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Reliance Trust’s JPMorgan Chase JPM Stock Holding History

Reliance Trust’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
Q1 		– Sell
-2,722
Closed -$266K – 9
2018
Q4 		$266K Hold
2,722
– – 6.65% 7
2018
Q3 		$307K Sell
2,722
-42
-2% -$4.77K 6.07% 8
2018
Q2 		$288K Sell
2,764
-232
-8% -$25.4K 6.32% 7
2018
Q1 		$329K Buy
2,996
+264
+10% +$29.9K 6.79% 6
2017
Q4 		$292K Sell
2,732
-101
-4% -$10.2K 6.06% 8
2017
Q3 		$271K Sell
2,833
-247
-8% -$22.8K 5.32% 9
2017
Q2 		$282K Hold
3,080
– – 6.4% 9
2017
Q1 		$271K Sell
3,080
-135
-4% -$11.9K 5.22% 10
2016
Q4 		$280K Hold
3,215
– – 4.63% 8
2016
Q3 		$214K Buy
+3,215
New +$210K 3.46% 16
2015
Q1 		– Sell
-13,901
Closed -$870K – 65
2014
Q4 		$870K Sell
13,901
-205
-1% -$12.3K 1.01% 31
2014
Q3 		$850K Buy
14,106
+119
+0.9% +$6.96K 0.98% 33
2014
Q2 		$806K Sell
13,987
-1,188
-8% -$66.8K 0.91% 35
2014
Q1 		$921K Sell
15,175
-62
-0.4% -$3.58K 0.9% 32
2013
Q4 		$891K Sell
15,237
-1,427
-9% -$78.2K 0.85% 35
2013
Q3 		$861K Sell
16,664
-3,642
-18% -$195K 0.84% 35
2013
Q2 		$1.07M Buy
+20,306
New +$1.03M 0.7% 40

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Fidelity Investments
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Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of America
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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