PCM
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Peak Capital Management’s JPMorgan Chase JPM Stock Holding History

Peak Capital 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
Q3 		– Sell
-288
Closed -$30K – 115
2018
Q2 		$30K Buy
+288
New +$31.6K 0.02% 100
2017
Q3 		– Sell
-3,619
Closed -$331K – 78
2017
Q2 		$331K Buy
+3,619
New +$312K 0.19% 90

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Peak Capital Management's JPM Position: Q3 2018 in Review

Peak Capital Management sold out of JPMorgan Chase (JPM) in Q3 2018, closing a stake of 288 shares — an estimated $30K sold.

Peak Capital Management first reported a position in JPM in Q2 2017 and held it in 2 quarters. The position peaked at $331K in Q2 2017. 2,450 funds tracked by Wall St. Rank hold JPM as of Q3 2018.

  • Peak Capital Management reported no remaining JPMorgan Chase position as of Q3 2018 after selling out during the quarter.
  • Peak Capital Management sold 288 JPMorgan Chase shares in Q3 2018, an estimated $30K.
  • Peak Capital Management first reported a position in JPMorgan Chase in Q2 2017 and held it in 2 quarters.
  • Peak Capital Management's JPMorgan Chase position peaked at $331K in Q2 2017.
  • 2,450 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2018.

Based on Peak Capital Management's 13F filing for Q3 2018, filed 20 Nov 2018.