South Texas Money Management’s JPMorgan Chase JPM Stock Holding History

South Texas Money 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
2019 Q3	$2.36M	Buy	20,018 +14,433	+258%	+$1.63M	0.1%	92
2019 Q2	$624K	Sell	5,585 -1,529	-21%	-$169K	0.03%	133
2019 Q1	$720K	Buy	7,114 +384	+6%	+$39.6K	0.03%	127
2018 Q4	$657K	Sell	6,730 -509	-7%	-$54.2K	0.03%	135
2018 Q3	$817K	Buy	7,239 +549	+8%	+$62.3K	0.03%	135
2018 Q2	$697K	Buy	6,690 +177	+3%	+$19.4K	0.03%	135
2018 Q1	$716K	Buy	6,513 +162	+3%	+$18.3K	0.03%	138
2017 Q4	$679K	Buy	6,351 +543	+9%	+$55K	0.03%	127
2017 Q3	$555K	Buy	5,808 +1,314	+29%	+$121K	0.03%	139
2017 Q2	$411K	Sell	4,494 -10	-0.2%	-$863	0.02%	150
2017 Q1	$396K	Sell	4,504 -2,058	-31%	-$182K	0.02%	159
2016 Q4	$566K	Buy	+6,562	New	+$500K	0.03%	130

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

South Texas Money Management's JPM Position: Q3 2019 in Review

South Texas Money Management increased its JPMorgan Chase (JPM) stake by 258% in Q3 2019, buying an estimated $1.63M and bringing the position to 20,018 shares worth $2.36M. The position accounts for 0.1% of the portfolio, ranked #92.

South Texas Money Management first reported a position in JPM in Q4 2016 and has held it in 12 quarters since. 2,609 funds tracked by Wall St. Rank hold JPM as of Q3 2019.

South Texas Money Management held 20,018 shares of JPMorgan Chase worth $2.36M as of Q3 2019.
South Texas Money Management bought 14,433 JPMorgan Chase shares in Q3 2019, an estimated $1.63M.
JPMorgan Chase made up 0.1% of South Texas Money Management's portfolio in Q3 2019, its #92 holding.
South Texas Money Management first reported a position in JPMorgan Chase in Q4 2016 and has held it in 12 quarters since.
2,609 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2019.

Based on South Texas Money Management's 13F filing for Q3 2019, filed 13 Nov 2019.