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Stratford Consulting’s JPMorgan Chase JPM Stock Holding History

Stratford Consulting’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
Q1 		$89K Sell
983
-997
-50% -$121K 0.04% 65
2019
Q4 		$276K Buy
+1,980
New +$254K 0.09% 49

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stratford Consulting's JPM Position: Q1 2020 in Review

Stratford Consulting reduced its JPMorgan Chase (JPM) stake by 50% in Q1 2020, selling an estimated $121K and leaving 983 shares worth $89K. The position accounts for 0.04% of the portfolio, ranked #65.

Stratford Consulting first reported a position in JPM in Q4 2019 and has held it in 2 quarters since. The position peaked at $276K in Q4 2019. 2,782 funds tracked by Wall St. Rank hold JPM as of Q1 2020.

  • Stratford Consulting held 983 shares of JPMorgan Chase worth $89K as of Q1 2020.
  • Stratford Consulting sold 997 JPMorgan Chase shares in Q1 2020, an estimated $121K.
  • JPMorgan Chase made up 0.04% of Stratford Consulting's portfolio in Q1 2020, its #65 holding.
  • Stratford Consulting first reported a position in JPMorgan Chase in Q4 2019 and has held it in 2 quarters since.
  • Stratford Consulting's JPMorgan Chase position peaked at $276K in Q4 2019.
  • 2,782 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2020.

Based on Stratford Consulting's 13F filing for Q1 2020, filed 11 May 2020.