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Palo Capital’s JPMorgan Chase JPM Stock Holding History

Palo Capital’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 		$651K Sell
6,670
-50
-0.7% -$5.33K 0.28% 95
2018
Q3 		$758K Sell
6,720
-5,915
-47% -$671K 0.27% 97
2018
Q2 		$1.32M Hold
12,635
– – 0.48% 71
2018
Q1 		$1.39M Buy
12,635
+3,465
+38% +$392K 0.5% 72
2017
Q4 		$981K Hold
9,170
– – 0.44% 72
2017
Q3 		$876K Buy
9,170
+71
+0.8% +$6.55K 0.46% 71
2017
Q2 		$832K Buy
9,099
+1,346
+17% +$116K 0.47% 76
2017
Q1 		$681K Buy
7,753
+40
+0.5% +$3.53K 0.4% 86
2016
Q4 		$666K Sell
7,713
-773
-9% -$58.9K 0.42% 82
2016
Q3 		$565K Sell
8,486
-9,226
-52% -$602K 0.39% 78
2016
Q2 		$1.1M Buy
17,712
+8,261
+87% +$516K 0.38% 74
2016
Q1 		$560K Sell
9,451
-14,209
-60% -$830K 0.44% 80
2015
Q4 		$1.56M Sell
23,660
-8,360
-26% -$544K 1.41% 14
2015
Q3 		$1.95M Buy
32,020
+5,175
+19% +$339K 1.7% 9
2015
Q2 		$1.82M Sell
26,845
-2,135
-7% -$139K 1.43% 14
2015
Q1 		$1.73M Sell
28,980
-1,420
-5% -$84.1K 1.41% 15
2014
Q4 		$1.9M Buy
+30,400
New +$1.83M 1.6% 12

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

Palo Capital's JPM Position: Q4 2018 in Review

Palo Capital reduced its JPMorgan Chase (JPM) stake by 0.74% in Q4 2018, selling an estimated $5.33K and leaving 6,670 shares worth $651K. The position accounts for 0.28% of the portfolio, ranked #95.

Palo Capital first reported a position in JPM in Q4 2014 and has held it in 17 quarters since. The position peaked at $1.95M in Q3 2015. 2,597 funds tracked by Wall St. Rank hold JPM as of Q4 2018.

  • Palo Capital held 6,670 shares of JPMorgan Chase worth $651K as of Q4 2018.
  • Palo Capital sold 50 JPMorgan Chase shares in Q4 2018, an estimated $5.33K.
  • JPMorgan Chase made up 0.28% of Palo Capital's portfolio in Q4 2018, its #95 holding.
  • Palo Capital first reported a position in JPMorgan Chase in Q4 2014 and has held it in 17 quarters since.
  • Palo Capital's JPMorgan Chase position peaked at $1.95M in Q3 2015.
  • 2,597 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.