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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 3.03% 14
2017
Q2 		$282K Hold
3,080
– – 3.45% 14
2017
Q1 		$271K Sell
3,080
-135
-4% -$11.9K 3.12% 15
2016
Q4 		$280K Hold
3,215
– – 2.97% 12
2016
Q3 		$214K Buy
+3,215
New +$210K 2.23% 21
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

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Reliance Trust's JPM Position: Q1 2019 in Review

Reliance Trust sold out of JPMorgan Chase (JPM) in Q1 2019, closing a stake of 2,722 shares — an estimated $266K sold.

Reliance Trust first reported a position in JPM in Q2 2013 and held it in 17 quarters. The position peaked at $1.07M in Q2 2013. 2,599 funds tracked by Wall St. Rank hold JPM as of Q1 2019.

  • Reliance Trust reported no remaining JPMorgan Chase position as of Q1 2019 after selling out during the quarter.
  • Reliance Trust sold 2,722 JPMorgan Chase shares in Q1 2019, an estimated $266K.
  • Reliance Trust first reported a position in JPMorgan Chase in Q2 2013 and held it in 17 quarters.
  • Reliance Trust's JPMorgan Chase position peaked at $1.07M in Q2 2013.
  • 2,599 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2019.

Based on Reliance Trust's 13F filing for Q1 2019, filed 25 Apr 2019.