Spectrum Financial Alliance’s JPMorgan Chase JPM Stock Holding History

Spectrum Financial Alliance’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 Q2	–	Sell	-95,031	Closed	-$8.16M	–	15
2020 Q1	$8.16M	Buy	95,031 +1,286	+1%	+$156K	7.36%	8
2019 Q4	$13.1M	Sell	93,745 -4,447	-5%	-$570K	7.6%	7
2019 Q3	$11.6M	Sell	98,192 -34,431	-26%	-$3.89M	7.46%	7
2019 Q2	$14.6M	Sell	132,623 -28,519	-18%	-$3.14M	9.17%	5
2019 Q1	$16.1M	Sell	161,142 -19,205	-11%	-$1.98M	11.03%	4
2018 Q4	$17.4M	Sell	180,347 -3,126	-2%	-$333K	13.26%	2
2018 Q3	$20.7M	Sell	183,473 -386	-0.2%	-$43.8K	12.92%	3
2018 Q2	$19.2M	Buy	183,859 +986	+0.5%	+$108K	12.75%	2
2018 Q1	$20M	Buy	+182,873	New	+$20.7M	13.12%	2

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

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

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

Spectrum Financial Alliance's JPM Position: Q2 2020 in Review

Spectrum Financial Alliance sold out of JPMorgan Chase (JPM) in Q2 2020, closing a stake of 95,031 shares — an estimated $8.16M sold.

Spectrum Financial Alliance first reported a position in JPM in Q1 2018 and held it in 9 quarters. The position peaked at $20.7M in Q3 2018. 2,847 funds tracked by Wall St. Rank hold JPM as of Q2 2020.

Spectrum Financial Alliance reported no remaining JPMorgan Chase position as of Q2 2020 after selling out during the quarter.
Spectrum Financial Alliance sold 95,031 JPMorgan Chase shares in Q2 2020, an estimated $8.16M.
Spectrum Financial Alliance first reported a position in JPMorgan Chase in Q1 2018 and held it in 9 quarters.
Spectrum Financial Alliance's JPMorgan Chase position peaked at $20.7M in Q3 2018.
2,847 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2020.

Based on Spectrum Financial Alliance's 13F filing for Q2 2020, filed 7 Aug 2020.