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Tradition Capital Management’s JPMorgan Chase JPM Stock Holding History

Tradition Capital 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
Q1 		$7.39M Buy
73,044
+4,448
+6% +$458K 2.01% 8
2018
Q4 		$6.7M Buy
68,596
+3,470
+5% +$370K 2.09% 7
2018
Q3 		$7.35M Sell
65,126
-550
-0.8% -$62.4K 1.92% 7
2018
Q2 		$6.84M Sell
65,676
-741
-1% -$81.3K 1.94% 7
2018
Q1 		$7.3M Buy
66,417
+1,377
+2% +$156K 2.09% 4
2017
Q4 		$6.96M Sell
65,040
-1,014
-2% -$103K 1.89% 8
2017
Q3 		$6.31M Buy
66,054
+783
+1% +$72.2K 2.04% 11
2017
Q2 		$5.97M Sell
65,271
-600
-0.9% -$51.8K 1.98% 8
2017
Q1 		$5.79M Sell
65,871
-2,455
-4% -$217K 1.89% 11
2016
Q4 		$5.89M Sell
68,326
-28,212
-29% -$2.15M 1.97% 10
2016
Q3 		$6.43M Sell
96,538
-5,868
-6% -$383K 2.25% 6
2016
Q2 		$6.36M Sell
102,406
-18,911
-16% -$1.18M 2.13% 9
2016
Q1 		$7.18M Sell
121,317
-6,905
-5% -$403K 2.38% 5
2015
Q4 		$8.47M Sell
128,222
-7,370
-5% -$480K 2.86% 2
2015
Q3 		$8.27M Sell
135,592
-1,359
-1% -$89K 3.05% 1
2015
Q2 		$9.28M Buy
136,951
+3,806
+3% +$248K 3.02% 1
2015
Q1 		$8.06M Buy
133,145
+750
+0.6% +$44.4K 2.61% 2
2014
Q4 		$8.29M Buy
132,395
+332
+0.3% +$20K 2.63% 2
2014
Q3 		$7.96M Buy
132,063
+4,672
+4% +$273K 2.55% 4
2014
Q2 		$7.34M Buy
127,391
+3,438
+3% +$193K 2.31% 5
2014
Q1 		$7.53M Buy
123,953
+582
+0.5% +$33.6K 2.44% 3
2013
Q4 		$7.21M Buy
123,371
+23,339
+23% +$1.28M 2.36% 3
2013
Q3 		$5.17M Buy
100,032
+1,621
+2% +$86.9K 1.83% 9
2013
Q2 		$5.2M Buy
+98,411
New +$5M 1.92% 10

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

Tradition Capital Management's JPM Position: Q1 2019 in Review

Tradition Capital Management increased its JPMorgan Chase (JPM) stake by 6.5% in Q1 2019, buying an estimated $458K and bringing the position to 73,044 shares worth $7.39M. The position accounts for 2.01% of the portfolio, ranked #8.

Tradition Capital Management first reported a position in JPM in Q2 2013 and has held it in 24 quarters since. The position peaked at $9.28M in Q2 2015. 2,599 funds tracked by Wall St. Rank hold JPM as of Q1 2019.

  • Tradition Capital Management held 73,044 shares of JPMorgan Chase worth $7.39M as of Q1 2019.
  • Tradition Capital Management bought 4,448 JPMorgan Chase shares in Q1 2019, an estimated $458K.
  • JPMorgan Chase made up 2.01% of Tradition Capital Management's portfolio in Q1 2019, its #8 holding.
  • Tradition Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 24 quarters since.
  • Tradition Capital Management's JPMorgan Chase position peaked at $9.28M in Q2 2015.
  • 2,599 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2019.

Based on Tradition Capital Management's 13F filing for Q1 2019, filed 7 May 2019.