Quantres Asset Management’s JPMorgan Chase JPM Stock Holding History

Quantres Asset 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
2018 Q4	–	Sell	-25,900	Closed	-$2.92M	–	238
2018 Q3	$2.92M	Buy	25,900 +23,100	+825%	+$2.62M	1.74%	6
2018 Q2	$292K	Sell	2,800 -12,000	-81%	-$1.32M	0.17%	150
2018 Q1	$1.63M	Buy	14,800 +10,800	+270%	+$1.22M	0.99%	23
2017 Q4	$428K	Buy	+4,000	New	+$405K	0.27%	127
2017 Q2	–	Sell	-22,300	Closed	-$1.96M	–	224
2017 Q1	$1.96M	Buy	+22,300	New	+$1.97M	1.26%	21
2016 Q2	–	Sell	-27,600	Closed	-$1.63M	–	199
2016 Q1	$1.63M	Buy	+27,600	New	+$1.61M	1.57%	19
2014 Q2	–	Sell	-5,100	Closed	-$310K	–	200
2014 Q1	$310K	Buy	+5,100	New	+$295K	0.36%	125

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

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

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

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

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

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

Quantres Asset Management's JPM Position: Q4 2018 in Review

Quantres Asset Management sold out of JPMorgan Chase (JPM) in Q4 2018, closing a stake of 25,900 shares — an estimated $2.92M sold.

Quantres Asset Management first reported a position in JPM in Q1 2014 and held it in 7 quarters. The position peaked at $2.92M in Q3 2018. 2,597 funds tracked by Wall St. Rank hold JPM as of Q4 2018.

Quantres Asset Management reported no remaining JPMorgan Chase position as of Q4 2018 after selling out during the quarter.
Quantres Asset Management sold 25,900 JPMorgan Chase shares in Q4 2018, an estimated $2.92M.
Quantres Asset Management first reported a position in JPMorgan Chase in Q1 2014 and held it in 7 quarters.
Quantres Asset Management's JPMorgan Chase position peaked at $2.92M in Q3 2018.
2,597 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.

Based on Quantres Asset Management's 13F filing for Q4 2018, filed 15 Jan 2019.