QI
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Quilter Investors’s JPMorgan Chase JPM Stock Holding History

Quilter Investors’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
Q3 		– Sell
-66,101
Closed -$7.39M – 12
2019
Q2 		$7.39M Sell
66,101
-2,851
-4% -$314K 7.11% 5
2019
Q1 		$6.98M Sell
68,952
-100
-0.1% -$10.3K 4.45% 9
2018
Q4 		$6.74M Buy
+69,052
New +$7.36M 4.55% 10

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Quilter Investors's JPM Position: Q3 2019 in Review

Quilter Investors sold out of JPMorgan Chase (JPM) in Q3 2019, closing a stake of 66,101 shares — an estimated $7.39M sold.

Quilter Investors first reported a position in JPM in Q4 2018 and held it in 3 quarters. The position peaked at $7.39M in Q2 2019. 2,608 funds tracked by Wall St. Rank hold JPM as of Q3 2019.

  • Quilter Investors reported no remaining JPMorgan Chase position as of Q3 2019 after selling out during the quarter.
  • Quilter Investors sold 66,101 JPMorgan Chase shares in Q3 2019, an estimated $7.39M.
  • Quilter Investors first reported a position in JPMorgan Chase in Q4 2018 and held it in 3 quarters.
  • Quilter Investors's JPMorgan Chase position peaked at $7.39M in Q2 2019.
  • 2,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2019.

Based on Quilter Investors's 13F filing for Q3 2019, filed 8 Nov 2019.