PGA
JPM icon

Premia Global Advisors’s JPMorgan Chase JPM Stock Holding History

Premia Global 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
Q2 		– Sell
-5,726
Closed -$579K – 224
2019
Q1 		$579K Buy
+5,726
New +$590K 0.59% 24
2018
Q2 		– Sell
-5,928
Closed -$650K – 285
2018
Q1 		$650K Hold
5,928
– – 0.56% 20
2017
Q4 		$632K Buy
+5,928
New +$600K 0.61% 25

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Premia Global Advisors's JPM Position: Q2 2019 in Review

Premia Global Advisors sold out of JPMorgan Chase (JPM) in Q2 2019, closing a stake of 5,726 shares — an estimated $579K sold.

Premia Global Advisors first reported a position in JPM in Q4 2017 and held it in 3 quarters. The position peaked at $650K in Q1 2018. 2,635 funds tracked by Wall St. Rank hold JPM as of Q2 2019.

  • Premia Global Advisors reported no remaining JPMorgan Chase position as of Q2 2019 after selling out during the quarter.
  • Premia Global Advisors sold 5,726 JPMorgan Chase shares in Q2 2019, an estimated $579K.
  • Premia Global Advisors first reported a position in JPMorgan Chase in Q4 2017 and held it in 3 quarters.
  • Premia Global Advisors's JPMorgan Chase position peaked at $650K in Q1 2018.
  • 2,635 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2019.

Based on Premia Global Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.