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Stearns Financial Services Group’s JPMorgan Chase JPM Stock Holding History

Stearns Financial Services Group’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
Q3 		$39K Sell
400
-400
-50% -$39.3K 0.01% 177
2020
Q2 		$75K Buy
+800
New +$75.9K 0.01% 150

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stearns Financial Services Group's JPM Position: Q3 2020 in Review

Stearns Financial Services Group reduced its JPMorgan Chase (JPM) stake by 0.95% in Q3 2020, selling an estimated $10.2K and leaving 10,833 shares worth $1.04M. The position accounts for 0.16% of the portfolio, ranked #59.

Stearns Financial Services Group first reported a position in JPM in Q2 2013 and has held it in 30 quarters since. The position peaked at $1.68M in Q4 2019. 2,827 funds tracked by Wall St. Rank hold JPM as of Q3 2020.

  • Stearns Financial Services Group held 10,833 shares of JPMorgan Chase worth $1.04M as of Q3 2020.
  • Stearns Financial Services Group sold 104 JPMorgan Chase shares in Q3 2020, an estimated $10.2K.
  • JPMorgan Chase made up 0.16% of Stearns Financial Services Group's portfolio in Q3 2020, its #59 holding.
  • Stearns Financial Services Group first reported a position in JPMorgan Chase in Q2 2013 and has held it in 30 quarters since.
  • Stearns Financial Services Group's JPMorgan Chase position peaked at $1.68M in Q4 2019.
  • 2,827 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.