SI
JPM icon

SCP Investment’s JPMorgan Chase JPM Stock Holding History

SCP Investment’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 		– Sell
-7,000
Closed -$824K – 33
2019
Q3 		$824K Buy
+7,000
New +$792K 0.45% 38
2019
Q2 		– Sell
-10,000
Closed -$1.01M – 70
2019
Q1 		$1.01M Buy
+10,000
New +$1.03M 0.68% 28
2018
Q3 		– Sell
-10,000
Closed -$1.04M – 44
2018
Q2 		$1.04M Buy
+10,000
New +$1.1M 0.52% 50

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SCP Investment's JPM Position: Q4 2019 in Review

SCP Investment sold out of JPMorgan Chase (JPM) in Q4 2019, closing a stake of 7,000 shares — an estimated $824K sold.

SCP Investment first reported a position in JPM in Q2 2018 and held it in 3 quarters. The position peaked at $1.04M in Q2 2018. 2,891 funds tracked by Wall St. Rank hold JPM as of Q4 2019.

  • SCP Investment reported no remaining JPMorgan Chase position as of Q4 2019 after selling out during the quarter.
  • SCP Investment sold 7,000 JPMorgan Chase shares in Q4 2019, an estimated $824K.
  • SCP Investment first reported a position in JPMorgan Chase in Q2 2018 and held it in 3 quarters.
  • SCP Investment's JPMorgan Chase position peaked at $1.04M in Q2 2018.
  • 2,891 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2019.

Based on SCP Investment's 13F filing for Q4 2019, filed 30 Jan 2020.