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Osborn Williams & Donohoe’s JPMorgan Chase JPM Stock Holding History

Osborn Williams & Donohoe’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 		$9.13M Buy
101,369
+3,113
+3% +$378K 1.2% 23
2019
Q4 		$13.7M Sell
98,256
-3,255
-3% -$417K 1.37% 16
2019
Q3 		$11.9M Buy
101,511
+7,161
+8% +$810K 1.2% 20
2019
Q2 		$10.5M Sell
94,350
-1,308
-1% -$144K 1.09% 24
2019
Q1 		$10.2M Buy
95,658
+15,210
+19% +$1.57M 1.04% 23
2018
Q4 		$7.85M Buy
80,448
+2,608
+3% +$278K 1.39% 22
2018
Q3 		$8.78M Sell
77,840
-351
-0.4% -$39.8K 1.37% 21
2018
Q2 		$8.15M Buy
78,191
+565
+0.7% +$62K 1.38% 20
2018
Q1 		$8.54M Sell
77,626
-321
-0.4% -$36.3K 1.48% 17
2017
Q4 		$8.34M Buy
77,947
+558
+0.7% +$56.5K 1.43% 20
2017
Q3 		$7.39M Sell
77,389
-1,756
-2% -$162K 1.33% 23
2017
Q2 		$7.23M Sell
79,145
-2,708
-3% -$234K 1.31% 24
2017
Q1 		$7.19M Buy
81,853
+1,085
+1% +$95.7K 1.3% 25
2016
Q4 		$6.97M Sell
80,768
-986
-1% -$75.2K 1.31% 25
2016
Q3 		$5.44M Sell
81,754
-3,480
-4% -$227K 1.04% 30
2016
Q2 		$5.3M Buy
85,234
+344
+0.4% +$21.5K 1.03% 33
2016
Q1 		$5.03M Buy
84,890
+564
+0.7% +$32.9K 1.01% 32
2015
Q4 		$5.57M Sell
84,326
-591
-0.7% -$38.5K 1.15% 31
2015
Q3 		$5.22M Buy
84,917
+740
+0.9% +$48.5K 1.13% 34
2015
Q2 		$5.8M Buy
84,177
+1,826
+2% +$119K 1.17% 30
2015
Q1 		$4.99M Buy
82,351
+6,633
+9% +$393K 0.97% 33
2014
Q4 		$4.74M Buy
75,718
+6,593
+10% +$397K 0.93% 35
2014
Q3 		$4.16M Sell
69,125
-1,277
-2% -$74.6K 0.87% 40
2014
Q2 		$3.93M Buy
70,402
+755
+1% +$42.4K 0.81% 41
2014
Q1 		$4.23M Buy
69,647
+6,002
+9% +$347K 0.93% 39
2013
Q4 		$3.72M Buy
63,645
+1,238
+2% +$67.8K 0.84% 42
2013
Q3 		$3.23M Buy
62,407
+2,632
+4% +$141K 0.79% 43
2013
Q2 		$3.16M Buy
+59,775
New +$3.04M 0.82% 41

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Osborn Williams & Donohoe's JPM Position: Q1 2020 in Review

Osborn Williams & Donohoe increased its JPMorgan Chase (JPM) stake by 3.2% in Q1 2020, buying an estimated $378K and bringing the position to 101,369 shares worth $9.13M. The position accounts for 1.2% of the portfolio, ranked #23.

Osborn Williams & Donohoe first reported a position in JPM in Q2 2013 and has held it in 28 quarters since. The position peaked at $13.7M in Q4 2019. 2,783 funds tracked by Wall St. Rank hold JPM as of Q1 2020.

  • Osborn Williams & Donohoe held 101,369 shares of JPMorgan Chase worth $9.13M as of Q1 2020.
  • Osborn Williams & Donohoe bought 3,113 JPMorgan Chase shares in Q1 2020, an estimated $378K.
  • JPMorgan Chase made up 1.2% of Osborn Williams & Donohoe's portfolio in Q1 2020, its #23 holding.
  • Osborn Williams & Donohoe first reported a position in JPMorgan Chase in Q2 2013 and has held it in 28 quarters since.
  • Osborn Williams & Donohoe's JPMorgan Chase position peaked at $13.7M in Q4 2019.
  • 2,783 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2020.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2020, filed 4 May 2020.