Symphony Asset Management’s JPMorgan Chase JPM Stock Holding History

Symphony Asset 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 Q1	–	Sell	-4,796	Closed	-$468K	–	194
2018 Q4	$468K	Buy	+4,796	New	+$511K	0.14%	86
2018 Q3	–	Sell	-28,311	Closed	-$3.11M	–	244
2018 Q2	$3.11M	Sell	28,311 -7,030	-20%	-$771K	0.62%	29
2018 Q1	$3.89M	Buy	35,341 +5,422	+18%	+$614K	0.5%	45
2017 Q4	$3.2M	Buy	29,919 +6,346	+27%	+$643K	0.33%	71
2017 Q3	$2.25M	Buy	23,573 +9,368	+66%	+$864K	0.25%	94
2017 Q2	$1.3M	Buy	+14,205	New	+$1.23M	0.15%	154
2013 Q3	–	Sell	-7,632	Closed	-$403K	–	373
2013 Q2	$403K	Buy	+7,632	New	+$388K	0.04%	322

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Symphony Asset Management's JPM Position: Q1 2019 in Review

Symphony Asset Management sold out of JPMorgan Chase (JPM) in Q1 2019, closing a stake of 4,796 shares — an estimated $468K sold.

Symphony Asset Management first reported a position in JPM in Q2 2013 and held it in 7 quarters. The position peaked at $3.89M in Q1 2018. 2,599 funds tracked by Wall St. Rank hold JPM as of Q1 2019.

Symphony Asset Management reported no remaining JPMorgan Chase position as of Q1 2019 after selling out during the quarter.
Symphony Asset Management sold 4,796 JPMorgan Chase shares in Q1 2019, an estimated $468K.
Symphony Asset Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 7 quarters.
Symphony Asset Management's JPMorgan Chase position peaked at $3.89M in Q1 2018.
2,599 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2019.

Based on Symphony Asset Management's 13F filing for Q1 2019, filed 14 May 2019.