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TCG Advisors’s JPMorgan Chase JPM Stock Holding History

TCG Advisors’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 		– Sell
-19,995
Closed -$1.88M – 69
2020
Q2 		$1.88M Buy
19,995
+4,886
+32% +$464K 1.04% 30
2020
Q1 		$1.36M Sell
15,109
-9,700
-39% -$1.18M 1.12% 26
2019
Q4 		$3.46M Buy
24,809
+1,088
+5% +$140K 2.07% 9
2019
Q3 		$2.79M Buy
23,721
+11,548
+95% +$1.31M 2.01% 10
2019
Q2 		$1.39M Buy
12,173
+222
+2% +$24.5K 1.27% 18
2019
Q1 		$1.21M Buy
11,951
+4,691
+65% +$483K 1.1% 18
2018
Q4 		$709K Buy
+7,260
New +$774K 0.72% 37

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCG Advisors's JPM Position: Q3 2020 in Review

TCG Advisors sold out of JPMorgan Chase (JPM) in Q3 2020, closing a stake of 19,995 shares — an estimated $1.88M sold.

TCG Advisors first reported a position in JPM in Q4 2018 and held it in 7 quarters. The position peaked at $3.46M in Q4 2019. 2,827 funds tracked by Wall St. Rank hold JPM as of Q3 2020.

  • TCG Advisors reported no remaining JPMorgan Chase position as of Q3 2020 after selling out during the quarter.
  • TCG Advisors sold 19,995 JPMorgan Chase shares in Q3 2020, an estimated $1.88M.
  • TCG Advisors first reported a position in JPMorgan Chase in Q4 2018 and held it in 7 quarters.
  • TCG Advisors's JPMorgan Chase position peaked at $3.46M in Q4 2019.
  • 2,827 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2020.

Based on TCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.