Sandler Capital Management’s JPMorgan Chase JPM Stock Holding History

Sandler Capital 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 Q1	–	Sell	-65,000	Closed	-$9.06M	–	93
2019 Q4	$9.06M	Buy	+65,000	New	+$8.34M	1.04%	40
2019 Q3	–	Sell	-52,146	Closed	-$5.9M	–	130
2019 Q2	$5.83M	Buy	+52,146	New	+$5.75M	0.39%	92
2016 Q1	–	Sell	-15,600	Closed	-$1.03M	–	139
2015 Q4	$1.03M	Sell	15,600 -2,200	-12%	-$143K	0.1%	120
2015 Q3	$1.08M	Buy	17,800 +6,800	+62%	+$445K	0.13%	114
2015 Q2	$745K	Buy	+11,000	New	+$718K	0.07%	159
2013 Q3	–	Sell	-10,000	Closed	-$528K	–	194
2013 Q2	$528K	Buy	+10,000	New	+$508K	0.02%	160

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Sandler Capital Management's JPM Position: Q1 2020 in Review

Sandler Capital Management sold out of JPMorgan Chase (JPM) in Q1 2020, closing a stake of 65,000 shares — an estimated $9.06M sold.

Sandler Capital Management first reported a position in JPM in Q2 2013 and held it in 6 quarters. The position peaked at $9.06M in Q4 2019. 2,783 funds tracked by Wall St. Rank hold JPM as of Q1 2020.

Sandler Capital Management reported no remaining JPMorgan Chase position as of Q1 2020 after selling out during the quarter.
Sandler Capital Management sold 65,000 JPMorgan Chase shares in Q1 2020, an estimated $9.06M.
Sandler Capital Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 6 quarters.
Sandler Capital Management's JPMorgan Chase position peaked at $9.06M in Q4 2019.
2,783 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2020.

Based on Sandler Capital Management's 13F filing for Q1 2020, filed 15 May 2020.