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SRB Corp’s JPMorgan Chase JPM Stock Holding History

SRB Corp’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 		– Sell
-4,688
Closed -$529K – 176
2018
Q3 		$529K Hold
4,688
– – 0.05% 103
2018
Q2 		$488K Buy
4,688
+2,866
+157% +$314K 0.05% 114
2018
Q1 		$200K Sell
1,822
-124
-6% -$14K 0.03% 108
2017
Q4 		$208K Hold
1,946
– – 0.03% 65
2017
Q3 		$186K Sell
1,946
-191
-9% -$17.6K 0.02% 94
2017
Q2 		$195K Buy
2,137
+153
+8% +$13.2K 0.03% 39
2017
Q1 		$174K Sell
1,984
-212
-10% -$18.7K 0.02% 118
2016
Q4 		$189K Sell
2,196
-178
-7% -$13.6K 0.03% 23
2016
Q3 		$158K Buy
2,374
+144
+6% +$9.39K 0.02% 84
2016
Q2 		$139K Sell
2,230
-152
-6% -$9.49K 0.02% 114
2016
Q1 		$141K Buy
2,382
+213
+10% +$12.4K 0.02% 156
2015
Q4 		$143K Sell
2,169
-255
-11% -$16.6K 0.02% 68
2015
Q3 		$148K Buy
2,424
+223
+10% +$14.6K 0.02% 104
2015
Q2 		$149K Sell
2,201
-663
-23% -$43.3K 0.02% 38
2015
Q1 		$174K Buy
2,864
+504
+21% +$29.8K 0.02% 29
2014
Q4 		$148K Hold
2,360
– – 0.02% 110
2014
Q3 		$142K Buy
+2,360
New +$138K 0.02% 56

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SRB Corp's JPM Position: Q4 2018 in Review

SRB Corp sold out of JPMorgan Chase (JPM) in Q4 2018, closing a stake of 4,688 shares — an estimated $529K sold.

SRB Corp first reported a position in JPM in Q3 2014 and held it in 17 quarters. The position peaked at $529K in Q3 2018. 2,596 funds tracked by Wall St. Rank hold JPM as of Q4 2018.

  • SRB Corp reported no remaining JPMorgan Chase position as of Q4 2018 after selling out during the quarter.
  • SRB Corp sold 4,688 JPMorgan Chase shares in Q4 2018, an estimated $529K.
  • SRB Corp first reported a position in JPMorgan Chase in Q3 2014 and held it in 17 quarters.
  • SRB Corp's JPMorgan Chase position peaked at $529K in Q3 2018.
  • 2,596 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.

Based on SRB Corp's 13F filing for Q4 2018, filed 14 Feb 2019.