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Peachtree Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Peachtree Investment Advisors’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 		$2.55M Buy
26,141
+5,183
+25% +$552K 1.97% 15
2018
Q3 		$2.37M Buy
20,958
+50
+0.2% +$5.68K 1.61% 20
2018
Q2 		$2.18M Buy
20,908
+1,375
+7% +$151K 1.58% 20
2018
Q1 		$2.15M Sell
19,533
-615
-3% -$69.6K 1.61% 19
2017
Q4 		$2.15M Buy
20,148
+400
+2% +$40.5K 1.65% 19
2017
Q3 		$1.89M Buy
19,748
+325
+2% +$30K 1.62% 19
2017
Q2 		$1.77M Buy
19,423
+175
+0.9% +$15.1K 1.52% 19
2017
Q1 		$1.69M Sell
19,248
-727
-4% -$64.1K 1.55% 21
2016
Q4 		$1.72M Sell
19,975
-350
-2% -$26.7K 1.69% 22
2016
Q3 		$1.35M Buy
20,325
+100
+0.5% +$6.52K 1.33% 28
2016
Q2 		$1.26M Sell
20,225
-400
-2% -$25K 1.28% 30
2016
Q1 		$1.22M Buy
20,625
+990
+5% +$57.8K 1.22% 30
2015
Q4 		$1.3M Buy
19,635
+2,360
+14% +$154K 1.36% 26
2015
Q3 		$1.05M Buy
17,275
+1,275
+8% +$83.5K 1.09% 29
2015
Q2 		$1.08M Buy
16,000
+3,059
+24% +$200K 0.81% 35
2015
Q1 		$784K Buy
12,941
+5,850
+82% +$346K 0.56% 51
2014
Q4 		$444K Buy
7,091
+1,563
+28% +$94.1K 0.3% 92
2014
Q3 		$333K Buy
5,528
+335
+6% +$19.6K 0.22% 107
2014
Q2 		$299K Sell
5,193
-550
-10% -$30.9K 0.2% 111
2014
Q1 		$349K Buy
5,743
+925
+19% +$53.5K 0.24% 99
2013
Q4 		$282K Buy
+4,818
New +$264K 0.19% 107

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

Peachtree Investment Advisors's JPM Position: Q4 2018 in Review

Peachtree Investment Advisors increased its JPMorgan Chase (JPM) stake by 25% in Q4 2018, buying an estimated $552K and bringing the position to 26,141 shares worth $2.55M. The position accounts for 1.97% of the portfolio, ranked #15.

Peachtree Investment Advisors first reported a position in JPM in Q4 2013 and has held it in 21 quarters since. 2,596 funds tracked by Wall St. Rank hold JPM as of Q4 2018.

  • Peachtree Investment Advisors held 26,141 shares of JPMorgan Chase worth $2.55M as of Q4 2018.
  • Peachtree Investment Advisors bought 5,183 JPMorgan Chase shares in Q4 2018, an estimated $552K.
  • JPMorgan Chase made up 1.97% of Peachtree Investment Advisors's portfolio in Q4 2018, its #15 holding.
  • Peachtree Investment Advisors first reported a position in JPMorgan Chase in Q4 2013 and has held it in 21 quarters since.
  • 2,596 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.