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Sunflower Bank Wealth Management’s JPMorgan Chase JPM Stock Holding History

Sunflower Bank Wealth 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
2020
Q3 		$379K Sell
3,939
-900
-19% -$88.4K 0.13% 88
2020
Q2 		$455K Hold
4,839
– – 0.15% 80
2020
Q1 		$436K Sell
4,839
-300
-6% -$36.4K 0.17% 77
2019
Q4 		$716K Sell
5,139
-775
-13% -$99.4K 0.22% 68
2019
Q3 		$696K Hold
5,914
– – 0.22% 71
2019
Q2 		$661K Hold
5,914
– – 0.21% 75
2019
Q1 		$599K Hold
5,914
– – 0.18% 80
2018
Q4 		$577K Hold
5,914
– – 0.18% 79
2018
Q3 		$667K Sell
5,914
-1,220
-17% -$138K 0.19% 80
2018
Q2 		$743K Sell
7,134
-129
-2% -$14.2K 0.22% 72
2018
Q1 		$799K Hold
7,263
– – 0.22% 69
2017
Q4 		$776K Hold
7,263
– – 0.21% 68
2017
Q3 		$694K Sell
7,263
-8,000
-52% -$738K 0.25% 50
2017
Q2 		$1.4M Hold
15,263
– – 0.47% 39
2017
Q1 		$1.34M Hold
15,263
– – 0.46% 39
2016
Q4 		$1.32M Sell
15,263
-500
-3% -$38.1K 0.47% 39
2016
Q3 		$1.05M Hold
15,763
– – 0.38% 44
2016
Q2 		$979K Buy
15,763
+115
+0.7% +$7.18K 0.34% 47
2016
Q1 		$926K Sell
15,648
-180
-1% -$10.5K 0.33% 47
2015
Q4 		$1.04M Sell
15,828
-220
-1% -$14.3K 0.37% 45
2015
Q3 		$978K Hold
16,048
– – 0.36% 42
2015
Q2 		$1.09M Sell
16,048
-300
-2% -$19.6K 0.37% 46
2015
Q1 		$990K Sell
16,348
-1,360
-8% -$80.5K 0.33% 51
2014
Q4 		$1.11M Sell
17,708
-236
-1% -$14.2K 0.35% 49
2014
Q3 		$1.08M Buy
17,944
+1,430
+9% +$83.6K 0.37% 47
2014
Q2 		$952K Buy
16,514
+2,014
+14% +$113K 0.39% 51
2014
Q1 		$880K Hold
14,500
– – 0.43% 46
2013
Q4 		$848K Buy
14,500
+1,761
+14% +$96.5K 0.43% 44
2013
Q3 		$658K Buy
12,739
+459
+4% +$24.6K 0.36% 49
2013
Q2 		$648K Buy
+12,280
New +$624K 0.35% 46

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sunflower Bank Wealth Management's JPM Position: Q3 2020 in Review

Sunflower Bank Wealth Management reduced its JPMorgan Chase (JPM) stake by 19% in Q3 2020, selling an estimated $88.4K and leaving 3,939 shares worth $379K. The position accounts for 0.13% of the portfolio, ranked #88.

Sunflower Bank Wealth Management first reported a position in JPM in Q2 2013 and has held it in 30 quarters since. The position peaked at $1.4M in Q2 2017. 2,826 funds tracked by Wall St. Rank hold JPM as of Q3 2020.

  • Sunflower Bank Wealth Management held 3,939 shares of JPMorgan Chase worth $379K as of Q3 2020.
  • Sunflower Bank Wealth Management sold 900 JPMorgan Chase shares in Q3 2020, an estimated $88.4K.
  • JPMorgan Chase made up 0.13% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #88 holding.
  • Sunflower Bank Wealth Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 30 quarters since.
  • Sunflower Bank Wealth Management's JPMorgan Chase position peaked at $1.4M in Q2 2017.
  • 2,826 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.