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Patriot Wealth Management’s JPMorgan Chase JPM Stock Holding History

Patriot Wealth Management’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 		$10.9M Sell
112,071
-2,708
-2% -$289K 1.6% 17
2018
Q3 		$13M Buy
114,779
+2,547
+2% +$289K 1.63% 14
2018
Q2 		$11.7M Buy
112,232
+2,590
+2% +$284K 1.61% 17
2018
Q1 		$12.1M Buy
109,642
+2,509
+2% +$284K 1.72% 11
2017
Q4 		$11.5M Buy
107,133
+1,531
+1% +$155K 1.62% 17
2017
Q3 		$10.1M Sell
105,602
-41,260
-28% -$3.8M 1.63% 15
2017
Q2 		$13.4M Buy
146,862
+27,318
+23% +$2.36M 2.25% 6
2017
Q1 		$10.5M Sell
119,544
-35,186
-23% -$3.1M 1.68% 13
2016
Q4 		$13.4M Sell
154,730
-2,422
-2% -$185K 2.52% 6
2016
Q3 		$10.5M Buy
157,152
+20,539
+15% +$1.34M 2.02% 12
2016
Q2 		$8.49M Buy
136,613
+2,884
+2% +$180K 1.68% 14
2016
Q1 		$7.92M Buy
133,729
+2,026
+2% +$118K 1.6% 15
2015
Q4 		$8.7M Buy
131,703
+670
+0.5% +$43.6K 1.8% 16
2015
Q3 		$7.99M Buy
131,033
+3,769
+3% +$247K 1.85% 12
2015
Q2 		$8.62M Buy
127,264
+1,380
+1% +$90.1K 1.92% 12
2015
Q1 		$7.63M Buy
125,884
+3,886
+3% +$230K 1.7% 18
2014
Q4 		$7.63M Buy
121,998
+2,804
+2% +$169K 1.79% 19
2014
Q3 		$7.18M Buy
119,194
+3,051
+3% +$178K 1.77% 18
2014
Q2 		$6.69M Buy
116,143
+1,268
+1% +$71.3K 1.69% 17
2014
Q1 		$6.97M Buy
114,875
+3,123
+3% +$180K 1.86% 14
2013
Q4 		$6.54M Sell
111,752
-809
-0.7% -$44.3K 1.8% 16
2013
Q3 		$5.82M Buy
+112,561
New +$6.04M 1.72% 19
2013
Q2 		– Hold
0
– – – 16

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Patriot Wealth Management's JPM Position: Q4 2018 in Review

Patriot Wealth Management reduced its JPMorgan Chase (JPM) stake by 2.4% in Q4 2018, selling an estimated $289K and leaving 112,071 shares worth $10.9M. The position accounts for 1.6% of the portfolio, ranked #17.

Patriot Wealth Management first reported a position in JPM in Q3 2013 and has held it in 22 quarters since. The position peaked at $13.4M in Q2 2017. 2,597 funds tracked by Wall St. Rank hold JPM as of Q4 2018.

  • Patriot Wealth Management held 112,071 shares of JPMorgan Chase worth $10.9M as of Q4 2018.
  • Patriot Wealth Management sold 2,708 JPMorgan Chase shares in Q4 2018, an estimated $289K.
  • JPMorgan Chase made up 1.6% of Patriot Wealth Management's portfolio in Q4 2018, its #17 holding.
  • Patriot Wealth Management first reported a position in JPMorgan Chase in Q3 2013 and has held it in 22 quarters since.
  • Patriot Wealth Management's JPMorgan Chase position peaked at $13.4M in Q2 2017.
  • 2,597 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.