PIA
JPM icon

Piedmont Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Piedmont 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
2020
Q2 		– Sell
-147,115
Closed -$13.2M – 363
2020
Q1 		$13.2M Buy
147,115
+45,093
+44% +$5.48M 0.52% 39
2019
Q4 		$14.2M Buy
102,022
+9,432
+10% +$1.21M 0.49% 41
2019
Q3 		$10.9M Buy
92,590
+44,541
+93% +$5.04M 0.42% 54
2019
Q2 		$5.37M Sell
48,049
-5,156
-10% -$568K 0.22% 114
2019
Q1 		$5.39M Buy
53,205
+3,106
+6% +$320K 0.22% 116
2018
Q4 		$4.89M Buy
50,099
+14,510
+41% +$1.55M 0.23% 107
2018
Q3 		$4.02M Sell
35,589
-112,517
-76% -$12.8M 0.17% 129
2018
Q2 		$15.4M Sell
148,106
-379,925
-72% -$41.7M 0.74% 18
2018
Q1 		$58.1M Sell
528,031
-223,835
-30% -$25.3M 1.55% 7
2017
Q4 		$80.4M Sell
751,866
-11,643
-2% -$1.18M 1.62% 9
2017
Q3 		$72.9M Buy
763,509
+6,926
+0.9% +$639K 1.55% 9
2017
Q2 		$69.2M Sell
756,583
-16,498
-2% -$1.42M 1.54% 9
2017
Q1 		$67.9M Buy
773,081
+6,680
+0.9% +$589K 1.4% 11
2016
Q4 		$66.1M Buy
766,401
+16,313
+2% +$1.24M 1.36% 11
2016
Q3 		$49.9M Sell
750,088
-77,521
-9% -$5.05M 1.08% 19
2016
Q2 		$51.4M Sell
827,609
-4,622
-0.6% -$289K 1.06% 23
2016
Q1 		$49.3M Buy
832,231
+12,788
+2% +$747K 1.04% 23
2015
Q4 		$54.1M Buy
819,443
+7,248
+0.9% +$472K 1.14% 20
2015
Q3 		$49.5M Buy
812,195
+6,501
+0.8% +$426K 1.12% 21
2015
Q2 		$54.6M Buy
805,694
+804,215
+54,376% +$52.5M 1.15% 19
2015
Q1 		$89.6K Hold
1,479
– – 0.01% 157
2014
Q4 		$92.6K Sell
1,479
-89,531
-98% -$5.39M 0.01% 154
2014
Q3 		$5.48M Sell
91,010
-15,189
-14% -$888K 0.28% 55
2014
Q2 		$6.12M Sell
106,199
-257
-0.2% -$14.4K 0.32% 51
2014
Q1 		$6.46M Sell
106,456
-2,917
-3% -$169K 0.35% 49
2013
Q4 		$6.4M Sell
109,373
-14,088
-11% -$772K 0.34% 48
2013
Q3 		$6.38M Sell
123,461
-9,989
-7% -$536K 0.33% 46
2013
Q2 		$7.04M Buy
+133,450
New +$6.78M 0.32% 43

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Piedmont Investment Advisors's JPM Position: Q2 2020 in Review

Piedmont Investment Advisors sold out of JPMorgan Chase (JPM) in Q2 2020, closing a stake of 147,115 shares — an estimated $13.2M sold.

Piedmont Investment Advisors first reported a position in JPM in Q2 2013 and held it in 28 quarters. The position peaked at $80.4M in Q4 2017. 2,847 funds tracked by Wall St. Rank hold JPM as of Q2 2020.

  • Piedmont Investment Advisors reported no remaining JPMorgan Chase position as of Q2 2020 after selling out during the quarter.
  • Piedmont Investment Advisors sold 147,115 JPMorgan Chase shares in Q2 2020, an estimated $13.2M.
  • Piedmont Investment Advisors first reported a position in JPMorgan Chase in Q2 2013 and held it in 28 quarters.
  • Piedmont Investment Advisors's JPMorgan Chase position peaked at $80.4M in Q4 2017.
  • 2,847 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2020.

Based on Piedmont Investment Advisors's 13F filing for Q2 2020.