PCJ Investment Counsel’s JPMorgan Chase JPM Stock Holding History

PCJ Investment Counsel’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 Q1	–	Sell	-10,000	Closed	-$1.39M	–	63
2019 Q4	$1.39M	Buy	+10,000	New	+$1.28M	0.63%	43
2019 Q1	–	Sell	-3,473	Closed	-$339K	–	69
2018 Q4	$339K	Sell	3,473 -35,967	-91%	-$3.83M	0.03%	57
2018 Q3	$4.45M	Buy	39,440 +14,440	+58%	+$1.64M	0.36%	37
2018 Q2	$2.6M	Sell	25,000 -5,000	-17%	-$548K	0.17%	40
2018 Q1	$3.3M	Buy	30,000 +6,870	+30%	+$778K	0.23%	35
2017 Q4	$2.47M	Sell	23,130 -1,870	-7%	-$189K	0.16%	38
2017 Q3	$2.39M	Sell	25,000 -9,730	-28%	-$897K	0.15%	39
2017 Q2	$3.17M	Buy	34,730 +20	+0.1%	+$1.73K	0.2%	37
2017 Q1	$3.05M	Buy	34,710 +24,710	+247%	+$2.18M	0.17%	37
2016 Q4	$863K	Buy	+10,000	New	+$763K	0.05%	58

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

PCJ Investment Counsel's JPM Position: Q1 2020 in Review

PCJ Investment Counsel sold out of JPMorgan Chase (JPM) in Q1 2020, closing a stake of 10,000 shares — an estimated $1.39M sold.

PCJ Investment Counsel first reported a position in JPM in Q4 2016 and held it in 10 quarters. The position peaked at $4.45M in Q3 2018. 2,783 funds tracked by Wall St. Rank hold JPM as of Q1 2020.

PCJ Investment Counsel reported no remaining JPMorgan Chase position as of Q1 2020 after selling out during the quarter.
PCJ Investment Counsel sold 10,000 JPMorgan Chase shares in Q1 2020, an estimated $1.39M.
PCJ Investment Counsel first reported a position in JPMorgan Chase in Q4 2016 and held it in 10 quarters.
PCJ Investment Counsel's JPMorgan Chase position peaked at $4.45M in Q3 2018.
2,783 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2020.

Based on PCJ Investment Counsel's 13F filing for Q1 2020, filed 13 May 2020.