Partnervest Advisory Services’s JPMorgan Chase JPM Stock Holding History

Partnervest Advisory Services’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 Q3	$2.87M	Buy	29,800 +3,384	+13%	+$332K	0.91%	15
2020 Q2	$2.48M	Buy	26,416 +1,291	+5%	+$122K	0.94%	14
2020 Q1	$2.26M	Buy	25,125 +199	+0.8%	+$24.2K	1.02%	13
2019 Q4	$3.48M	Buy	24,926 +2,957	+13%	+$379K	1.27%	10
2019 Q3	$2.59M	Buy	21,969 +4,785	+28%	+$541K	0.93%	16
2019 Q2	$1.92M	Buy	17,184 +855	+5%	+$94.3K	0.76%	21
2019 Q1	$1.65M	Sell	16,329 -4,391	-21%	-$452K	0.69%	23
2018 Q4	$2.02M	Sell	20,720 -5,719	-22%	-$609K	0.98%	15
2018 Q3	$2.98M	Buy	26,439 +1,285	+5%	+$146K	1.18%	15
2018 Q2	$2.62M	Buy	25,154 +1,320	+6%	+$145K	1.21%	12
2018 Q1	$2.62M	Buy	23,834 +528	+2%	+$59.8K	1.25%	12
2017 Q4	$2.49M	Buy	23,306 +1,230	+6%	+$125K	1.21%	13
2017 Q3	$2.11M	Buy	22,076 +76	+0.3%	+$7.01K	1.03%	18
2017 Q2	$2.01M	Buy	22,000 +411	+2%	+$35.5K	0.91%	21
2017 Q1	$1.9M	Buy	21,589 +417	+2%	+$36.8K	0.86%	21
2016 Q4	$1.83M	Sell	21,172 -254	-1%	-$19.4K	0.85%	20
2016 Q3	$1.43M	Buy	21,426 +1,049	+5%	+$68.4K	0.67%	27
2016 Q2	$1.27M	Buy	20,377 +1,247	+7%	+$77.9K	0.63%	27
2016 Q1	$1.13M	Buy	19,130 +958	+5%	+$55.9K	0.59%	28
2015 Q4	$1.2M	Sell	18,172 -270	-1%	-$17.6K	0.67%	27
2015 Q3	$1.12M	Sell	18,442 -1,668	-8%	-$109K	0.64%	23
2015 Q2	$1.36M	Buy	20,110 +538	+3%	+$35.1K	0.68%	22
2015 Q1	$1.19M	Buy	19,572 +771	+4%	+$45.7K	0.61%	24
2014 Q4	$1.18M	Buy	18,801 +9,533	+103%	+$574K	0.57%	32
2014 Q3	$558K	Buy	9,268 +373	+4%	+$21.8K	0.29%	63
2014 Q2	$513K	Buy	8,895 +310	+4%	+$17.4K	0.23%	66
2014 Q1	$521K	Sell	8,585 -144	-2%	-$8.32K	0.23%	61
2013 Q4	$510K	Sell	8,729 -178	-2%	-$9.75K	0.24%	68
2013 Q3	$460K	Buy	8,907 +1,441	+19%	+$77.3K	0.23%	61
2013 Q2	$394K	Buy	+7,466	New	+$380K	0.18%	57

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

Partnervest Advisory Services's JPM Position: Q3 2020 in Review

Partnervest Advisory Services increased its JPMorgan Chase (JPM) stake by 13% in Q3 2020, buying an estimated $332K and bringing the position to 29,800 shares worth $2.87M. The position accounts for 0.91% of the portfolio, ranked #15.

Partnervest Advisory Services first reported a position in JPM in Q2 2013 and has held it in 30 quarters since. The position peaked at $3.48M in Q4 2019. 2,826 funds tracked by Wall St. Rank hold JPM as of Q3 2020.

Partnervest Advisory Services held 29,800 shares of JPMorgan Chase worth $2.87M as of Q3 2020.
Partnervest Advisory Services bought 3,384 JPMorgan Chase shares in Q3 2020, an estimated $332K.
JPMorgan Chase made up 0.91% of Partnervest Advisory Services's portfolio in Q3 2020, its #15 holding.
Partnervest Advisory Services first reported a position in JPMorgan Chase in Q2 2013 and has held it in 30 quarters since.
Partnervest Advisory Services's JPMorgan Chase position peaked at $3.48M in Q4 2019.
2,826 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.