Tiverton Asset Management’s JPMorgan Chase JPM Stock Holding History

Tiverton 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 Q3	$31.3M	Buy	265,830 +10,793	+4%	+$1.22M	1.09%	14
2019 Q2	$28.5M	Buy	255,037 +73,874	+41%	+$8.15M	1.02%	18
2019 Q1	$18.3M	Buy	181,163 +74,847	+70%	+$7.71M	0.8%	26
2018 Q4	$10.4M	Sell	106,316 -2,500	-2%	-$266K	0.62%	42
2018 Q3	$12.3M	Sell	108,816 -1,386	-1%	-$157K	0.6%	45
2018 Q2	$11.5M	Buy	110,202 +57,867	+111%	+$6.35M	0.58%	43
2018 Q1	$5.75M	Buy	52,335 +15,392	+42%	+$1.74M	0.4%	69
2017 Q4	$3.95M	Buy	+36,943	New	+$3.74M	0.25%	94
2017 Q1	–	Sell	-34,581	Closed	-$2.98M	–	194
2016 Q4	$2.98M	Buy	+34,581	New	+$2.64M	0.18%	138

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Tiverton Asset Management's JPM Position: Q3 2019 in Review

Tiverton Asset Management increased its JPMorgan Chase (JPM) stake by 4.2% in Q3 2019, buying an estimated $1.22M and bringing the position to 265,830 shares worth $31.3M. The position accounts for 1.09% of the portfolio, ranked #14.

Tiverton Asset Management first reported a position in JPM in Q4 2016 and has held it in 9 quarters since. 2,609 funds tracked by Wall St. Rank hold JPM as of Q3 2019.

Tiverton Asset Management held 265,830 shares of JPMorgan Chase worth $31.3M as of Q3 2019.
Tiverton Asset Management bought 10,793 JPMorgan Chase shares in Q3 2019, an estimated $1.22M.
JPMorgan Chase made up 1.09% of Tiverton Asset Management's portfolio in Q3 2019, its #14 holding.
Tiverton Asset Management first reported a position in JPMorgan Chase in Q4 2016 and has held it in 9 quarters since.
2,609 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2019.

Based on Tiverton Asset Management's 13F filing for Q3 2019, filed 13 Nov 2019.