Swift Run Capital Management’s JPMorgan Chase JPM Stock Holding History

Swift Run 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
2019 Q4	–	Sell	-2,315	Closed	-$272K	–	38
2019 Q3	$272K	Hold	2,315	–	–	0.25%	31
2019 Q2	$259K	Hold	2,315	–	–	0.24%	33
2019 Q1	$234K	Hold	2,315	–	–	0.22%	34
2018 Q4	$226K	Hold	2,315	–	–	0.24%	32
2018 Q3	$261K	Hold	2,315	–	–	0.23%	33
2018 Q2	$241K	Hold	2,315	–	–	0.21%	35
2018 Q1	$255K	Hold	2,315	–	–	0.18%	44
2017 Q4	$248K	Sell	2,315 -124	-5%	-$12.6K	0.15%	42
2017 Q3	$233K	Hold	2,439	–	–	0.12%	50
2017 Q2	$223K	Hold	2,439	–	–	0.13%	47
2017 Q1	$214K	Sell	2,439 -62	-2%	-$5.47K	0.13%	47
2016 Q4	$216K	Buy	+2,501	New	+$191K	0.13%	49

Other funds holding JPM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Swift Run Capital Management's JPM Position: Q4 2019 in Review

Swift Run Capital Management sold out of JPMorgan Chase (JPM) in Q4 2019, closing a stake of 2,315 shares — an estimated $272K sold.

Swift Run Capital Management first reported a position in JPM in Q4 2016 and held it in 12 quarters. The position peaked at $272K in Q3 2019. 2,891 funds tracked by Wall St. Rank hold JPM as of Q4 2019.

Swift Run Capital Management reported no remaining JPMorgan Chase position as of Q4 2019 after selling out during the quarter.
Swift Run Capital Management sold 2,315 JPMorgan Chase shares in Q4 2019, an estimated $272K.
Swift Run Capital Management first reported a position in JPMorgan Chase in Q4 2016 and held it in 12 quarters.
Swift Run Capital Management's JPMorgan Chase position peaked at $272K in Q3 2019.
2,891 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2019.

Based on Swift Run Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.