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Private Vista’s JPMorgan Chase JPM Stock Holding History

Private Vista’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 		$441K Sell
4,696
-4,910
-51% -$466K 0.21% 69
2020
Q1 		$863K Buy
9,606
+316
+3% +$38.4K 0.33% 52
2019
Q4 		$1.29M Sell
9,290
-2
-0% -$257 0.35% 36
2019
Q3 		$1.09M Sell
9,292
-47
-0.5% -$5.32K 0.29% 40
2019
Q2 		$1.04M Buy
9,339
+165
+2% +$18.2K 0.26% 53
2019
Q1 		$932K Sell
9,174
-634
-6% -$65.3K 0.23% 62
2018
Q4 		$957K Buy
9,808
+112
+1% +$11.9K 0.22% 51
2018
Q3 		$1.09M Buy
9,696
+181
+2% +$20.5K 0.22% 54
2018
Q2 		$992K Sell
9,515
-57
-0.6% -$6.25K 0.23% 56
2018
Q1 		$1.05M Buy
9,572
+5,633
+143% +$638K 0.31% 41
2017
Q4 		$421K Buy
3,939
+6
+0.2% +$608 0.13% 51
2017
Q3 		$376K Buy
3,933
+33
+0.8% +$3.04K 0.08% 81
2017
Q2 		$355K Buy
+3,900
New +$337K 0.09% 62
2016
Q1 		– Sell
-3,999
Closed -$222K – 49
2015
Q4 		$222K Buy
+3,999
New +$260K 0.1% 39

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

Private Vista's JPM Position: Q2 2020 in Review

Private Vista reduced its JPMorgan Chase (JPM) stake by 51% in Q2 2020, selling an estimated $466K and leaving 4,696 shares worth $441K. The position accounts for 0.21% of the portfolio, ranked #69.

Private Vista first reported a position in JPM in Q4 2015 and has held it in 14 quarters since. The position peaked at $1.29M in Q4 2019. 2,847 funds tracked by Wall St. Rank hold JPM as of Q2 2020.

  • Private Vista held 4,696 shares of JPMorgan Chase worth $441K as of Q2 2020.
  • Private Vista sold 4,910 JPMorgan Chase shares in Q2 2020, an estimated $466K.
  • JPMorgan Chase made up 0.21% of Private Vista's portfolio in Q2 2020, its #69 holding.
  • Private Vista first reported a position in JPMorgan Chase in Q4 2015 and has held it in 14 quarters since.
  • Private Vista's JPMorgan Chase position peaked at $1.29M in Q4 2019.
  • 2,847 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.