Schaller Investment Group’s JPMorgan Chase JPM Stock Holding History

Schaller Investment Group’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
2019 Q4	$3M	Hold	21,510	–	–	3.13%	11
2019 Q3	$2.53M	Hold	21,510	–	–	2.1%	12
2019 Q2	$2.4M	Hold	21,510	–	–	1.87%	13
2019 Q1	$2.18M	Hold	21,510	–	–	1.61%	13
2018 Q4	$2.1M	Hold	21,510	–	–	1.55%	14
2018 Q3	$2.43M	Hold	21,510	–	–	1.36%	13
2018 Q2	$2.24M	Hold	21,510	–	–	1.25%	13
2018 Q1	$2.37M	Hold	21,510	–	–	1.35%	12
2017 Q4	$2.3M	Hold	21,510	–	–	1.14%	18
2017 Q3	$2.05M	Hold	21,510	–	–	1.07%	17
2017 Q2	$1.97M	Hold	21,510	–	–	1.02%	17
2017 Q1	$1.89M	Hold	21,510	–	–	1.01%	18
2016 Q4	$1.86M	Hold	21,510	–	–	0.95%	19
2016 Q3	$1.43M	Hold	21,510	–	–	1.08%	16
2016 Q2	$1.34M	Hold	21,510	–	–	0.99%	15
2016 Q1	$1.27M	Hold	21,510	–	–	0.79%	21
2015 Q4	$1.42M	Hold	21,510	–	–	0.8%	19
2015 Q3	$1.31M	Hold	21,510	–	–	0.9%	18
2015 Q2	$1.46M	Hold	21,510	–	–	0.89%	16
2015 Q1	$1.3M	Hold	21,510	–	–	0.8%	18
2014 Q4	$1.35M	Hold	21,510	–	–	0.81%	17
2014 Q3	$1.3M	Hold	21,510	–	–	0.75%	19
2014 Q2	$1.24M	Hold	21,510	–	–	0.73%	21
2014 Q1	$1.31M	Hold	21,510	–	–	0.79%	21
2013 Q4	$1.26M	Hold	21,510	–	–	0.8%	21
2013 Q3	$1.11M	Hold	21,510	–	–	0.78%	21
2013 Q2	$1.14M	Buy	+21,510	New	+$1.09M	0.78%	25

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schaller Investment Group's JPM Position: Q4 2019 in Review

Schaller Investment Group held its JPMorgan Chase (JPM) position steady in Q4 2019 at 21,510 shares worth $3M. The position accounts for 3.13% of the portfolio, ranked #11.

Schaller Investment Group first reported a position in JPM in Q2 2013 and has held it in 27 quarters since. 2,892 funds tracked by Wall St. Rank hold JPM as of Q4 2019.

Schaller Investment Group held 21,510 shares of JPMorgan Chase worth $3M as of Q4 2019.
Schaller Investment Group left its JPMorgan Chase share count unchanged in Q4 2019.
JPMorgan Chase made up 3.13% of Schaller Investment Group's portfolio in Q4 2019, its #11 holding.
Schaller Investment Group first reported a position in JPMorgan Chase in Q2 2013 and has held it in 27 quarters since.
2,892 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2019.

Based on Schaller Investment Group's 13F filing for Q4 2019, filed 12 Feb 2020.