RIM
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Rampart Investment Management’s JPMorgan Chase JPM Stock Holding History

Rampart 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
2020
Q3 		– Sell
-23,794
Closed -$2.24M – 468
2020
Q2 		$2.24M Sell
23,794
-653
-3% -$62K 0.38% 77
2020
Q1 		$2.2M Sell
24,447
-27,236
-53% -$3.31M 1.04% 15
2019
Q4 		$7.21M Sell
51,683
-1,124
-2% -$144K 0.88% 10
2019
Q3 		$6.21M Sell
52,807
-7,249
-12% -$820K 0.77% 19
2019
Q2 		$6.71M Buy
60,056
+10,232
+21% +$1.13M 0.79% 14
2019
Q1 		$5.04M Buy
49,824
+17,787
+56% +$1.83M 0.57% 41
2018
Q4 		$3.13M Sell
32,037
-60,109
-65% -$6.4M 0.87% 25
2018
Q3 		$3.85M Buy
92,146
+32,936
+56% +$3.74M 1.69% 7
2018
Q2 		$6.17M Sell
59,210
-56,181
-49% -$6.16M 0.6% 37
2018
Q1 		$12.7M Buy
115,391
+67,614
+142% +$7.66M 1.21% 6
2017
Q4 		$5.11M Buy
47,777
+4,089
+9% +$414K 1.97% 4
2017
Q3 		$4.17M Buy
43,688
+3,319
+8% +$306K 1.41% 9
2017
Q2 		$3.69M Buy
40,369
+30,356
+303% +$2.62M 1.33% 9
2017
Q1 		$880K Buy
10,013
+961
+11% +$84.8K 0.32% 15
2016
Q4 		$782K Sell
9,052
-29
-0.3% -$2.21K 0.28% 49
2016
Q3 		$605K Buy
+9,081
New +$592K 0.23% 79

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

Rampart Investment Management's JPM Position: Q3 2020 in Review

Rampart Investment Management sold out of JPMorgan Chase (JPM) in Q3 2020, closing a stake of 23,794 shares — an estimated $2.24M sold.

Rampart Investment Management first reported a position in JPM in Q3 2016 and held it in 16 quarters. The position peaked at $12.7M in Q1 2018. 2,827 funds tracked by Wall St. Rank hold JPM as of Q3 2020.

  • Rampart Investment Management reported no remaining JPMorgan Chase position as of Q3 2020 after selling out during the quarter.
  • Rampart Investment Management sold 23,794 JPMorgan Chase shares in Q3 2020, an estimated $2.24M.
  • Rampart Investment Management first reported a position in JPMorgan Chase in Q3 2016 and held it in 16 quarters.
  • Rampart Investment Management's JPMorgan Chase position peaked at $12.7M in Q1 2018.
  • 2,827 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2020.

Based on Rampart Investment Management's 13F filing for Q3 2020, filed 13 Nov 2020.