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Rainier Group Investment Advisory’s JPMorgan Chase JPM Stock Holding History

Rainier Group Investment Advisory’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
Q3 		$534K Buy
5,551
+1,075
+24% +$106K 0.21% 29
2020
Q2 		$421K Buy
+4,476
New +$425K 0.18% 28
2020
Q1 		– Sell
-3,803
Closed -$530K – 31
2019
Q4 		$530K Sell
3,803
-273
-7% -$35K 0.22% 19
2019
Q3 		$480K Buy
4,076
+58
+1% +$6.56K 0.22% 21
2019
Q2 		$449K Buy
4,018
+753
+23% +$83K 0.2% 23
2019
Q1 		$331K Buy
3,265
+246
+8% +$25.3K 0.15% 30
2018
Q4 		$295K Buy
3,019
+307
+11% +$32.7K 0.14% 29
2018
Q3 		$306K Buy
2,712
+62
+2% +$7.04K 0.12% 28
2018
Q2 		$276K Sell
2,650
-6,216
-70% -$682K 0.12% 32
2018
Q1 		$975K Sell
8,866
-1,487
-14% -$168K 0.45% 15
2017
Q4 		$1.11M Buy
10,353
+259
+3% +$26.2K 0.55% 9
2017
Q3 		$964K Hold
10,094
– – 0.52% 10
2017
Q2 		$923K Hold
10,094
– – 0.52% 10
2017
Q1 		$887K Buy
10,094
+305
+3% +$26.9K 0.42% 13
2016
Q4 		$845K Buy
+9,789
New +$746K 0.39% 14

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rainier Group Investment Advisory's JPM Position: Q3 2020 in Review

Rainier Group Investment Advisory increased its JPMorgan Chase (JPM) stake by 24% in Q3 2020, buying an estimated $106K and bringing the position to 5,551 shares worth $534K. The position accounts for 0.21% of the portfolio, ranked #29.

Rainier Group Investment Advisory first reported a position in JPM in Q4 2016 and has held it in 15 quarters since. The position peaked at $1.11M in Q4 2017. 2,826 funds tracked by Wall St. Rank hold JPM as of Q3 2020.

  • Rainier Group Investment Advisory held 5,551 shares of JPMorgan Chase worth $534K as of Q3 2020.
  • Rainier Group Investment Advisory bought 1,075 JPMorgan Chase shares in Q3 2020, an estimated $106K.
  • JPMorgan Chase made up 0.21% of Rainier Group Investment Advisory's portfolio in Q3 2020, its #29 holding.
  • Rainier Group Investment Advisory first reported a position in JPMorgan Chase in Q4 2016 and has held it in 15 quarters since.
  • Rainier Group Investment Advisory's JPMorgan Chase position peaked at $1.11M in Q4 2017.
  • 2,826 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2020.

Based on Rainier Group Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.