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TLP Group’s JPMorgan Chase JPM Stock Holding History

TLP Group’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
-2,224
Closed -$229K – 31
2018
Q4 		$229K Sell
2,224
-1,052
-32% -$112K 0.84% 27
2018
Q3 		$370K Sell
3,276
-1
-0% -$114 0.58% 27
2018
Q2 		$341K Hold
3,277
– – 0.52% 31
2018
Q1 		$360K Sell
3,277
-848
-21% -$96K 0.25% 85
2017
Q4 		$441K Sell
4,125
-1,299
-24% -$132K 0.31% 24
2017
Q3 		$518K Buy
5,424
+3,079
+131% +$284K 0.33% 16
2017
Q2 		$214K Sell
2,345
-5,995
-72% -$517K 0.2% 172
2017
Q1 		$733K Sell
8,340
-1,200
-13% -$106K 0.5% 19
2016
Q4 		$823K Sell
9,540
-3,638
-28% -$277K 0.82% 7
2016
Q3 		$878K Buy
13,178
+4,388
+50% +$286K 0.93% 4
2016
Q2 		$546K Sell
8,790
-16,200
-65% -$1.01M 0.37% 141
2016
Q1 		$1.48M Buy
+24,990
New +$1.46M 0.9% 2

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TLP Group's JPM Position: Q1 2019 in Review

TLP Group sold out of JPMorgan Chase (JPM) in Q1 2019, closing a stake of 2,224 shares — an estimated $229K sold.

TLP Group first reported a position in JPM in Q1 2016 and held it in 12 quarters. The position peaked at $1.48M in Q1 2016. 2,599 funds tracked by Wall St. Rank hold JPM as of Q1 2019.

  • TLP Group reported no remaining JPMorgan Chase position as of Q1 2019 after selling out during the quarter.
  • TLP Group sold 2,224 JPMorgan Chase shares in Q1 2019, an estimated $229K.
  • TLP Group first reported a position in JPMorgan Chase in Q1 2016 and held it in 12 quarters.
  • TLP Group's JPMorgan Chase position peaked at $1.48M in Q1 2016.
  • 2,599 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2019.

Based on TLP Group's 13F filing for Q1 2019, filed 1 May 2019.