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Moon Capital Management (Tennessee)’s JPMorgan Chase JPM Stock Holding History

Moon Capital Management (Tennessee)’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 		– Sell
-1,685
Closed -$235K – 44
2019
Q4 		$235K Buy
+1,685
New +$216K 0.24% 45
2019
Q3 		– Sell
-2,000
Closed -$224K – 46
2019
Q2 		$224K Sell
2,000
-55
-3% -$6.06K 0.24% 43
2019
Q1 		$208K Hold
2,055
– – 0.24% 45
2018
Q4 		$201K Hold
2,055
– – 0.25% 44
2018
Q3 		$233K Sell
2,055
-2,900
-59% -$329K 0.23% 44
2018
Q2 		$516K Sell
4,955
-53,352
-92% -$5.85M 0.55% 30
2018
Q1 		$6.41M Sell
58,307
-7,194
-11% -$815K 7.53% 2
2017
Q4 		$7M Sell
65,501
-168
-0.3% -$17K 7.18% 2
2017
Q3 		$6.27M Sell
65,669
-2,887
-4% -$266K 7.26% 2
2017
Q2 		$6.27M Sell
68,556
-1,658
-2% -$143K 6.81% 2
2017
Q1 		$6.17M Sell
70,214
-896
-1% -$79K 7.2% 2
2016
Q4 		$6.14M Sell
71,110
-2,186
-3% -$167K 9.61% 2
2016
Q3 		$4.88M Sell
73,296
-4,315
-6% -$281K 6.75% 3
2016
Q2 		$4.82M Sell
77,611
-566
-0.7% -$35.4K 6.02% 2
2016
Q1 		$4.63M Buy
78,177
+1,145
+1% +$66.9K 5.9% 3
2015
Q4 		$5.09M Sell
77,032
-661
-0.9% -$43K 6.72% 3
2015
Q3 		$4.74M Buy
77,693
+1,417
+2% +$92.8K 6.84% 3
2015
Q2 		$5.17M Buy
76,276
+945
+1% +$61.7K 7.07% 4
2015
Q1 		$4.56M Sell
75,331
-1,547
-2% -$91.6K 7.04% 4
2014
Q4 		$4.81M Buy
76,878
+19
+0% +$1.14K 6.86% 4
2014
Q3 		$4.63M Sell
76,859
-746
-1% -$43.6K 7.68% 4
2014
Q2 		$4.47M Buy
77,605
+12,547
+19% +$705K 7.06% 4
2014
Q1 		$3.95M Sell
65,058
-179
-0.3% -$10.3K 5.34% 6
2013
Q4 		$3.81M Sell
65,237
-2,283
-3% -$125K 5.48% 6
2013
Q3 		$3.49M Buy
+67,520
New +$3.62M 4.97% 5

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

Moon Capital Management (Tennessee)'s JPM Position: Q1 2020 in Review

Moon Capital Management (Tennessee) sold out of JPMorgan Chase (JPM) in Q1 2020, closing a stake of 1,685 shares — an estimated $235K sold.

Moon Capital Management (Tennessee) first reported a position in JPM in Q3 2013 and held it in 25 quarters. The position peaked at $7M in Q4 2017. 2,783 funds tracked by Wall St. Rank hold JPM as of Q1 2020.

  • Moon Capital Management (Tennessee) reported no remaining JPMorgan Chase position as of Q1 2020 after selling out during the quarter.
  • Moon Capital Management (Tennessee) sold 1,685 JPMorgan Chase shares in Q1 2020, an estimated $235K.
  • Moon Capital Management (Tennessee) first reported a position in JPMorgan Chase in Q3 2013 and held it in 25 quarters.
  • Moon Capital Management (Tennessee)'s JPMorgan Chase position peaked at $7M in Q4 2017.
  • 2,783 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2020.

Based on Moon Capital Management (Tennessee)'s 13F filing for Q1 2020, filed 15 Apr 2020.