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Rikoon Group’s JPMorgan Chase JPM Stock Holding History

Rikoon Group’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
2021
Q1 		$1.42M Buy
9,313
+212
+2% +$30.5K 0.38% 60
2020
Q4 		$1.16M Sell
9,101
-697
-7% -$77.9K 0.32% 69
2020
Q3 		$943K Sell
9,798
-305
-3% -$30K 0.29% 78
2020
Q2 		$950K Sell
10,103
-11
-0.1% -$1.04K 0.32% 74
2020
Q1 		$911K Sell
10,114
-271
-3% -$32.9K 0.38% 70
2019
Q4 		$1.45M Sell
10,385
-70
-0.7% -$8.98K 0.5% 47
2019
Q3 		$1.23M Buy
10,455
+5
+0% +$566 0.46% 55
2019
Q2 		$1.17M Sell
10,450
-295
-3% -$32.5K 0.43% 60
2019
Q1 		$1.09M Buy
10,745
+5,279
+97% +$544K 0.4% 69
2018
Q4 		$534K Sell
5,466
-125
-2% -$13.3K 0.22% 105
2018
Q3 		$630K Buy
5,591
+3
+0.1% +$341 0.22% 105
2018
Q2 		$582K Buy
5,588
+467
+9% +$51.2K 0.22% 104
2018
Q1 		$552K Buy
5,121
+1,089
+27% +$123K 0.22% 106
2017
Q4 		$431K Sell
4,032
-1,329
-25% -$135K 0.18% 117
2017
Q3 		$512K Buy
5,361
+1,280
+31% +$118K 0.22% 107
2017
Q2 		$373K Sell
4,081
-141
-3% -$12.2K 0.17% 121
2017
Q1 		$369K Buy
4,222
+436
+12% +$38.5K 0.16% 124
2016
Q4 		$329K Buy
3,786
+599
+19% +$45.7K 0.14% 134
2016
Q3 		$212K Buy
+3,187
New +$208K 0.17% 127

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Rikoon Group's JPM Position: Q1 2021 in Review

Rikoon Group increased its JPMorgan Chase (JPM) stake by 2.3% in Q1 2021, buying an estimated $30.5K and bringing the position to 9,313 shares worth $1.42M. The position accounts for 0.38% of the portfolio, ranked #60.

Rikoon Group first reported a position in JPM in Q3 2016 and has held it in 19 quarters since. The position peaked at $1.45M in Q4 2019. 3,214 funds tracked by Wall St. Rank hold JPM as of Q1 2021.

  • Rikoon Group held 9,313 shares of JPMorgan Chase worth $1.42M as of Q1 2021.
  • Rikoon Group bought 212 JPMorgan Chase shares in Q1 2021, an estimated $30.5K.
  • JPMorgan Chase made up 0.38% of Rikoon Group's portfolio in Q1 2021, its #60 holding.
  • Rikoon Group first reported a position in JPMorgan Chase in Q3 2016 and has held it in 19 quarters since.
  • Rikoon Group's JPMorgan Chase position peaked at $1.45M in Q4 2019.
  • 3,214 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.