River Oaks Capital’s JPMorgan Chase JPM Stock Holding History

River Oaks Capital’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 Q3	–	Sell	-2,000	Closed	-$224K	–	55
2019 Q2	$224K	Hold	2,000	–	–	0.24%	43
2019 Q1	$202K	Sell	2,000 -500	-20%	-$51.5K	0.22%	48
2018 Q4	$244K	Hold	2,500	–	–	0.29%	47
2018 Q3	$282K	Hold	2,500	–	–	0.24%	50
2018 Q2	$261K	Hold	2,500	–	–	0.21%	51
2018 Q1	$275K	Hold	2,500	–	–	0.22%	51
2017 Q4	$267K	Hold	2,500	–	–	0.21%	55
2017 Q3	$239K	Hold	2,500	–	–	0.19%	55
2017 Q2	$229K	Hold	2,500	–	–	0.19%	55
2017 Q1	$220K	Hold	2,500	–	–	0.18%	55
2016 Q4	$216K	Buy	+2,500	New	+$191K	0.18%	56

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

River Oaks Capital's JPM Position: Q3 2019 in Review

River Oaks Capital sold out of JPMorgan Chase (JPM) in Q3 2019, closing a stake of 2,000 shares — an estimated $224K sold.

River Oaks Capital first reported a position in JPM in Q4 2016 and held it in 11 quarters. The position peaked at $282K in Q3 2018. 2,608 funds tracked by Wall St. Rank hold JPM as of Q3 2019.

River Oaks Capital reported no remaining JPMorgan Chase position as of Q3 2019 after selling out during the quarter.
River Oaks Capital sold 2,000 JPMorgan Chase shares in Q3 2019, an estimated $224K.
River Oaks Capital first reported a position in JPMorgan Chase in Q4 2016 and held it in 11 quarters.
River Oaks Capital's JPMorgan Chase position peaked at $282K in Q3 2018.
2,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2019.

Based on River Oaks Capital's 13F filing for Q3 2019, filed 14 Nov 2019.