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PHH Investments’s JPMorgan Chase JPM Stock Holding History

PHH Investments’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
Q4 		$2.34M Sell
16,816
-479
-3% -$61.4K 0.62% 20
2019
Q3 		$2.04M Sell
17,295
-174
-1% -$19.7K 0.57% 22
2019
Q2 		$1.95M Sell
17,469
-1,050
-6% -$116K 0.56% 24
2019
Q1 		$1.88M Sell
18,519
-93
-0.5% -$9.58K 0.55% 26
2018
Q4 		$1.82M Sell
18,612
-1,034
-5% -$110K 0.59% 21
2018
Q3 		$2.22M Sell
19,646
-430
-2% -$48.8K 0.64% 19
2018
Q2 		$2.09M Buy
20,076
+178
+0.9% +$19.5K 0.64% 14
2018
Q1 		$2.19M Sell
19,898
-724
-4% -$82K 0.68% 14
2017
Q4 		$2.21M Sell
20,622
-60
-0.3% -$6.08K 0.67% 16
2017
Q3 		$1.98M Sell
20,682
-1,864
-8% -$172K 0.66% 16
2017
Q2 		$2.06M Sell
22,546
-711
-3% -$61.3K 0.71% 14
2017
Q1 		$2.04M Sell
23,257
-3,253
-12% -$287K 0.75% 11
2016
Q4 		$2.3M Buy
+26,510
New +$2.02M 0.93% 13

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PHH Investments's JPM Position: Q4 2019 in Review

PHH Investments reduced its JPMorgan Chase (JPM) stake by 2.8% in Q4 2019, selling an estimated $61.4K and leaving 16,816 shares worth $2.34M. The position accounts for 0.62% of the portfolio, ranked #20.

PHH Investments first reported a position in JPM in Q4 2016 and has held it in 13 quarters since. 2,892 funds tracked by Wall St. Rank hold JPM as of Q4 2019.

  • PHH Investments held 16,816 shares of JPMorgan Chase worth $2.34M as of Q4 2019.
  • PHH Investments sold 479 JPMorgan Chase shares in Q4 2019, an estimated $61.4K.
  • JPMorgan Chase made up 0.62% of PHH Investments's portfolio in Q4 2019, its #20 holding.
  • PHH Investments first reported a position in JPMorgan Chase in Q4 2016 and has held it in 13 quarters since.
  • 2,892 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2019.

Based on PHH Investments's 13F filing for Q4 2019, filed 13 Feb 2020.