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Sullivan, Bruyette, Speros & Blaney’s JPMorgan Chase JPM Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
2021
Q1 		$5.13M Sell
33,678
-1,006
-3% -$145K 0.23% 34
2020
Q4 		$4.41M Buy
34,684
+199
+0.6% +$22.2K 0.21% 36
2020
Q3 		$3.32M Buy
34,485
+2,795
+9% +$274K 0.18% 38
2020
Q2 		$2.98M Sell
31,690
-1,259
-4% -$119K 0.18% 37
2020
Q1 		$2.97M Buy
32,949
+1,953
+6% +$237K 0.21% 35
2019
Q4 		$4.32M Buy
30,996
+4,185
+16% +$537K 0.24% 30
2019
Q3 		$3.15M Buy
26,811
+233
+0.9% +$26.4K 0.19% 35
2019
Q2 		$2.97M Buy
26,578
+887
+3% +$97.8K 0.18% 35
2019
Q1 		$2.6M Buy
25,691
+2,594
+11% +$267K 0.16% 37
2018
Q4 		$2.25M Buy
23,097
+1,662
+8% +$177K 0.15% 37
2018
Q3 		$2.42M Buy
21,435
+177
+0.8% +$20.1K 0.22% 21
2018
Q2 		$2.21M Buy
21,258
+100
+0.5% +$11K 0.21% 21
2018
Q1 		$2.33M Buy
21,158
+631
+3% +$71.4K 0.23% 21
2017
Q4 		$2.19M Buy
20,527
+25
+0.1% +$2.53K 0.21% 23
2017
Q3 		$1.96M Buy
20,502
+215
+1% +$19.8K 0.19% 27
2017
Q2 		$1.85M Buy
20,287
+1,785
+10% +$154K 0.19% 29
2017
Q1 		$1.63M Buy
18,502
+382
+2% +$33.7K 0.16% 31
2016
Q4 		$1.56M Buy
18,120
+1,092
+6% +$83.3K 0.16% 32
2016
Q3 		$1.13M Sell
17,028
-12
-0.1% -$782 0.11% 42
2016
Q2 		$1.06M Buy
+17,040
New +$1.06M 0.11% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Sullivan, Bruyette, Speros & Blaney's JPM Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney reduced its JPMorgan Chase (JPM) stake by 2.9% in Q1 2021, selling an estimated $145K and leaving 33,678 shares worth $5.13M. The position accounts for 0.23% of the portfolio, ranked #34.

Sullivan, Bruyette, Speros & Blaney first reported a position in JPM in Q2 2016 and has held it in 20 quarters since. 3,214 funds tracked by Wall St. Rank hold JPM as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 33,678 shares of JPMorgan Chase worth $5.13M as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney sold 1,006 JPMorgan Chase shares in Q1 2021, an estimated $145K.
  • JPMorgan Chase made up 0.23% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #34 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in JPMorgan Chase in Q2 2016 and has held it in 20 quarters since.
  • 3,214 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.