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River Road Asset Management’s JPMorgan Chase JPM Stock Holding History

River Road Asset Management’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
Q4 		– Sell
-324,196
Closed -$38.2M – 162
2019
Q3 		$38.2M Buy
324,196
+12,099
+4% +$1.37M 0.72% 55
2019
Q2 		$34.9M Buy
312,097
+305,787
+4,846% +$33.7M 0.68% 59
2019
Q1 		$639K Buy
+6,310
New +$650K 0.01% 143

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

River Road Asset Management's JPM Position: Q4 2019 in Review

River Road Asset Management sold out of JPMorgan Chase (JPM) in Q4 2019, closing a stake of 324,196 shares — an estimated $38.2M sold.

River Road Asset Management first reported a position in JPM in Q1 2019 and held it in 3 quarters. The position peaked at $38.2M in Q3 2019. 2,892 funds tracked by Wall St. Rank hold JPM as of Q4 2019.

  • River Road Asset Management reported no remaining JPMorgan Chase position as of Q4 2019 after selling out during the quarter.
  • River Road Asset Management sold 324,196 JPMorgan Chase shares in Q4 2019, an estimated $38.2M.
  • River Road Asset Management first reported a position in JPMorgan Chase in Q1 2019 and held it in 3 quarters.
  • River Road Asset Management's JPMorgan Chase position peaked at $38.2M in Q3 2019.
  • 2,892 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2019.

Based on River Road Asset Management's 13F filing for Q4 2019, filed 12 Feb 2020.