Hold	1,030	–	–	0.36%	61
2016 Q2	$64K	Buy	+1,030	New	+$64.3K	0.11%	90
2016 Q1	–	Sell	-670	Closed	-$44K	–	243
2015 Q4	$44K	Sell	670 -710	-51%	-$46.2K	0.07%	101
2015 Q3	$84K	Sell	1,380 -190	-12%	-$12.4K	0.59%	30
2015 Q2	$106K	Buy	1,570 +910	+138%	+$59.4K	0.71%	25
2015 Q1	$40K	Buy	+660	New	+$39.1K	0.11%	83

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Mitsubishi UFJ Securities's JPM Position: Q3 2019 in Review

Mitsubishi UFJ Securities sold out of JPMorgan Chase (JPM) in Q3 2019, closing a stake of 1,730 shares — an estimated $193K sold.

Mitsubishi UFJ Securities first reported a position in JPM in Q1 2015 and held it in 15 quarters. The position peaked at $335K in Q1 2018. 2,608 funds tracked by Wall St. Rank hold JPM as of Q3 2019.

Mitsubishi UFJ Securities reported no remaining JPMorgan Chase position as of Q3 2019 after selling out during the quarter.
Mitsubishi UFJ Securities sold 1,730 JPMorgan Chase shares in Q3 2019, an estimated $193K.
Mitsubishi UFJ Securities first reported a position in JPMorgan Chase in Q1 2015 and held it in 15 quarters.
Mitsubishi UFJ Securities's JPMorgan Chase position peaked at $335K in Q1 2018.
2,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2019.

Based on Mitsubishi UFJ Securities's 13F filing for Q3 2019, filed 14 Nov 2019.