Secrest Blakey & Associates’s JPMorgan Chase JPM Stock Holding History

Secrest Blakey & Associates’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 Q3	$326K	Buy	3,382 +412	+14%	+$40.5K	0.75%	39
2020 Q2	$279K	Buy	2,970 +151	+5%	+$14.3K	0.67%	47
2020 Q1	$254K	Buy	2,819 +306	+12%	+$37.2K	0.69%	45
2019 Q4	$350K	Sell	2,513 -3,574	-59%	-$458K	0.77%	43
2019 Q3	$716K	Buy	6,087 +80	+1%	+$9.05K	0.59%	47
2019 Q2	$672K	Buy	6,007 +227	+4%	+$25K	0.59%	50
2019 Q1	$585K	Sell	5,780 -2,231	-28%	-$230K	0.57%	52
2018 Q4	$782K	Sell	8,011 -206	-3%	-$21.9K	0.65%	48
2018 Q3	$927K	Buy	8,217 +368	+5%	+$41.8K	0.71%	38
2018 Q2	$818K	Buy	7,849 +4,131	+111%	+$453K	0.64%	43
2018 Q1	$409K	Buy	3,718 +231	+7%	+$26.2K	0.35%	72
2017 Q4	$373K	Buy	+3,487	New	+$353K	0.3%	76

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Secrest Blakey & Associates's JPM Position: Q3 2020 in Review

Secrest Blakey & Associates increased its JPMorgan Chase (JPM) stake by 14% in Q3 2020, buying an estimated $40.5K and bringing the position to 3,382 shares worth $326K. The position accounts for 0.75% of the portfolio, ranked #39.

Secrest Blakey & Associates first reported a position in JPM in Q4 2017 and has held it in 12 quarters since. The position peaked at $927K in Q3 2018. 2,827 funds tracked by Wall St. Rank hold JPM as of Q3 2020.

Secrest Blakey & Associates held 3,382 shares of JPMorgan Chase worth $326K as of Q3 2020.
Secrest Blakey & Associates bought 412 JPMorgan Chase shares in Q3 2020, an estimated $40.5K.
JPMorgan Chase made up 0.75% of Secrest Blakey & Associates's portfolio in Q3 2020, its #39 holding.
Secrest Blakey & Associates first reported a position in JPMorgan Chase in Q4 2017 and has held it in 12 quarters since.
Secrest Blakey & Associates's JPMorgan Chase position peaked at $927K in Q3 2018.
2,827 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2020.

Based on Secrest Blakey & Associates's 13F filing for Q3 2020, filed 13 Nov 2020.