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PagnatoKarp Partners’s JPMorgan Chase JPM Stock Holding History

PagnatoKarp Partners’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
Q2 		– Sell
-16,011
Closed -$1.44M – 77
2020
Q1 		$1.44M Sell
16,011
-649
-4% -$78.8K 0.36% 45
2019
Q4 		$2.32M Sell
16,660
-820
-5% -$105K 0.4% 37
2019
Q3 		$2.06M Buy
17,480
+3,615
+26% +$409K 0.41% 39
2019
Q2 		$1.55M Sell
13,865
-1,773
-11% -$195K 0.33% 42
2019
Q1 		$1.58M Buy
15,638
+4,751
+44% +$489K 0.35% 43
2018
Q4 		$1.06M Sell
10,887
-2,935
-21% -$313K 0.23% 55
2018
Q3 		$1.56M Buy
13,822
+428
+3% +$48.6K 0.46% 36
2018
Q2 		$1.4M Sell
13,394
-1,165
-8% -$128K 0.44% 38
2018
Q1 		$1.6M Buy
14,559
+1,084
+8% +$123K 0.68% 25
2017
Q4 		$1.44M Buy
13,475
+895
+7% +$90.6K 0.42% 39
2017
Q3 		$1.2M Buy
12,580
+528
+4% +$48.7K 0.3% 47
2017
Q2 		$1.1M Buy
12,052
+627
+5% +$54.1K 0.33% 45
2017
Q1 		$1M Sell
11,425
-1,972
-15% -$174K 0.29% 45
2016
Q4 		$1.16M Buy
+13,397
New +$1.02M 0.35% 42

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PagnatoKarp Partners's JPM Position: Q2 2020 in Review

PagnatoKarp Partners sold out of JPMorgan Chase (JPM) in Q2 2020, closing a stake of 16,011 shares — an estimated $1.44M sold.

PagnatoKarp Partners first reported a position in JPM in Q4 2016 and held it in 14 quarters. The position peaked at $2.32M in Q4 2019. 2,848 funds tracked by Wall St. Rank hold JPM as of Q2 2020.

  • PagnatoKarp Partners reported no remaining JPMorgan Chase position as of Q2 2020 after selling out during the quarter.
  • PagnatoKarp Partners sold 16,011 JPMorgan Chase shares in Q2 2020, an estimated $1.44M.
  • PagnatoKarp Partners first reported a position in JPMorgan Chase in Q4 2016 and held it in 14 quarters.
  • PagnatoKarp Partners's JPMorgan Chase position peaked at $2.32M in Q4 2019.
  • 2,848 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2020.

Based on PagnatoKarp Partners's 13F filing for Q2 2020.