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Newfound Research’s JPMorgan Chase JPM Stock Holding History

Newfound Research’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
Q4 		– Sell
-14
Closed -$2K – 171
2018
Q3 		$2K Sell
14
-2
-13% -$227 ﹤0.01% 113
2018
Q2 		$2K Sell
16
-2
-11% -$219 ﹤0.01% 100
2018
Q1 		$2K Buy
+18
New +$2.04K ﹤0.01% 99

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Newfound Research's JPM Position: Q4 2018 in Review

Newfound Research sold out of JPMorgan Chase (JPM) in Q4 2018, closing a stake of 14 shares — an estimated $2K sold.

Newfound Research first reported a position in JPM in Q1 2018 and held it in 3 quarters. The position peaked at $2K in Q3 2018. 2,597 funds tracked by Wall St. Rank hold JPM as of Q4 2018.

  • Newfound Research reported no remaining JPMorgan Chase position as of Q4 2018 after selling out during the quarter.
  • Newfound Research sold 14 JPMorgan Chase shares in Q4 2018, an estimated $2K.
  • Newfound Research first reported a position in JPMorgan Chase in Q1 2018 and held it in 3 quarters.
  • Newfound Research's JPMorgan Chase position peaked at $2K in Q3 2018.
  • 2,597 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.

Based on Newfound Research's 13F filing for Q4 2018, filed 25 Jan 2019.