Provident Investment Management’s JPMorgan Chase JPM Stock Holding History

Provident Investment 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
2019 Q1	–	Sell	-2,883	Closed	-$281K	–	60
2018 Q4	$281K	Sell	2,883 -3,101	-52%	-$330K	0.05%	49
2018 Q3	$675K	Sell	5,984 -3,938	-40%	-$447K	0.1%	43
2018 Q2	$1.03M	Buy	9,922 +4,061	+69%	+$445K	0.15%	39
2018 Q1	$645K	Hold	5,861	–	–	0.1%	43
2017 Q4	$627K	Hold	5,861	–	–	0.1%	43
2017 Q3	$560K	Hold	5,861	–	–	0.09%	39
2017 Q2	$536K	Hold	5,861	–	–	0.1%	39
2017 Q1	$515K	Hold	5,861	–	–	0.1%	39
2016 Q4	$506K	Hold	5,861	–	–	0.1%	37
2016 Q3	$390K	Hold	5,861	–	–	0.08%	42
2016 Q2	$364K	Hold	5,861	–	–	0.08%	44
2016 Q1	$347K	Hold	5,861	–	–	0.07%	47
2015 Q4	$387K	Hold	5,861	–	–	0.08%	44
2015 Q3	$357K	Hold	5,861	–	–	0.07%	43
2015 Q2	$397K	Sell	5,861 -1,132	-16%	-$73.9K	0.08%	43
2015 Q1	$424K	Hold	6,993	–	–	0.09%	40
2014 Q4	$438K	Sell	6,993 -147	-2%	-$8.85K	0.1%	40
2014 Q3	$430K	Sell	7,140 -150	-2%	-$8.77K	0.1%	40
2014 Q2	$420K	Buy	7,290 +150	+2%	+$8.43K	0.1%	39
2014 Q1	$433K	Hold	7,140	–	–	0.11%	39
2013 Q4	$418K	Buy	7,140 +47	+0.7%	+$2.58K	0.11%	41
2013 Q3	$367K	Buy	7,093 +100	+1%	+$5.36K	0.1%	39
2013 Q2	$369K	Buy	+6,993	New	+$356K	0.11%	39

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Provident Investment Management's JPM Position: Q1 2019 in Review

Provident Investment Management sold out of JPMorgan Chase (JPM) in Q1 2019, closing a stake of 2,883 shares — an estimated $281K sold.

Provident Investment Management first reported a position in JPM in Q2 2013 and held it in 23 quarters. The position peaked at $1.03M in Q2 2018. 2,599 funds tracked by Wall St. Rank hold JPM as of Q1 2019.

Provident Investment Management reported no remaining JPMorgan Chase position as of Q1 2019 after selling out during the quarter.
Provident Investment Management sold 2,883 JPMorgan Chase shares in Q1 2019, an estimated $281K.
Provident Investment Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 23 quarters.
Provident Investment Management's JPMorgan Chase position peaked at $1.03M in Q2 2018.
2,599 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2019.

Based on Provident Investment Management's 13F filing for Q1 2019, filed 13 May 2019.