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National Investment Services’s JPMorgan Chase JPM Stock Holding History

National Investment Services’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
Q4 		– Sell
-16,529
Closed -$1.95M – 31
2019
Q3 		$1.95M Sell
16,529
-1,119
-6% -$127K 2.26% 15
2019
Q2 		$1.97M Sell
17,648
-872
-5% -$96.1K 2.27% 14
2019
Q1 		$1.88M Sell
18,520
-872
-4% -$89.8K 2.05% 15
2018
Q4 		$1.89M Sell
19,392
-483
-2% -$51.5K 2.2% 13
2018
Q3 		$2.24M Sell
19,875
-2,383
-11% -$271K 2.2% 11
2018
Q2 		$2.32M Sell
22,258
-147
-0.7% -$16.1K 2.16% 17
2018
Q1 		$2.46M Sell
22,405
-859
-4% -$97.3K 2.3% 12
2017
Q4 		$2.49M Sell
23,264
-1,657
-7% -$168K 2.39% 15
2017
Q3 		$2.38M Sell
24,921
-79
-0.3% -$7.29K 2.45% 13
2017
Q2 		$2.29M Sell
25,000
-1,583
-6% -$137K 2.4% 14
2017
Q1 		$2.33M Sell
26,583
-16,139
-38% -$1.42M 2.34% 18
2016
Q4 		$3.69M Sell
42,722
-525
-1% -$40K 4.07% 2
2016
Q3 		$2.88M Sell
43,247
-966
-2% -$63K 3.25% 9
2016
Q2 		$2.75M Sell
44,213
-1,793
-4% -$112K 3.14% 12
2016
Q1 		$2.72M Sell
46,006
-1,172
-2% -$68.4K 3.15% 12
2015
Q4 		$3.12M Sell
47,178
-1,026
-2% -$66.8K 3.53% 7
2015
Q3 		$2.94M Sell
48,204
-1,734
-3% -$114K 3.47% 8
2015
Q2 		$3.38M Sell
49,938
-3,323
-6% -$217K 3.54% 10
2015
Q1 		$3.23M Buy
53,261
+47,577
+837% +$2.82M 3.28% 11
2014
Q4 		$356K Sell
5,684
-60,494
-91% -$3.64M 3.37% 9
2014
Q3 		$3.99M Buy
66,178
+74
+0.1% +$4.33K 3.26% 5
2014
Q2 		$3.81M Hold
66,104
– – 3.1% 4
2014
Q1 		$4.01M Buy
66,104
+46
+0.1% +$2.66K 3.45% 1
2013
Q4 		$3.86M Hold
66,058
– – 3.01% 5
2013
Q3 		$3.42M Hold
66,058
– – 2.68% 4
2013
Q2 		$3.49M Buy
+66,058
New +$3.36M 2.87% 3

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

National Investment Services's JPM Position: Q4 2019 in Review

National Investment Services sold out of JPMorgan Chase (JPM) in Q4 2019, closing a stake of 16,529 shares — an estimated $1.95M sold.

National Investment Services first reported a position in JPM in Q2 2013 and held it in 26 quarters. The position peaked at $4.01M in Q1 2014. 2,892 funds tracked by Wall St. Rank hold JPM as of Q4 2019.

  • National Investment Services reported no remaining JPMorgan Chase position as of Q4 2019 after selling out during the quarter.
  • National Investment Services sold 16,529 JPMorgan Chase shares in Q4 2019, an estimated $1.95M.
  • National Investment Services first reported a position in JPMorgan Chase in Q2 2013 and held it in 26 quarters.
  • National Investment Services's JPMorgan Chase position peaked at $4.01M in Q1 2014.
  • 2,892 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2019.

Based on National Investment Services's 13F filing for Q4 2019.