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Rudd International’s JPMorgan Chase JPM Stock Holding History

Rudd International’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 		$231K Sell
2,464
-619
-20% -$58.7K 0.12% 65
2020
Q1 		$277K Sell
3,083
-272
-8% -$33K 0.18% 54
2019
Q4 		$467K Buy
3,355
+10
+0.3% +$1.28K 0.24% 50
2019
Q3 		$393K Sell
3,345
-259
-7% -$29.3K 0.21% 53
2019
Q2 		$402K Buy
3,604
+771
+27% +$85K 0.23% 53
2019
Q1 		$286K Buy
2,833
+104
+4% +$10.7K 0.18% 59
2018
Q4 		$266K Buy
+2,729
New +$291K 0.19% 55

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rudd International's JPM Position: Q2 2020 in Review

Rudd International reduced its JPMorgan Chase (JPM) stake by 20% in Q2 2020, selling an estimated $58.7K and leaving 2,464 shares worth $231K. The position accounts for 0.12% of the portfolio, ranked #65.

Rudd International first reported a position in JPM in Q4 2018 and has held it in 7 quarters since. The position peaked at $467K in Q4 2019. 2,847 funds tracked by Wall St. Rank hold JPM as of Q2 2020.

  • Rudd International held 2,464 shares of JPMorgan Chase worth $231K as of Q2 2020.
  • Rudd International sold 619 JPMorgan Chase shares in Q2 2020, an estimated $58.7K.
  • JPMorgan Chase made up 0.12% of Rudd International's portfolio in Q2 2020, its #65 holding.
  • Rudd International first reported a position in JPMorgan Chase in Q4 2018 and has held it in 7 quarters since.
  • Rudd International's JPMorgan Chase position peaked at $467K in Q4 2019.
  • 2,847 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2020.

Based on Rudd International's 13F filing for Q2 2020, filed 4 Aug 2020.