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Reinhart Partners’s JPMorgan Chase JPM Stock Holding History

Reinhart Partners’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
-2,280
Closed -$257K – 84
2018
Q3 		$257K Sell
2,280
-3,670
-62% -$417K 0.02% 77
2018
Q2 		$620K Sell
5,950
-1,180
-17% -$129K 0.06% 76
2018
Q1 		$784K Sell
7,130
-75
-1% -$8.49K 0.08% 71
2017
Q4 		$771K Sell
7,205
-30
-0.4% -$3.04K 0.08% 78
2017
Q3 		$691K Sell
7,235
-680
-9% -$62.7K 0.07% 72
2017
Q2 		$723K Buy
7,915
+5
+0.1% +$431 0.07% 75
2017
Q1 		$695K Buy
7,910
+1,505
+23% +$133K 0.06% 80
2016
Q4 		$553K Buy
6,405
+170
+3% +$13K 0.05% 81
2016
Q3 		$415K Buy
+6,235
New +$407K 0.04% 79
2015
Q4 		– Sell
-4,580
Closed -$279K – 114
2015
Q3 		$279K Sell
4,580
-372
-8% -$24.4K 0.03% 109
2015
Q2 		$336K Sell
4,952
-100,768
-95% -$6.58M 0.03% 116
2015
Q1 		$6.41M Buy
105,720
+1,418
+1% +$84K 0.47% 58
2014
Q4 		$6.53M Sell
104,302
-34,314
-25% -$2.06M 0.49% 57
2014
Q3 		$8.35M Buy
138,616
+5,306
+4% +$310K 0.61% 53
2014
Q2 		$7.68M Sell
133,310
-23,942
-15% -$1.35M 0.55% 61
2014
Q1 		$9.55M Sell
157,252
-2,345
-1% -$136K 0.72% 51
2013
Q4 		$9.33M Sell
159,597
-86,948
-35% -$4.76M 0.74% 53
2013
Q3 		$12.7M Buy
246,545
+3,100
+1% +$166K 1.08% 42
2013
Q2 		$12.9M Buy
+243,445
New +$12.4M 1.18% 34

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Reinhart Partners's JPM Position: Q4 2018 in Review

Reinhart Partners sold out of JPMorgan Chase (JPM) in Q4 2018, closing a stake of 2,280 shares — an estimated $257K sold.

Reinhart Partners first reported a position in JPM in Q2 2013 and held it in 19 quarters. The position peaked at $12.9M in Q2 2013. 2,596 funds tracked by Wall St. Rank hold JPM as of Q4 2018.

  • Reinhart Partners reported no remaining JPMorgan Chase position as of Q4 2018 after selling out during the quarter.
  • Reinhart Partners sold 2,280 JPMorgan Chase shares in Q4 2018, an estimated $257K.
  • Reinhart Partners first reported a position in JPMorgan Chase in Q2 2013 and held it in 19 quarters.
  • Reinhart Partners's JPMorgan Chase position peaked at $12.9M in Q2 2013.
  • 2,596 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.

Based on Reinhart Partners's 13F filing for Q4 2018, filed 22 Jan 2019.