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Sound View Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Sound View Wealth Advisors’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
Q1 		$4.79M Sell
47,355
-1,554
-3% -$160K 1.5% 13
2018
Q4 		$4.77M Buy
+48,909
New +$5.21M 1.73% 11

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sound View Wealth Advisors's JPM Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 3.2% in Q1 2019, selling an estimated $160K and leaving 47,355 shares worth $4.79M. The position accounts for 1.5% of the portfolio, ranked #13.

Sound View Wealth Advisors first reported a position in JPM in Q4 2018 and has held it in 2 quarters since. 2,599 funds tracked by Wall St. Rank hold JPM as of Q1 2019.

  • Sound View Wealth Advisors held 47,355 shares of JPMorgan Chase worth $4.79M as of Q1 2019.
  • Sound View Wealth Advisors sold 1,554 JPMorgan Chase shares in Q1 2019, an estimated $160K.
  • JPMorgan Chase made up 1.5% of Sound View Wealth Advisors's portfolio in Q1 2019, its #13 holding.
  • Sound View Wealth Advisors first reported a position in JPMorgan Chase in Q4 2018 and has held it in 2 quarters since.
  • 2,599 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.