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Risk Paradigm Group’s JPMorgan Chase JPM Stock Holding History

Risk Paradigm 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
2018
Q4 		$19.5K Hold
200
– – 0.05% 75
2018
Q3 		$22.6K Hold
200
– – 0.04% 79
2018
Q2 		$20.8K Sell
200
-2,680
-93% -$294K 0.04% 85
2018
Q1 		$317K Buy
2,880
+704
+32% +$79.7K 0.4% 71
2017
Q4 		$233K Buy
2,176
+1,440
+196% +$146K 0.25% 93
2017
Q3 		$70.3K Sell
736
-1,435
-66% -$132K 0.09% 127
2017
Q2 		$198K Buy
2,171
+1,449
+201% +$125K 0.23% 94
2017
Q1 		$63.4K Sell
722
-935
-56% -$82.5K 0.07% 127
2016
Q4 		$143K Buy
1,657
+543
+49% +$41.4K 0.16% 105
2016
Q3 		$74.2K Hold
1,114
– – 0.06% 149
2016
Q2 		$69.2K Hold
1,114
– – 0.09% 135
2016
Q1 		$66K Hold
1,114
– – 0.08% 121
2015
Q4 		$73.6K Buy
1,114
+570
+105% +$37.1K 0.09% 114
2015
Q3 		$33.2K Buy
544
+244
+81% +$16K 0.07% 110
2015
Q2 		$20.3K Hold
300
– – 0.02% 162
2015
Q1 		$18.2K Buy
+300
New +$17.8K 0.02% 173

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

Risk Paradigm Group's JPM Position: Q4 2018 in Review

Risk Paradigm Group held its JPMorgan Chase (JPM) position steady in Q4 2018 at 200 shares worth $19.5K. The position accounts for 0.05% of the portfolio, ranked #75.

Risk Paradigm Group first reported a position in JPM in Q1 2015 and has held it in 16 quarters since. The position peaked at $317K in Q1 2018. 2,596 funds tracked by Wall St. Rank hold JPM as of Q4 2018.

  • Risk Paradigm Group held 200 shares of JPMorgan Chase worth $19.5K as of Q4 2018.
  • Risk Paradigm Group left its JPMorgan Chase share count unchanged in Q4 2018.
  • JPMorgan Chase made up 0.05% of Risk Paradigm Group's portfolio in Q4 2018, its #75 holding.
  • Risk Paradigm Group first reported a position in JPMorgan Chase in Q1 2015 and has held it in 16 quarters since.
  • Risk Paradigm Group's JPMorgan Chase position peaked at $317K in Q1 2018.
  • 2,596 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.

Based on Risk Paradigm Group's 13F filing for Q4 2018, filed 14 Feb 2019.