PL Capital Advisors’s JPMorgan Chase JPM Stock Holding History

PL Capital 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
2019 Q4	–	Sell	-20,000	Closed	-$2.35M	–	38
2019 Q3	$2.35M	Hold	20,000	–	–	0.72%	27
2019 Q2	$2.24M	Hold	20,000	–	–	0.66%	30
2019 Q1	$2.02M	Hold	20,000	–	–	0.59%	32
2018 Q4	$1.95M	Buy	+20,000	New	+$2.13M	0.59%	30
2018 Q1	–	Sell	-55,510	Closed	-$5.94M	–	33
2017 Q4	$5.94M	Hold	55,510	–	–	1.57%	19
2017 Q3	$5.3M	Hold	55,510	–	–	1.36%	19
2017 Q2	$5.07M	Hold	55,510	–	–	1.34%	18
2017 Q1	$4.88M	Hold	55,510	–	–	1.26%	22
2016 Q4	$4.79M	Hold	55,510	–	–	1.28%	21
2016 Q3	$3.7M	Hold	55,510	–	–	1.19%	19
2016 Q2	$3.45M	Hold	55,510	–	–	1.17%	18
2016 Q1	$3.29M	Hold	55,510	–	–	1.1%	21
2015 Q4	$3.67M	Hold	55,510	–	–	1.26%	19
2015 Q3	$3.38M	Hold	55,510	–	–	1.23%	22
2015 Q2	$3.76M	Hold	55,510	–	–	1.36%	22
2015 Q1	$3.36M	Hold	55,510	–	–	1.27%	22
2014 Q4	$3.47M	Hold	55,510	–	–	1.32%	23
2014 Q3	$3.34M	Hold	55,510	–	–	1.38%	23
2014 Q2	$3.2M	Hold	55,510	–	–	1.35%	24
2014 Q1	$3.37M	Sell	55,510 -5,300	-9%	-$306K	1.72%	20
2013 Q4	$3.56M	Hold	60,810	–	–	1.73%	18
2013 Q3	$3.14M	Hold	60,810	–	–	1.75%	22
2013 Q2	$3.21M	Buy	+60,810	New	+$3.09M	2%	15

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PL Capital Advisors's JPM Position: Q4 2019 in Review

PL Capital Advisors sold out of JPMorgan Chase (JPM) in Q4 2019, closing a stake of 20,000 shares — an estimated $2.35M sold.

PL Capital Advisors first reported a position in JPM in Q2 2013 and held it in 23 quarters. The position peaked at $5.94M in Q4 2017. 2,891 funds tracked by Wall St. Rank hold JPM as of Q4 2019.

PL Capital Advisors reported no remaining JPMorgan Chase position as of Q4 2019 after selling out during the quarter.
PL Capital Advisors sold 20,000 JPMorgan Chase shares in Q4 2019, an estimated $2.35M.
PL Capital Advisors first reported a position in JPMorgan Chase in Q2 2013 and held it in 23 quarters.
PL Capital Advisors's JPMorgan Chase position peaked at $5.94M in Q4 2017.
2,891 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2019.

Based on PL Capital Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.