Strycker View Capital’s JPMorgan Chase JPM Stock Holding History

Strycker View Capital’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	-80,939	Closed	-$7.79M	–	27
2020 Q3	$7.79M	Buy	+80,939	New	+$7.95M	6.02%	2
2019 Q1	–	Sell	-145,137	Closed	-$14.2M	–	17
2018 Q4	$14.2M	Sell	145,137 -16,440	-10%	-$1.75M	7.14%	8
2018 Q3	$18.2M	Sell	161,577 -6,221	-4%	-$706K	9.81%	7
2018 Q2	$17.5M	Buy	167,798 +67,386	+67%	+$7.39M	10.5%	5
2018 Q1	$11M	Buy	100,412 +5,958	+6%	+$675K	5.96%	7
2017 Q4	$10.1M	Sell	94,454 -31,702	-25%	-$3.21M	6.45%	9
2017 Q3	$12M	Sell	126,156 -46,372	-27%	-$4.28M	6.49%	9
2017 Q2	$15.8M	Sell	172,528 -40,000	-19%	-$3.45M	7.87%	4
2017 Q1	$18.7M	Sell	212,528 -125,000	-37%	-$11M	7.77%	5
2016 Q4	$29.1M	Buy	+337,528	New	+$25.7M	13.21%	2

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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