Starfire Investment Advisers’s JPMorgan Chase JPM Stock Holding History

Starfire Investment Advisers’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	$1.16M	Buy	12,351 +2,174	+21%	+$206K	0.55%	50
2020 Q1	$916K	Buy	10,177 +2	+0%	+$243	0.5%	53
2019 Q4	$1.42M	Buy	10,175 +1	+0%	+$128	0.54%	47
2019 Q3	$1.2M	Buy	10,174 +1,302	+15%	+$147K	0.49%	48
2019 Q2	$991K	Buy	8,872 +208	+2%	+$22.9K	0.44%	53
2019 Q1	$877K	Buy	8,664 +2,390	+38%	+$246K	0.4%	58
2018 Q4	$612K	Buy	+6,274	New	+$668K	0.33%	76
2018 Q1	–	Sell	-7,283	Closed	-$779K	–	187
2017 Q4	$779K	Buy	+7,283	New	+$737K	0.62%	43
2017 Q2	–	Sell	-2,840	Closed	-$243K	–	130
2017 Q1	$243K	Hold	2,840	–	–	0.13%	122
2016 Q4	$245K	Buy	+2,840	New	+$217K	0.14%	120

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

Starfire Investment Advisers's JPM Position: Q2 2020 in Review

Starfire Investment Advisers increased its JPMorgan Chase (JPM) stake by 21% in Q2 2020, buying an estimated $206K and bringing the position to 12,351 shares worth $1.16M. The position accounts for 0.55% of the portfolio, ranked #50.

Starfire Investment Advisers first reported a position in JPM in Q4 2016 and has held it in 10 quarters since. The position peaked at $1.42M in Q4 2019. 2,847 funds tracked by Wall St. Rank hold JPM as of Q2 2020.

Starfire Investment Advisers held 12,351 shares of JPMorgan Chase worth $1.16M as of Q2 2020.
Starfire Investment Advisers bought 2,174 JPMorgan Chase shares in Q2 2020, an estimated $206K.
JPMorgan Chase made up 0.55% of Starfire Investment Advisers's portfolio in Q2 2020, its #50 holding.
Starfire Investment Advisers first reported a position in JPMorgan Chase in Q4 2016 and has held it in 10 quarters since.
Starfire Investment Advisers's JPMorgan Chase position peaked at $1.42M in Q4 2019.
2,847 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2020.

Based on Starfire Investment Advisers's 13F filing for Q2 2020, filed 9 Jul 2020.