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Shine Investment Advisory Services’s JPMorgan Chase JPM Stock Holding History

Shine Investment Advisory Services’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 		$368K Sell
3,823
-10
-0.3% -$982 0.12% 84
2020
Q2 		$361K Sell
3,833
-110
-3% -$10.4K 0.13% 84
2020
Q1 		$355K Buy
3,943
+511
+15% +$62.1K 0.16% 75
2019
Q4 		$478K Hold
3,432
– – 0.19% 69
2019
Q3 		$404K Sell
3,432
-75
-2% -$8.48K 0.19% 71
2019
Q2 		$392K Sell
3,507
-104
-3% -$11.5K 0.18% 74
2019
Q1 		$366K Buy
3,611
+351
+11% +$36.2K 0.17% 77
2018
Q4 		$318K Sell
3,260
-499
-13% -$53.2K 0.16% 77
2018
Q3 		$424K Buy
3,759
+11
+0.3% +$1.25K 0.22% 63
2018
Q2 		$391K Buy
3,748
+219
+6% +$24K 0.2% 66
2018
Q1 		$388K Buy
3,529
+48
+1% +$5.43K 0.21% 65
2017
Q4 		$372K Buy
3,481
+125
+4% +$12.7K 0.19% 68
2017
Q3 		$321K Sell
3,356
-318
-9% -$29.3K 0.17% 73
2017
Q2 		$336K Buy
3,674
+1,027
+39% +$88.6K 0.17% 70
2017
Q1 		$233K Buy
+2,647
New +$234K 0.15% 77

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Shine Investment Advisory Services's JPM Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its JPMorgan Chase (JPM) stake by 0.26% in Q3 2020, selling an estimated $982 and leaving 3,823 shares worth $368K. The position accounts for 0.12% of the portfolio, ranked #84.

Shine Investment Advisory Services first reported a position in JPM in Q1 2017 and has held it in 15 quarters since. The position peaked at $478K in Q4 2019. 2,827 funds tracked by Wall St. Rank hold JPM as of Q3 2020.

  • Shine Investment Advisory Services held 3,823 shares of JPMorgan Chase worth $368K as of Q3 2020.
  • Shine Investment Advisory Services sold 10 JPMorgan Chase shares in Q3 2020, an estimated $982.
  • JPMorgan Chase made up 0.12% of Shine Investment Advisory Services's portfolio in Q3 2020, its #84 holding.
  • Shine Investment Advisory Services first reported a position in JPMorgan Chase in Q1 2017 and has held it in 15 quarters since.
  • Shine Investment Advisory Services's JPMorgan Chase position peaked at $478K in Q4 2019.
  • 2,827 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.