SSP
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Sapphire Star Partners’s JPMorgan Chase JPM Stock Holding History

Sapphire Star Partners’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
2018
Q4 		$790K Sell
8,101
-536
-6% -$57.1K 1.06% 28
2018
Q3 		$975K Sell
8,637
-598
-6% -$67.9K 0.98% 33
2018
Q2 		$963K Buy
9,235
+101
+1% +$11.1K 0.99% 31
2018
Q1 		$1M Hold
9,134
– – 1.11% 21
2017
Q4 		$977K Sell
9,134
-4,400
-33% -$446K 1.16% 23
2017
Q3 		$1.29M Sell
13,534
-366
-3% -$33.8K 1.67% 14
2017
Q2 		$1.27M Buy
13,900
+9,300
+202% +$802K 1.61% 17
2017
Q1 		$404K Sell
4,600
-16,000
-78% -$1.41M 0.46% 39
2016
Q4 		$1.85M Sell
20,600
-1,916
-9% -$146K 2.06% 13
2016
Q3 		$1.5M Sell
22,516
-525
-2% -$34.2K 1.81% 16
2016
Q2 		$1.43M Buy
23,041
+2,601
+13% +$162K 1.83% 17
2016
Q1 		$1.35M Buy
20,440
+10,220
+100% +$597K 1.07% 20
2015
Q4 		$674K Buy
+10,220
New +$665K 0.89% 23

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sapphire Star Partners's JPM Position: Q4 2018 in Review

Sapphire Star Partners reduced its JPMorgan Chase (JPM) stake by 6.2% in Q4 2018, selling an estimated $57.1K and leaving 8,101 shares worth $790K. The position accounts for 1.06% of the portfolio, ranked #28.

Sapphire Star Partners first reported a position in JPM in Q4 2015 and has held it in 13 quarters since. The position peaked at $1.85M in Q4 2016. 2,597 funds tracked by Wall St. Rank hold JPM as of Q4 2018.

  • Sapphire Star Partners held 8,101 shares of JPMorgan Chase worth $790K as of Q4 2018.
  • Sapphire Star Partners sold 536 JPMorgan Chase shares in Q4 2018, an estimated $57.1K.
  • JPMorgan Chase made up 1.06% of Sapphire Star Partners's portfolio in Q4 2018, its #28 holding.
  • Sapphire Star Partners first reported a position in JPMorgan Chase in Q4 2015 and has held it in 13 quarters since.
  • Sapphire Star Partners's JPMorgan Chase position peaked at $1.85M in Q4 2016.
  • 2,597 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.

Based on Sapphire Star Partners's 13F filing for Q4 2018, filed 12 Feb 2019.