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Torch Wealth Management’s JPMorgan Chase JPM Stock Holding History

Torch Wealth 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
Q4 		$3.8M Sell
27,250
-907
-3% -$116K 2.1% 8
2019
Q3 		$3.31M Sell
28,157
-373
-1% -$42.2K 1.96% 9
2019
Q2 		$3.19M Sell
28,530
-48
-0.2% -$5.29K 1.91% 9
2019
Q1 		$2.89M Buy
28,578
+751
+3% +$77.4K 1.79% 11
2018
Q4 		$2.72M Buy
27,827
+52
+0.2% +$5.54K 1.95% 11
2018
Q3 		$3.13M Buy
27,775
+401
+1% +$45.5K 1.88% 10
2018
Q2 		$2.85M Buy
27,374
+451
+2% +$49.5K 1.79% 12
2018
Q1 		$2.96M Sell
26,923
-9,084
-25% -$1.03M 1.92% 10
2017
Q4 		$3.85M Buy
36,007
+536
+2% +$54.3K 2.35% 5
2017
Q3 		$3.39M Sell
35,471
-99
-0.3% -$9.13K 2.22% 5
2017
Q2 		$3.25M Sell
35,570
-1,073
-3% -$92.6K 2.24% 5
2017
Q1 		$3.22M Sell
36,643
-2,749
-7% -$243K 2.15% 8
2016
Q4 		$3.4M Sell
39,392
-2,699
-6% -$206K 2.4% 5
2016
Q3 		$2.8M Sell
42,091
-923
-2% -$60.2K 2.04% 11
2016
Q2 		$2.67M Buy
43,014
+1,101
+3% +$68.8K 1.95% 10
2016
Q1 		$2.48M Sell
41,913
-98
-0.2% -$5.72K 1.87% 14
2015
Q4 		$2.77M Buy
42,011
+2
+0% +$130 2.03% 11
2015
Q3 		$2.56M Sell
42,009
-499
-1% -$32.7K 1.97% 11
2015
Q2 		$2.88M Buy
42,508
+2,252
+6% +$147K 2% 9
2015
Q1 		$2.44M Buy
40,256
+251
+0.6% +$14.9K 1.89% 16
2014
Q4 		$2.5M Buy
40,005
+1,851
+5% +$111K 1.92% 15
2014
Q3 		$2.3M Sell
38,154
-2,048
-5% -$120K 1.68% 16
2014
Q2 		$2.32M Buy
40,202
+201
+0.5% +$11.3K 1.57% 18
2014
Q1 		$2.43M Buy
40,001
+2,201
+6% +$127K 1.76% 15
2013
Q4 		$2.21M Buy
+37,800
New +$2.07M 1.69% 14

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Torch Wealth Management's JPM Position: Q4 2019 in Review

Torch Wealth Management reduced its JPMorgan Chase (JPM) stake by 3.2% in Q4 2019, selling an estimated $116K and leaving 27,250 shares worth $3.8M. The position accounts for 2.1% of the portfolio, ranked #8.

Torch Wealth Management first reported a position in JPM in Q4 2013 and has held it in 25 quarters since. The position peaked at $3.85M in Q4 2017. 2,892 funds tracked by Wall St. Rank hold JPM as of Q4 2019.

  • Torch Wealth Management held 27,250 shares of JPMorgan Chase worth $3.8M as of Q4 2019.
  • Torch Wealth Management sold 907 JPMorgan Chase shares in Q4 2019, an estimated $116K.
  • JPMorgan Chase made up 2.1% of Torch Wealth Management's portfolio in Q4 2019, its #8 holding.
  • Torch Wealth Management first reported a position in JPMorgan Chase in Q4 2013 and has held it in 25 quarters since.
  • Torch Wealth Management's JPMorgan Chase position peaked at $3.85M in Q4 2017.
  • 2,892 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.