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New England Private Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

New England Private Wealth Advisors’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
-35,545
Closed -$4.18M – 125
2019
Q3 		$4.18M Sell
35,545
-1,374
-4% -$155K 1.02% 23
2019
Q2 		$4.13M Buy
36,919
+871
+2% +$96K 1% 24
2019
Q1 		$3.65M Sell
36,048
-284
-0.8% -$29.3K 0.95% 24
2018
Q4 		$3.55M Buy
36,332
+26
+0.1% +$2.77K 1.04% 25
2018
Q3 		$4.1M Sell
36,306
-362
-1% -$41.1K 1.1% 23
2018
Q2 		$3.82M Hold
36,668
– – 1.08% 23
2018
Q1 		$4.03M Sell
36,668
-2,274
-6% -$257K 1.14% 23
2017
Q4 		$4.16M Buy
38,942
+955
+3% +$96.7K 1.17% 23
2017
Q3 		$3.63M Sell
37,987
-1,075
-3% -$99.1K 1.08% 23
2017
Q2 		$3.57M Sell
39,062
-1,449
-4% -$125K 1.1% 21
2017
Q1 		$3.54M Sell
40,511
-809
-2% -$71.4K 1.13% 20
2016
Q4 		$3.56M Buy
41,320
+335
+0.8% +$25.5K 1.24% 17
2016
Q3 		$2.73M Buy
40,985
+5
+0% +$326 0.98% 23
2016
Q2 		$2.55M Sell
40,980
-2,321
-5% -$145K 0.97% 21
2016
Q1 		$2.56M Buy
43,301
+5
+0% +$292 1.05% 22
2015
Q4 		$2.86M Sell
43,296
-519
-1% -$33.8K 1.14% 22
2015
Q3 		$2.67M Sell
43,815
-1,473
-3% -$96.5K 1.14% 22
2015
Q2 		$3.07M Sell
45,288
-1,687
-4% -$110K 1.17% 25
2015
Q1 		$2.82M Buy
46,975
+1,034
+2% +$61.2K 1.1% 23
2014
Q4 		$2.87M Buy
45,941
+1,382
+3% +$83.2K 1.13% 23
2014
Q3 		$2.69M Sell
44,559
-1,354
-3% -$79.1K 1.08% 25
2014
Q2 		$2.65M Buy
45,913
+1,159
+3% +$65.2K 1.09% 24
2014
Q1 		$2.72M Sell
44,754
-918
-2% -$53.1K 1.14% 25
2013
Q4 		$2.67M Buy
45,672
+1,055
+2% +$57.8K 1.21% 22
2013
Q3 		$2.31M Sell
44,617
-367
-0.8% -$19.7K 1.21% 22
2013
Q2 		$2.38M Buy
+44,984
New +$2.29M 1.49% 20

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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 $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

New England Private Wealth Advisors's JPM Position: Q4 2019 in Review

New England Private Wealth Advisors sold out of JPMorgan Chase (JPM) in Q4 2019, closing a stake of 35,545 shares — an estimated $4.18M sold.

New England Private Wealth Advisors first reported a position in JPM in Q2 2013 and held it in 26 quarters. The position peaked at $4.18M in Q3 2019. 2,891 funds tracked by Wall St. Rank hold JPM as of Q4 2019.

  • New England Private Wealth Advisors reported no remaining JPMorgan Chase position as of Q4 2019 after selling out during the quarter.
  • New England Private Wealth Advisors sold 35,545 JPMorgan Chase shares in Q4 2019, an estimated $4.18M.
  • New England Private Wealth Advisors first reported a position in JPMorgan Chase in Q2 2013 and held it in 26 quarters.
  • New England Private Wealth Advisors's JPMorgan Chase position peaked at $4.18M in Q3 2019.
  • 2,891 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2019.

Based on New England Private Wealth Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.