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Stieven Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Stieven Capital 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
2020
Q4 		– Sell
-90,000
Closed -$8.66M – 49
2020
Q3 		$8.66M Buy
+90,000
New +$8.84M 2.04% 24
2018
Q2 		– Sell
-61,900
Closed -$6.81M – 67
2018
Q1 		$6.81M Sell
61,900
-400
-0.6% -$45.3K 1.08% 42
2017
Q4 		$6.66M Sell
62,300
-200
-0.3% -$20.3K 1.17% 36
2017
Q3 		$5.97M Sell
62,500
-300
-0.5% -$27.7K 1.13% 40
2017
Q2 		$5.74M Sell
62,800
-100
-0.2% -$8.63K 1.08% 41
2017
Q1 		$5.53M Sell
62,900
-500
-0.8% -$44.1K 1.11% 39
2016
Q4 		$5.47M Sell
63,400
-100
-0.2% -$7.63K 1.08% 38
2016
Q3 		$4.23M Buy
63,500
+1,200
+2% +$78.2K 1.03% 41
2016
Q2 		$3.87M Sell
62,300
-500
-0.8% -$31.2K 1.08% 40
2016
Q1 		$3.72M Sell
62,800
-200
-0.3% -$11.7K 1.06% 39
2015
Q4 		$4.16M Sell
63,000
-1,000
-2% -$65.1K 1.13% 43
2015
Q3 		$3.9M Buy
64,000
+500
+0.8% +$32.7K 1.13% 40
2015
Q2 		$4.3M Sell
63,500
-200
-0.3% -$13.1K 1.23% 36
2015
Q1 		$3.86M Sell
63,700
-100
-0.2% -$5.92K 1.25% 32
2014
Q4 		$3.99M Buy
63,800
+1,300
+2% +$78.2K 1.35% 30
2014
Q3 		$3.77M Sell
62,500
-200
-0.3% -$11.7K 1.41% 30
2014
Q2 		$3.61M Sell
62,700
-300
-0.5% -$16.9K 1.33% 31
2014
Q1 		$3.83M Sell
63,000
-900
-1% -$52K 1.37% 32
2013
Q4 		$3.74M Hold
63,900
– – 1.55% 24
2013
Q3 		$3.3M Hold
63,900
– – 1.49% 31
2013
Q2 		$3.37M Buy
+63,900
New +$3.25M 1.61% 22

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Stieven Capital Advisors's JPM Position: Q4 2020 in Review

Stieven Capital Advisors sold out of JPMorgan Chase (JPM) in Q4 2020, closing a stake of 90,000 shares — an estimated $8.66M sold.

Stieven Capital Advisors first reported a position in JPM in Q2 2013 and held it in 21 quarters. The position peaked at $8.66M in Q3 2020. 3,125 funds tracked by Wall St. Rank hold JPM as of Q4 2020.

  • Stieven Capital Advisors reported no remaining JPMorgan Chase position as of Q4 2020 after selling out during the quarter.
  • Stieven Capital Advisors sold 90,000 JPMorgan Chase shares in Q4 2020, an estimated $8.66M.
  • Stieven Capital Advisors first reported a position in JPMorgan Chase in Q2 2013 and held it in 21 quarters.
  • Stieven Capital Advisors's JPMorgan Chase position peaked at $8.66M in Q3 2020.
  • 3,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2020.

Based on Stieven Capital Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.