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Stokes & Hubbell Capital Management’s JPMorgan Chase JPM Stock Holding History

Stokes & Hubbell Capital 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 		$2.2M Buy
21,725
+1,179
+6% +$121K 0.46% 52
2018
Q4 		$2.01M Sell
20,546
-81
-0.4% -$8.63K 0.45% 48
2018
Q3 		$2.33M Buy
20,627
+491
+2% +$55.7K 0.48% 50
2018
Q2 		$2.1M Buy
20,136
+469
+2% +$51.4K 0.48% 47
2018
Q1 		$2.16M Buy
19,667
+340
+2% +$38.5K 0.5% 49
2017
Q4 		$2.07M Sell
19,327
-281
-1% -$28.5K 0.5% 48
2017
Q3 		$1.87M Buy
19,608
+8,225
+72% +$759K 0.48% 49
2017
Q2 		$1.04M Buy
11,383
+2,407
+27% +$208K 0.32% 55
2017
Q1 		$788K Buy
8,976
+539
+6% +$47.6K 0.27% 57
2016
Q4 		$728K Buy
8,437
+33
+0.4% +$2.52K 0.28% 56
2016
Q3 		$560K Buy
8,404
+33
+0.4% +$2.15K 0.23% 58
2016
Q2 		$520K Buy
8,371
+262
+3% +$16.4K 0.22% 56
2016
Q1 		$480K Buy
8,109
+1,283
+19% +$74.9K 0.22% 56
2015
Q4 		$451K Buy
6,826
+15
+0.2% +$977 0.24% 58
2015
Q3 		$415K Buy
+6,811
New +$446K 0.25% 53

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stokes & Hubbell Capital Management's JPM Position: Q1 2019 in Review

Stokes & Hubbell Capital Management increased its JPMorgan Chase (JPM) stake by 5.7% in Q1 2019, buying an estimated $121K and bringing the position to 21,725 shares worth $2.2M. The position accounts for 0.46% of the portfolio, ranked #52.

Stokes & Hubbell Capital Management first reported a position in JPM in Q3 2015 and has held it in 15 quarters since. The position peaked at $2.33M in Q3 2018. 2,599 funds tracked by Wall St. Rank hold JPM as of Q1 2019.

  • Stokes & Hubbell Capital Management held 21,725 shares of JPMorgan Chase worth $2.2M as of Q1 2019.
  • Stokes & Hubbell Capital Management bought 1,179 JPMorgan Chase shares in Q1 2019, an estimated $121K.
  • JPMorgan Chase made up 0.46% of Stokes & Hubbell Capital Management's portfolio in Q1 2019, its #52 holding.
  • Stokes & Hubbell Capital Management first reported a position in JPMorgan Chase in Q3 2015 and has held it in 15 quarters since.
  • Stokes & Hubbell Capital Management's JPMorgan Chase position peaked at $2.33M in Q3 2018.
  • 2,599 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2019.

Based on Stokes & Hubbell Capital Management's 13F filing for Q1 2019, filed 24 Apr 2019.