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Ruane, Cunniff & Goldfarb’s JPMorgan Chase JPM Stock Holding History

Ruane, Cunniff & Goldfarb’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
Q1 		– Sell
-1,708
Closed -$238K – 39
2019
Q4 		$238K Hold
1,708
– – ﹤0.01% 36
2019
Q3 		$201K Buy
+1,708
New +$193K ﹤0.01% 38
2017
Q3 		– Sell
-6,713
Closed -$614K – 73
2017
Q2 		$614K Sell
6,713
-1,981
-23% -$171K 0.01% 62
2017
Q1 		$764K Sell
8,694
-500,615
-98% -$44.2M 0.01% 73
2016
Q4 		$43.9M Sell
509,309
-500,316
-50% -$38.2M 0.41% 37
2016
Q3 		$67.2M Sell
1,009,625
-1,221
-0.1% -$79.6K 0.63% 31
2016
Q2 		$62.8M Buy
1,010,846
+992,221
+5,327% +$62M 0.6% 34
2016
Q1 		$1.1M Sell
18,625
-3,725
-17% -$218K 0.01% 100
2015
Q4 		$1.48M Sell
22,350
-1,164
-5% -$75.8K 0.01% 96
2015
Q3 		$1.43M Hold
23,514
– – 0.01% 98
2015
Q2 		$1.59M Hold
23,514
– – 0.01% 97
2015
Q1 		$1.42M Hold
23,514
– – 0.01% 98
2014
Q4 		$1.47M Sell
23,514
-26,785
-53% -$1.61M 0.01% 99
2014
Q3 		$3.03M Buy
50,299
+30,540
+155% +$1.79M 0.02% 84
2014
Q2 		$1.14M Buy
19,759
+495
+3% +$27.8K 0.01% 100
2014
Q1 		$1.17M Buy
19,264
+1,675
+10% +$96.8K 0.01% 95
2013
Q4 		$1.03M Sell
17,589
-195
-1% -$10.7K 0.01% 99
2013
Q3 		$919K Sell
17,784
-109
-0.6% -$5.85K 0.01% 106
2013
Q2 		$945K Buy
+17,893
New +$910K 0.01% 98

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
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

Ruane, Cunniff & Goldfarb's JPM Position: Q1 2020 in Review

Ruane, Cunniff & Goldfarb sold out of JPMorgan Chase (JPM) in Q1 2020, closing a stake of 1,708 shares — an estimated $238K sold.

Ruane, Cunniff & Goldfarb first reported a position in JPM in Q2 2013 and held it in 19 quarters. The position peaked at $67.2M in Q3 2016. 2,783 funds tracked by Wall St. Rank hold JPM as of Q1 2020.

  • Ruane, Cunniff & Goldfarb reported no remaining JPMorgan Chase position as of Q1 2020 after selling out during the quarter.
  • Ruane, Cunniff & Goldfarb sold 1,708 JPMorgan Chase shares in Q1 2020, an estimated $238K.
  • Ruane, Cunniff & Goldfarb first reported a position in JPMorgan Chase in Q2 2013 and held it in 19 quarters.
  • Ruane, Cunniff & Goldfarb's JPMorgan Chase position peaked at $67.2M in Q3 2016.
  • 2,783 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2020.

Based on Ruane, Cunniff & Goldfarb's 13F filing for Q1 2020, filed 15 May 2020.