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Stewart Asset Management’s JPMorgan Chase JPM Stock Holding History

Stewart 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
2020
Q2 		– Sell
-3,800
Closed -$342K – 30
2020
Q1 		$342K Buy
3,800
+275
+8% +$33.4K 0.37% 30
2019
Q4 		$491K Buy
+3,525
New +$452K 0.5% 28

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stewart Asset Management's JPM Position: Q2 2020 in Review

Stewart Asset Management sold out of JPMorgan Chase (JPM) in Q2 2020, closing a stake of 3,800 shares — an estimated $342K sold.

Stewart Asset Management first reported a position in JPM in Q4 2019 and held it in 2 quarters. The position peaked at $491K in Q4 2019. 2,847 funds tracked by Wall St. Rank hold JPM as of Q2 2020.

  • Stewart Asset Management reported no remaining JPMorgan Chase position as of Q2 2020 after selling out during the quarter.
  • Stewart Asset Management sold 3,800 JPMorgan Chase shares in Q2 2020, an estimated $342K.
  • Stewart Asset Management first reported a position in JPMorgan Chase in Q4 2019 and held it in 2 quarters.
  • Stewart Asset Management's JPMorgan Chase position peaked at $491K in Q4 2019.
  • 2,847 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2020.

Based on Stewart Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.