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Stadion Money Management’s JPMorgan Chase JPM Stock Holding History

Stadion 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
2018
Q4 		– Sell
-2,223
Closed -$251K – 119
2018
Q3 		$251K Sell
2,223
-352
-14% -$40K 0.01% 108
2018
Q2 		$268K Sell
2,575
-111
-4% -$12.2K 0.01% 107
2018
Q1 		$295K Sell
2,686
-1,176
-30% -$133K 0.01% 105
2017
Q4 		$413K Sell
3,862
-1,896
-33% -$192K 0.01% 101
2017
Q3 		$550K Sell
5,758
-1,769
-24% -$163K 0.02% 103
2017
Q2 		$688K Sell
7,527
-19,313
-72% -$1.67M 0.02% 97
2017
Q1 		$2.36M Buy
26,840
+722
+3% +$63.7K 0.07% 93
2016
Q4 		$2.25M Sell
26,118
-3,910
-13% -$298K 0.07% 91
2016
Q3 		$2M Hold
30,028
– – 0.06% 82
2016
Q2 		$1.87M Buy
30,028
+2,238
+8% +$140K 0.06% 87
2016
Q1 		$1.65M Buy
27,790
+8,862
+47% +$518K 0.05% 86
2015
Q4 		$1.25M Buy
18,928
+2,351
+14% +$153K 0.05% 72
2015
Q3 		$1.01M Buy
16,577
+5,795
+54% +$380K 0.06% 88
2015
Q2 		$731K Sell
10,782
-5,591
-34% -$365K 0.04% 83
2015
Q1 		$992K Buy
16,373
+5,940
+57% +$352K 0.03% 95
2014
Q4 		$653K Buy
10,433
+6,564
+170% +$395K 0.01% 105
2014
Q3 		$233K Buy
+3,869
New +$226K 0.01% 96

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

Stadion Money Management's JPM Position: Q4 2018 in Review

Stadion Money Management sold out of JPMorgan Chase (JPM) in Q4 2018, closing a stake of 2,223 shares — an estimated $251K sold.

Stadion Money Management first reported a position in JPM in Q3 2014 and held it in 17 quarters. The position peaked at $2.36M in Q1 2017. 2,596 funds tracked by Wall St. Rank hold JPM as of Q4 2018.

  • Stadion Money Management reported no remaining JPMorgan Chase position as of Q4 2018 after selling out during the quarter.
  • Stadion Money Management sold 2,223 JPMorgan Chase shares in Q4 2018, an estimated $251K.
  • Stadion Money Management first reported a position in JPMorgan Chase in Q3 2014 and held it in 17 quarters.
  • Stadion Money Management's JPMorgan Chase position peaked at $2.36M in Q1 2017.
  • 2,596 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.

Based on Stadion Money Management's 13F filing for Q4 2018, filed 14 Feb 2019.