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	0.36%	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	0.45%	39
2017 Q3	$1.2M	Buy	12,580 +528	+4%	+$48.7K	0.38%	47
2017 Q2	$1.1M	Buy	12,052 +627	+5%	+$54.1K	0.34%	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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return