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Steinberg Global Asset Management’s JPMorgan Chase JPM Stock Holding History

Steinberg Global Asset 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
2019
Q1 		$2.55M Sell
25,171
-654
-3% -$67.4K 0.4% 73
2018
Q4 		$2.52M Buy
25,825
+7,968
+45% +$849K 0.43% 74
2018
Q3 		$2.02M Buy
17,857
+507
+3% +$57.6K 0.29% 93
2018
Q2 		$1.81M Sell
17,350
-3,753
-18% -$412K 0.27% 89
2018
Q1 		$2.32M Buy
21,103
+852
+4% +$96.5K 0.34% 82
2017
Q4 		$2.17M Buy
20,251
+36
+0.2% +$3.65K 0.31% 79
2017
Q3 		$1.93M Sell
20,215
-256
-1% -$23.6K 0.28% 80
2017
Q2 		$1.87M Buy
20,471
+452
+2% +$39K 0.28% 79
2017
Q1 		$1.76M Buy
20,019
+3,347
+20% +$295K 0.28% 73
2016
Q4 		$1.44M Sell
16,672
-6,222
-27% -$474K 0.24% 81
2016
Q3 		$1.52M Sell
22,894
-858
-4% -$55.9K 0.26% 79
2016
Q2 		$1.48M Buy
23,752
+1,314
+6% +$82.1K 0.26% 77
2016
Q1 		$1.33M Buy
22,438
+10,761
+92% +$628K 0.25% 81
2015
Q4 		$771K Buy
11,677
+96
+0.8% +$6.25K 0.15% 112
2015
Q3 		$706K Hold
11,581
– – 0.14% 114
2015
Q2 		$785K Buy
11,581
+1,340
+13% +$87.5K 0.15% 107
2015
Q1 		$620K Buy
10,241
+503
+5% +$29.8K 0.12% 120
2014
Q4 		$609K Hold
9,738
– – 0.13% 108
2014
Q3 		$587K Hold
9,738
– – 0.13% 109
2014
Q2 		$561K Buy
9,738
+291
+3% +$16.4K 0.13% 113
2014
Q1 		$574K Buy
9,447
+550
+6% +$31.8K 0.14% 106
2013
Q4 		$520K Sell
8,897
-185
-2% -$10.1K 0.11% 128
2013
Q3 		$469K Buy
9,082
+1,160
+15% +$62.2K 0.1% 127
2013
Q2 		$418K Buy
+7,922
New +$403K 0.11% 134

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steinberg Global Asset Management's JPM Position: Q1 2019 in Review

Steinberg Global Asset Management reduced its JPMorgan Chase (JPM) stake by 2.5% in Q1 2019, selling an estimated $67.4K and leaving 25,171 shares worth $2.55M. The position accounts for 0.4% of the portfolio, ranked #73.

Steinberg Global Asset Management first reported a position in JPM in Q2 2013 and has held it in 24 quarters since. 2,599 funds tracked by Wall St. Rank hold JPM as of Q1 2019.

  • Steinberg Global Asset Management held 25,171 shares of JPMorgan Chase worth $2.55M as of Q1 2019.
  • Steinberg Global Asset Management sold 654 JPMorgan Chase shares in Q1 2019, an estimated $67.4K.
  • JPMorgan Chase made up 0.4% of Steinberg Global Asset Management's portfolio in Q1 2019, its #73 holding.
  • Steinberg Global Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 24 quarters since.
  • 2,599 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2019.

Based on Steinberg Global Asset Management's 13F filing for Q1 2019, filed 15 Apr 2019.