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Needelman Asset Management’s JPMorgan Chase JPM Stock Holding History

Needelman Asset 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
2018
Q3 		– Sell
-14,618
Closed -$1.52M – 19
2018
Q2 		$1.52M Hold
14,618
– – 3.31% 10
2018
Q1 		$1.61M Sell
14,618
-300
-2% -$34K 3.47% 9
2017
Q4 		$1.59M Sell
14,918
-825
-5% -$83.5K 3.99% 2
2017
Q3 		$1.5M Sell
15,743
-115
-0.7% -$10.6K 3.69% 5
2017
Q2 		$1.45M Sell
15,858
-100
-0.6% -$8.63K 3.73% 5
2017
Q1 		$1.4M Hold
15,958
– – 3.75% 5
2016
Q4 		$1.38M Sell
15,958
-80
-0.5% -$6.1K 3.82% 3
2016
Q3 		$1.07M Sell
16,038
-1,550
-9% -$101K 3.21% 11
2016
Q2 		$1.09M Hold
17,588
– – 3.12% 10
2016
Q1 		$1.04M Buy
17,588
+375
+2% +$21.9K 3.05% 10
2015
Q4 		$1.14M Sell
17,213
-120
-0.7% -$7.81K 3.45% 11
2015
Q3 		$1.06M Hold
17,333
– – 3.47% 9
2015
Q2 		$1.17M Sell
17,333
-540
-3% -$35.3K 3.71% 6
2015
Q1 		$1.08M Sell
17,873
-70
-0.4% -$4.14K 3.29% 12
2014
Q4 		$1.12M Hold
17,943
– – 3.44% 10
2014
Q3 		$1.08M Sell
17,943
-250
-1% -$14.6K 3.47% 9
2014
Q2 		$1.05M Hold
18,193
– – 3.31% 9
2014
Q1 		$1.1M Sell
18,193
-75
-0.4% -$4.33K 3.59% 6
2013
Q4 		$1.07M Buy
18,268
+265
+1% +$14.5K 3.52% 6
2013
Q3 		$931K Sell
18,003
-50
-0.3% -$2.68K 3.34% 7
2013
Q2 		$953K Buy
+18,053
New +$918K 3.48% 4

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Needelman Asset Management's JPM Position: Q3 2018 in Review

Needelman Asset Management sold out of JPMorgan Chase (JPM) in Q3 2018, closing a stake of 14,618 shares — an estimated $1.52M sold.

Needelman Asset Management first reported a position in JPM in Q2 2013 and held it in 21 quarters. The position peaked at $1.61M in Q1 2018. 2,450 funds tracked by Wall St. Rank hold JPM as of Q3 2018.

  • Needelman Asset Management reported no remaining JPMorgan Chase position as of Q3 2018 after selling out during the quarter.
  • Needelman Asset Management sold 14,618 JPMorgan Chase shares in Q3 2018, an estimated $1.52M.
  • Needelman Asset Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 21 quarters.
  • Needelman Asset Management's JPMorgan Chase position peaked at $1.61M in Q1 2018.
  • 2,450 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2018.

Based on Needelman Asset Management's 13F filing for Q3 2018.