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Oakbrook Investments’s JPMorgan Chase JPM Stock Holding History

Oakbrook Investments’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
2020
Q1 		$837K Sell
9,300
-33,091
-78% -$4.02M 2.14% 12
2019
Q4 		$5.91M Sell
42,391
-63,163
-60% -$8.1M 1.2% 5
2019
Q3 		$12.4M Sell
105,554
-21,075
-17% -$2.38M 0.81% 28
2019
Q2 		$14.2M Sell
126,629
-2,865
-2% -$316K 0.85% 26
2019
Q1 		$13.1M Buy
129,494
+1,995
+2% +$206K 0.8% 28
2018
Q4 		$12.4M Sell
127,499
-21,615
-14% -$2.3M 0.84% 29
2018
Q3 		$16.8M Buy
149,114
+1,780
+1% +$202K 0.93% 27
2018
Q2 		$15.4M Sell
147,334
-20,869
-12% -$2.29M 0.97% 26
2018
Q1 		$18.5M Buy
168,203
+12,590
+8% +$1.43M 1.15% 25
2017
Q4 		$16.6M Sell
155,613
-6,000
-4% -$608K 1.06% 25
2017
Q3 		$15.4M Sell
161,613
-43,850
-21% -$4.04M 1% 29
2017
Q2 		$18.8M Buy
205,463
+92,700
+82% +$8M 1.25% 24
2017
Q1 		$9.9M Sell
112,763
-93,360
-45% -$8.24M 0.65% 42
2016
Q4 		$17.8M Sell
206,123
-40,000
-16% -$3.05M 1.16% 25
2016
Q3 		$16.4M Sell
246,123
-53,200
-18% -$3.47M 1% 31
2016
Q2 		$18.6M Buy
299,323
+54,000
+22% +$3.37M 1.03% 27
2016
Q1 		$14.5M Sell
245,323
-10,150
-4% -$593K 0.94% 32
2015
Q4 		$16.9M Sell
255,473
-9,332
-4% -$608K 1.08% 23
2015
Q3 		$16.1M Sell
264,805
-5,650
-2% -$370K 1.06% 23
2015
Q2 		$18.3M Sell
270,455
-47,382
-15% -$3.09M 1.12% 21
2015
Q1 		$19.3M Sell
317,837
-9,100
-3% -$539K 1.04% 21
2014
Q4 		$20.5M Sell
326,937
-23,600
-7% -$1.42M 1.1% 23
2014
Q3 		$21.1M Sell
350,537
-365,840
-51% -$21.4M 1.14% 20
2014
Q2 		$41.3M Sell
716,377
-319,801
-31% -$18M 1.25% 16
2014
Q1 		$62.9M Sell
1,036,178
-147,179
-12% -$8.51M 1.98% 4
2013
Q4 		$69.2M Sell
1,183,357
-88,290
-7% -$4.84M 1.92% 5
2013
Q3 		$65.7M Buy
1,271,647
+53,571
+4% +$2.87M 1.92% 4
2013
Q2 		$64.3M Buy
+1,218,076
New +$61.9M 1.86% 6

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Oakbrook Investments's JPM Position: Q1 2020 in Review

Oakbrook Investments reduced its JPMorgan Chase (JPM) stake by 78% in Q1 2020, selling an estimated $4.02M and leaving 9,300 shares worth $837K. The position accounts for 2.14% of the portfolio, ranked #12.

Oakbrook Investments first reported a position in JPM in Q2 2013 and has held it in 28 quarters since. The position peaked at $69.2M in Q4 2013. 2,782 funds tracked by Wall St. Rank hold JPM as of Q1 2020.

  • Oakbrook Investments held 9,300 shares of JPMorgan Chase worth $837K as of Q1 2020.
  • Oakbrook Investments sold 33,091 JPMorgan Chase shares in Q1 2020, an estimated $4.02M.
  • JPMorgan Chase made up 2.14% of Oakbrook Investments's portfolio in Q1 2020, its #12 holding.
  • Oakbrook Investments first reported a position in JPMorgan Chase in Q2 2013 and has held it in 28 quarters since.
  • Oakbrook Investments's JPMorgan Chase position peaked at $69.2M in Q4 2013.
  • 2,782 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.