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
2019 Q1	–	Sell	-10,000,000	Closed	-$1K	–	263
2018 Q4	$1K	Buy	+10,000,000	New	+$1.07B	﹤0.01%	210

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.