Signature Financial Management’s JPMorgan Chase JPM Stock Holding History

Signature Financial Management’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	$1.52M	Sell	15,522 -1,076	-6%	-$115K	0.37%	33
2018 Q3	$1.87M	Hold	16,598	–	–	0.33%	43
2018 Q2	$1.73M	Buy	16,598 +103	+0.6%	+$11.3K	0.37%	45
2018 Q1	$1.81M	Buy	16,495 +1,703	+12%	+$193K	0.38%	42
2017 Q4	$1.58M	Sell	14,792 -4,501	-23%	-$456K	0.43%	34
2017 Q3	$1.68M	Buy	19,293 +2,263	+13%	+$209K	0.51%	36
2017 Q2	$1.56M	Buy	17,030 +2,690	+19%	+$232K	0.49%	35
2017 Q1	$1.26M	Buy	14,340 +10,860	+312%	+$958K	0.4%	42
2016 Q4	$300K	Sell	3,480 -12,472	-78%	-$951K	0.11%	107
2016 Q3	$1.06M	Buy	15,952 +349	+2%	+$22.8K	0.43%	40
2016 Q2	$970K	Sell	15,603 -1,000	-6%	-$62.5K	0.46%	38
2016 Q1	$983K	Sell	16,603 -230	-1%	-$13.4K	0.48%	42
2015 Q4	$1.11M	Sell	16,833 -225	-1%	-$14.7K	0.54%	32
2015 Q3	$1.04M	Sell	17,058 -685	-4%	-$44.9K	0.64%	33
2015 Q2	$1.2M	Buy	17,743 +10,618	+149%	+$693K	0.78%	27
2015 Q1	$433K	Sell	7,125 -178	-2%	-$10.5K	0.28%	45
2014 Q4	$458K	Sell	7,303 -2,167	-23%	-$130K	0.32%	46
2014 Q3	$570K	Buy	9,470 +1,000	+12%	+$58.5K	0.41%	35
2014 Q2	$487K	Hold	8,470	–	–	0.37%	41
2014 Q1	$514K	Buy	8,470 +570	+7%	+$32.9K	0.44%	38
2013 Q4	$461K	Sell	7,900 -644	-8%	-$35.3K	0.36%	41
2013 Q3	$442K	Buy	8,544 +165	+2%	+$8.85K	0.39%	38
2013 Q2	$443K	Buy	+8,379	New	+$426K	0.3%	39

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Signature Financial Management's JPM Position: Q4 2018 in Review

Signature Financial Management reduced its JPMorgan Chase (JPM) stake by 6.5% in Q4 2018, selling an estimated $115K and leaving 15,522 shares worth $1.52M. The position accounts for 0.37% of the portfolio, ranked #33.

Signature Financial Management first reported a position in JPM in Q2 2013 and has held it in 23 quarters since. The position peaked at $1.87M in Q3 2018. 2,597 funds tracked by Wall St. Rank hold JPM as of Q4 2018.

Signature Financial Management held 15,522 shares of JPMorgan Chase worth $1.52M as of Q4 2018.
Signature Financial Management sold 1,076 JPMorgan Chase shares in Q4 2018, an estimated $115K.
JPMorgan Chase made up 0.37% of Signature Financial Management's portfolio in Q4 2018, its #33 holding.
Signature Financial Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 23 quarters since.
Signature Financial Management's JPMorgan Chase position peaked at $1.87M in Q3 2018.
2,597 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.