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Suffolk Capital Management’s JPMorgan Chase JPM Stock Holding History

Suffolk 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
2018
Q4 		$6.33M Buy
64,886
+12,367
+24% +$1.32M 1.22% 41
2018
Q3 		$5.93M Sell
52,519
-4,914
-9% -$558K 0.84% 49
2018
Q2 		$5.99M Sell
57,433
-13,653
-19% -$1.5M 0.85% 48
2018
Q1 		$7.82M Sell
71,086
-3,154
-4% -$357K 1.11% 44
2017
Q4 		$7.94M Sell
74,240
-22,813
-24% -$2.31M 1.03% 42
2017
Q3 		$9.27M Sell
97,053
-584
-0.6% -$53.9K 1.22% 43
2017
Q2 		$8.92M Buy
97,637
+20,620
+27% +$1.78M 1.18% 41
2017
Q1 		$6.76M Sell
77,017
-7,883
-9% -$695K 0.9% 44
2016
Q4 		$7.33M Hold
84,900
– – 1% 42
2016
Q3 		$5.65M Buy
+84,900
New +$5.54M 0.78% 52
2016
Q2 		– Sell
-107,422
Closed -$6.36M – 149
2016
Q1 		$6.36M Buy
107,422
+3,925
+4% +$229K 0.84% 42
2015
Q4 		$6.83M Sell
103,497
-3,571
-3% -$233K 0.87% 40
2015
Q3 		$6.53M Sell
107,068
-4,914
-4% -$322K 0.87% 42
2015
Q2 		$7.59M Sell
111,982
-812
-0.7% -$53K 0.9% 41
2015
Q1 		$6.83M Sell
112,794
-8,036
-7% -$476K 0.8% 45
2014
Q4 		$7.56M Buy
120,830
+24,542
+25% +$1.48M 0.92% 37
2014
Q3 		$5.8M Sell
96,288
-18,972
-16% -$1.11M 0.72% 57
2014
Q2 		$6.64M Buy
115,260
+5,560
+5% +$313K 0.8% 46
2014
Q1 		$6.66M Buy
109,700
+7,100
+7% +$410K 0.83% 42
2013
Q4 		$6M Sell
102,600
-12,500
-11% -$685K 0.75% 50
2013
Q3 		$5.95M Buy
+115,100
New +$6.17M 0.8% 43

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Suffolk Capital Management's JPM Position: Q4 2018 in Review

Suffolk Capital Management increased its JPMorgan Chase (JPM) stake by 24% in Q4 2018, buying an estimated $1.32M and bringing the position to 64,886 shares worth $6.33M. The position accounts for 1.22% of the portfolio, ranked #41.

Suffolk Capital Management first reported a position in JPM in Q3 2013 and has held it in 21 quarters since. The position peaked at $9.27M in Q3 2017. 2,596 funds tracked by Wall St. Rank hold JPM as of Q4 2018.

  • Suffolk Capital Management held 64,886 shares of JPMorgan Chase worth $6.33M as of Q4 2018.
  • Suffolk Capital Management bought 12,367 JPMorgan Chase shares in Q4 2018, an estimated $1.32M.
  • JPMorgan Chase made up 1.22% of Suffolk Capital Management's portfolio in Q4 2018, its #41 holding.
  • Suffolk Capital Management first reported a position in JPMorgan Chase in Q3 2013 and has held it in 21 quarters since.
  • Suffolk Capital Management's JPMorgan Chase position peaked at $9.27M in Q3 2017.
  • 2,596 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.

Based on Suffolk Capital Management's 13F filing for Q4 2018, filed 23 Jan 2019.