Rothschild & Co Wealth Management (UK)’s JPMorgan Chase JPM Stock Holding History

Rothschild & Co Wealth Management (UK)’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
2020 Q2	–	Sell	-195	Closed	-$18K	–	46
2020 Q1	$18K	Hold	195	–	–	﹤0.01%	37
2019 Q4	$27K	Hold	195	–	–	﹤0.01%	37
2019 Q3	$23K	Sell	195 -9,373	-98%	-$1.06M	﹤0.01%	37
2019 Q2	$1.07M	Buy	+9,568	New	+$1.05M	0.02%	28
2015 Q3	–	Sell	-3,000	Closed	-$203K	–	56
2015 Q2	$203K	Sell	3,000 -4,300	-59%	-$281K	0.02%	34
2015 Q1	$442K	Buy	7,300 +4,300	+143%	+$255K	0.05%	32
2014 Q4	$188K	Hold	3,000	–	–	0.02%	35
2014 Q3	$181K	Sell	3,000 -930	-24%	-$54.4K	0.02%	38
2014 Q2	$226K	Hold	3,930	–	–	0.02%	38
2014 Q1	$239K	Buy	+3,930	New	+$227K	0.03%	35

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rothschild & Co Wealth Management (UK)'s JPM Position: Q2 2020 in Review

Rothschild & Co Wealth Management (UK) sold out of JPMorgan Chase (JPM) in Q2 2020, closing a stake of 195 shares — an estimated $18K sold.

Rothschild & Co Wealth Management (UK) first reported a position in JPM in Q1 2014 and held it in 10 quarters. The position peaked at $1.07M in Q2 2019. 2,847 funds tracked by Wall St. Rank hold JPM as of Q2 2020.

Rothschild & Co Wealth Management (UK) reported no remaining JPMorgan Chase position as of Q2 2020 after selling out during the quarter.
Rothschild & Co Wealth Management (UK) sold 195 JPMorgan Chase shares in Q2 2020, an estimated $18K.
Rothschild & Co Wealth Management (UK) first reported a position in JPMorgan Chase in Q1 2014 and held it in 10 quarters.
Rothschild & Co Wealth Management (UK)'s JPMorgan Chase position peaked at $1.07M in Q2 2019.
2,847 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2020.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q2 2020, filed 15 Jul 2020.