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Russell Clark Investment Management’s JPMorgan Chase JPM Stock Holding History

Russell Clark Investment 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
2020
Q2 		– Sell
-15,000
Closed -$1.35M – 40
2020
Q1 		$1.35M Sell
15,000
-11,700
-44% -$1.42M 2.02% 23
2019
Q4 		$3.72M Hold
26,700
– – 2.9% 10
2019
Q3 		$3.14M Buy
26,700
+3,000
+13% +$339K 2.49% 11
2019
Q2 		$2.65M Hold
23,700
– – 1.69% 12
2019
Q1 		$2.4M Buy
23,700
+5,800
+32% +$598K 0.83% 22
2018
Q4 		$1.75M Sell
17,900
-53,300
-75% -$5.68M 0.63% 25
2018
Q3 		$8.03M Sell
71,200
-32,700
-31% -$3.71M 1.89% 16
2018
Q2 		$10.8M Hold
103,900
– – 2.12% 17
2018
Q1 		$11.4M Sell
103,900
-4,200
-4% -$476K 2.28% 14
2017
Q4 		$11.6M Sell
108,100
-10,000
-8% -$1.01M 2.43% 13
2017
Q3 		$11.3M Buy
118,100
+19,200
+19% +$1.77M 2.51% 14
2017
Q2 		$9.04M Sell
98,900
-9,350
-9% -$807K 2.52% 15
2017
Q1 		$9.51M Sell
108,250
-7,800
-7% -$688K 1.59% 23
2016
Q4 		$10M Buy
+116,050
New +$8.85M 3.16% 12

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

Russell Clark Investment Management's JPM Position: Q2 2020 in Review

Russell Clark Investment Management sold out of JPMorgan Chase (JPM) in Q2 2020, closing a stake of 15,000 shares — an estimated $1.35M sold.

Russell Clark Investment Management first reported a position in JPM in Q4 2016 and held it in 14 quarters. The position peaked at $11.6M in Q4 2017. 2,848 funds tracked by Wall St. Rank hold JPM as of Q2 2020.

  • Russell Clark Investment Management reported no remaining JPMorgan Chase position as of Q2 2020 after selling out during the quarter.
  • Russell Clark Investment Management sold 15,000 JPMorgan Chase shares in Q2 2020, an estimated $1.35M.
  • Russell Clark Investment Management first reported a position in JPMorgan Chase in Q4 2016 and held it in 14 quarters.
  • Russell Clark Investment Management's JPMorgan Chase position peaked at $11.6M in Q4 2017.
  • 2,848 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2020.

Based on Russell Clark Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.