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Summit Equities’s JPMorgan Chase JPM Stock Holding History

Summit Equities’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
Q3 		$633K Hold
5,613
– – 0.11% 31
2018
Q2 		$585K Buy
5,613
+18
+0.3% +$1.98K 0.1% 32
2018
Q1 		$615K Hold
5,595
– – 0.11% 32
2017
Q4 		$598K Hold
5,595
– – 0.1% 31
2017
Q3 		$534K Sell
5,595
-69
-1% -$6.36K 0.1% 30
2017
Q2 		$518K Buy
+5,664
New +$489K 0.11% 27

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Summit Equities's JPM Position: Q3 2018 in Review

Summit Equities held its JPMorgan Chase (JPM) position steady in Q3 2018 at 5,613 shares worth $633K. The position accounts for 0.11% of the portfolio, ranked #31.

Summit Equities first reported a position in JPM in Q2 2017 and has held it in 6 quarters since. 2,449 funds tracked by Wall St. Rank hold JPM as of Q3 2018.

  • Summit Equities held 5,613 shares of JPMorgan Chase worth $633K as of Q3 2018.
  • Summit Equities left its JPMorgan Chase share count unchanged in Q3 2018.
  • JPMorgan Chase made up 0.11% of Summit Equities's portfolio in Q3 2018, its #31 holding.
  • Summit Equities first reported a position in JPMorgan Chase in Q2 2017 and has held it in 6 quarters since.
  • 2,449 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2018.

Based on Summit Equities's 13F filing for Q3 2018, filed 13 Nov 2018.