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Thor Advisors’s JPMorgan Chase JPM Stock Holding History

Thor 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
Q1 		$20K Buy
+218
New +$26.5K 1.05% 37
2019
Q4 		– Sell
-2,920
Closed -$344K – 138
2019
Q3 		$344K Buy
+2,920
New +$330K 0.39% 92

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Thor Advisors's JPM Position: Q1 2020 in Review

Thor Advisors opened a new position in JPMorgan Chase (JPM) in Q1 2020: 218 shares worth $20K. The stake represents 1.05% of the portfolio and ranks #37 among its holdings. This is a return to the name: Thor Advisors previously reported a position in JPM as recently as Q3 2019.

Thor Advisors first reported a position in JPM in Q3 2019 and has held it in 2 quarters since. The position peaked at $344K in Q3 2019. 2,783 funds tracked by Wall St. Rank hold JPM as of Q1 2020.

  • Thor Advisors held 218 shares of JPMorgan Chase worth $20K as of Q1 2020.
  • JPMorgan Chase was a new Thor Advisors position in Q1 2020.
  • JPMorgan Chase made up 1.05% of Thor Advisors's portfolio in Q1 2020, its #37 holding.
  • Thor Advisors first reported a position in JPMorgan Chase in Q3 2019 and has held it in 2 quarters since.
  • Thor Advisors's JPMorgan Chase position peaked at $344K in Q3 2019.
  • 2,783 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2020.

Based on Thor Advisors's 13F filing for Q1 2020, filed 18 May 2020.