Tradition Asset Management’s JPMorgan Chase JPM Stock Holding History

Tradition 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
2020 Q2	$6M	Buy	63,740 +205	+0.3%	+$19.4K	1.71%	12
2020 Q1	$5.72M	Sell	63,535 -3,091	-5%	-$376K	1.91%	8
2019 Q4	$9.29M	Sell	66,626 -3,884	-6%	-$498K	2.26%	8
2019 Q3	$8.3M	Sell	70,510 -40	-0.1%	-$4.52K	2.15%	6
2019 Q2	$7.89M	Buy	+70,550	New	+$7.78M	2.05%	7

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tradition Asset Management's JPM Position: Q2 2020 in Review

Tradition Asset Management increased its JPMorgan Chase (JPM) stake by 0.32% in Q2 2020, buying an estimated $19.4K and bringing the position to 63,740 shares worth $6M. The position accounts for 1.71% of the portfolio, ranked #12.

Tradition Asset Management first reported a position in JPM in Q2 2019 and has held it in 5 quarters since. The position peaked at $9.29M in Q4 2019. 2,847 funds tracked by Wall St. Rank hold JPM as of Q2 2020.

Tradition Asset Management held 63,740 shares of JPMorgan Chase worth $6M as of Q2 2020.
Tradition Asset Management bought 205 JPMorgan Chase shares in Q2 2020, an estimated $19.4K.
JPMorgan Chase made up 1.71% of Tradition Asset Management's portfolio in Q2 2020, its #12 holding.
Tradition Asset Management first reported a position in JPMorgan Chase in Q2 2019 and has held it in 5 quarters since.
Tradition Asset Management's JPMorgan Chase position peaked at $9.29M in Q4 2019.
2,847 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2020.

Based on Tradition Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.