Stevens First Principles Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Stevens First Principles Investment Advisors’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 Q2	$14K	Buy	127 +71	+127%	+$7.83K	0.01%	115
2019 Q1	$6K	Hold	56	–	–	﹤0.01%	131
2018 Q4	$5K	Hold	56	–	–	﹤0.01%	133
2018 Q3	$6K	Hold	56	–	–	﹤0.01%	138
2018 Q2	$6K	Buy	56 +32	+133%	+$3.51K	﹤0.01%	134
2018 Q1	$3K	Hold	24	–	–	﹤0.01%	141
2017 Q4	$3K	Buy	+24	New	+$2.43K	﹤0.01%	176
2016 Q1	–	Sell	-500	Closed	-$33K	–	163
2015 Q4	$33K	Hold	500	–	–	0.03%	124
2015 Q3	$30K	Buy	+500	New	+$32.7K	0.02%	137
2014 Q3	–	Sell	-900	Closed	-$52K	–	238
2014 Q2	$52K	Sell	900 -800	-47%	-$45K	0.03%	145
2014 Q1	$103K	Sell	1,700 -600	-26%	-$34.7K	0.07%	104
2013 Q4	$135K	Buy	+2,300	New	+$126K	0.08%	100
2013 Q3	–	Sell	-1,900	Closed	-$100K	–	225
2013 Q2	$100K	Buy	+1,900	New	+$96.6K	0.07%	96

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stevens First Principles Investment Advisors's JPM Position: Q2 2019 in Review

Stevens First Principles Investment Advisors increased its JPMorgan Chase (JPM) stake by 127% in Q2 2019, buying an estimated $7.83K and bringing the position to 127 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #115.

Stevens First Principles Investment Advisors first reported a position in JPM in Q2 2013 and has held it in 13 quarters since. The position peaked at $135K in Q4 2013. 2,635 funds tracked by Wall St. Rank hold JPM as of Q2 2019.

Stevens First Principles Investment Advisors held 127 shares of JPMorgan Chase worth $14K as of Q2 2019.
Stevens First Principles Investment Advisors bought 71 JPMorgan Chase shares in Q2 2019, an estimated $7.83K.
JPMorgan Chase made up 0.01% of Stevens First Principles Investment Advisors's portfolio in Q2 2019, its #115 holding.
Stevens First Principles Investment Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 13 quarters since.
Stevens First Principles Investment Advisors's JPMorgan Chase position peaked at $135K in Q4 2013.
2,635 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2019.

Based on Stevens First Principles Investment Advisors's 13F filing for Q2 2019, filed 22 Jul 2019.