Pillar Pacific Capital Management’s JPMorgan Chase JPM Stock Holding History

Pillar Pacific 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
2021 Q1	$11.6M	Buy	75,953 +1,806	+2%	+$260K	0.9%	40
2020 Q4	$9.42M	Sell	74,147 -3,331	-4%	-$372K	0.78%	47
2020 Q3	$7.46M	Buy	77,478 +2,170	+3%	+$213K	0.71%	53
2020 Q2	$7.08M	Sell	75,308 -554	-0.7%	-$52.6K	0.75%	49
2020 Q1	$6.83M	Buy	75,862 +178	+0.2%	+$21.6K	0.9%	39
2019 Q4	$10.6M	Buy	75,684 +204	+0.3%	+$26.2K	1.08%	27
2019 Q3	$8.88M	Sell	75,480 -1,801	-2%	-$204K	1%	29
2019 Q2	$8.64M	Buy	77,281 +2,091	+3%	+$231K	0.97%	31
2019 Q1	$7.61M	Sell	75,190 -1,121	-1%	-$115K	0.88%	36
2018 Q4	$7.45M	Sell	76,311 -350	-0.5%	-$37.3K	0.98%	33
2018 Q3	$8.65M	Buy	76,661 +3,085	+4%	+$350K	0.94%	34
2018 Q2	$7.67M	Buy	73,576 +645	+0.9%	+$70.8K	0.88%	39
2018 Q1	$8.02M	Buy	72,931 +2,223	+3%	+$252K	0.96%	34
2017 Q4	$7.56M	Buy	70,708 +991	+1%	+$100K	0.92%	40
2017 Q3	$6.66M	Buy	69,717 +26,380	+61%	+$2.43M	0.86%	43
2017 Q2	$3.96M	Buy	43,337 +3,350	+8%	+$289K	0.54%	83
2017 Q1	$3.51M	Buy	39,987 +425	+1%	+$37.5K	0.5%	90
2016 Q4	$3.41M	Buy	39,562 +50	+0.1%	+$3.81K	0.53%	88
2016 Q3	$2.63M	Sell	39,512 -1,567	-4%	-$102K	0.41%	102
2016 Q2	$2.55M	Buy	41,079 +1,164	+3%	+$72.7K	0.43%	98
2016 Q1	$2.36M	Buy	39,915 +1	+0%	+$58	0.41%	98
2015 Q4	$2.63M	Buy	39,914 +132	+0.3%	+$8.6K	0.47%	87
2015 Q3	$2.43M	Sell	39,782 -409	-1%	-$26.8K	0.45%	89
2015 Q2	$2.72M	Sell	40,191 -8,813	-18%	-$575K	0.47%	96
2015 Q1	$2.97M	Sell	49,004 -1,143	-2%	-$67.7K	0.52%	85
2014 Q4	$3.14M	Sell	50,147 -22,183	-31%	-$1.33M	0.57%	83
2014 Q3	$4.36M	Sell	72,330 -10,893	-13%	-$637K	0.8%	48
2014 Q2	$4.79M	Sell	83,223 -1,756	-2%	-$98.7K	0.9%	33
2014 Q1	$5.16M	Sell	84,979 -2,265	-3%	-$131K	1.05%	21
2013 Q4	$5.1M	Buy	87,244 +2,082	+2%	+$114K	1.02%	22
2013 Q3	$4.4M	Buy	85,162 +3,025	+4%	+$162K	0.97%	24
2013 Q2	$4.33M	Buy	+82,137	New	+$4.18M	1.03%	23

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Pillar Pacific Capital Management's JPM Position: Q1 2021 in Review

Pillar Pacific Capital Management increased its JPMorgan Chase (JPM) stake by 2.4% in Q1 2021, buying an estimated $260K and bringing the position to 75,953 shares worth $11.6M. The position accounts for 0.9% of the portfolio, ranked #40.

Pillar Pacific Capital Management first reported a position in JPM in Q2 2013 and has held it in 32 quarters since. 3,213 funds tracked by Wall St. Rank hold JPM as of Q1 2021.

Pillar Pacific Capital Management held 75,953 shares of JPMorgan Chase worth $11.6M as of Q1 2021.
Pillar Pacific Capital Management bought 1,806 JPMorgan Chase shares in Q1 2021, an estimated $260K.
JPMorgan Chase made up 0.9% of Pillar Pacific Capital Management's portfolio in Q1 2021, its #40 holding.
Pillar Pacific Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 32 quarters since.
3,213 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2021.

Based on Pillar Pacific Capital Management's 13F filing for Q1 2021, filed 4 May 2021.