Neuburgh Advisers’s JPMorgan Chase JPM Stock Holding History

Neuburgh Advisers’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	$84M	Buy	713,966 +68,748	+11%	+$7.78M	2.61%	3
2019 Q2	$72.1M	Buy	645,218 +101,184	+19%	+$11.2M	2.32%	7
2019 Q1	$55.1M	Buy	544,034 +34,816	+7%	+$3.59M	1.87%	9
2018 Q4	$49.7M	Sell	509,218 -31,178	-6%	-$3.32M	1.95%	10
2018 Q3	$61M	Sell	540,396 -60,860	-10%	-$6.91M	1.97%	7
2018 Q2	$62.7M	Buy	601,256 +37,876	+7%	+$4.15M	2.09%	6
2018 Q1	$62M	Buy	563,380 +43,554	+8%	+$4.93M	2.17%	5
2017 Q4	$55.6M	Sell	519,826 -25,704	-5%	-$2.6M	1.99%	6
2017 Q3	$52.1M	Sell	545,530 -7,276	-1%	-$671K	1.94%	7
2017 Q2	$50.5M	Buy	552,806 +12,852	+2%	+$1.11M	1.91%	8
2017 Q1	$47.4M	Buy	539,954 +319,294	+145%	+$28.2M	1.88%	9
2016 Q4	$19M	Buy	+220,660	New	+$16.8M	0.86%	30

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

Neuburgh Advisers's JPM Position: Q3 2019 in Review

Neuburgh Advisers increased its JPMorgan Chase (JPM) stake by 11% in Q3 2019, buying an estimated $7.78M and bringing the position to 713,966 shares worth $84M. The position accounts for 2.61% of the portfolio, ranked #3.

Neuburgh Advisers first reported a position in JPM in Q4 2016 and has held it in 12 quarters since. 2,608 funds tracked by Wall St. Rank hold JPM as of Q3 2019.

Neuburgh Advisers held 713,966 shares of JPMorgan Chase worth $84M as of Q3 2019.
Neuburgh Advisers bought 68,748 JPMorgan Chase shares in Q3 2019, an estimated $7.78M.
JPMorgan Chase made up 2.61% of Neuburgh Advisers's portfolio in Q3 2019, its #3 holding.
Neuburgh Advisers first reported a position in JPMorgan Chase in Q4 2016 and has held it in 12 quarters since.
2,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.