Tillar-Wenstrup Advisors’s JPMorgan Chase JPM Stock Holding History

Tillar-Wenstrup 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	–	Sell	-16,237	Closed	-$2.26M	–	35
2019 Q4	$2.26M	Sell	16,237 -1,343	-8%	-$172K	1.26%	26
2019 Q3	$2.07M	Sell	17,580 -772	-4%	-$87.3K	1.2%	24
2019 Q2	$2.05M	Sell	18,352 -428	-2%	-$47.2K	1.16%	26
2019 Q1	$1.9M	Sell	18,780 -758	-4%	-$78.1K	1.09%	25
2018 Q4	$1.91M	Sell	19,538 -857	-4%	-$91.3K	1.26%	26
2018 Q3	$2.3M	Sell	20,395 -796	-4%	-$90.4K	1.25%	28
2018 Q2	$2.21M	Sell	21,191 -700	-3%	-$76.8K	1.23%	33
2018 Q1	$2.41M	Sell	21,891 -1,399	-6%	-$158K	1.4%	25
2017 Q4	$2.49M	Sell	23,290 -499	-2%	-$50.5K	1.94%	22
2017 Q3	$2.27M	Sell	23,789 -616	-3%	-$56.8K	1.73%	30
2017 Q2	$2.23M	Buy	+24,405	New	+$2.11M	1.74%	31

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

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

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

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

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

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

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

Tillar-Wenstrup Advisors's JPM Position: Q1 2020 in Review

Tillar-Wenstrup Advisors sold out of JPMorgan Chase (JPM) in Q1 2020, closing a stake of 16,237 shares — an estimated $2.26M sold.

Tillar-Wenstrup Advisors first reported a position in JPM in Q2 2017 and held it in 11 quarters. The position peaked at $2.49M in Q4 2017. 2,783 funds tracked by Wall St. Rank hold JPM as of Q1 2020.

Tillar-Wenstrup Advisors reported no remaining JPMorgan Chase position as of Q1 2020 after selling out during the quarter.
Tillar-Wenstrup Advisors sold 16,237 JPMorgan Chase shares in Q1 2020, an estimated $2.26M.
Tillar-Wenstrup Advisors first reported a position in JPMorgan Chase in Q2 2017 and held it in 11 quarters.
Tillar-Wenstrup Advisors's JPMorgan Chase position peaked at $2.49M in Q4 2017.
2,783 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2020.

Based on Tillar-Wenstrup Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.