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Tuscan Ridge Asset Management’s JPMorgan Chase JPM Stock Holding History

Tuscan Ridge 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
Q4 		– Sell
-20,000
Closed -$2.35M – 335
2019
Q3 		$2.35M Buy
20,000
+10,000
+100% +$1.13M 0.13% 244
2019
Q2 		$1.12M Sell
10,000
-6,800
-40% -$750K 0.09% 329
2019
Q1 		$1.7M Sell
16,800
-3,200
-16% -$330K 0.12% 222
2018
Q4 		$1.95M Buy
+20,000
New +$2.13M 0.19% 147

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

Tuscan Ridge Asset Management's JPM Position: Q3 2019 in Review

Tuscan Ridge Asset Management sold out of JPMorgan Chase (JPM) in Q3 2019, closing a stake of 4,650 shares — an estimated $526K sold.

Tuscan Ridge Asset Management first reported a position in JPM in Q1 2019 and held it in 2 quarters. The position peaked at $520K in Q2 2019. 2,609 funds tracked by Wall St. Rank hold JPM as of Q3 2019.

  • Tuscan Ridge Asset Management reported no remaining JPMorgan Chase position as of Q3 2019 after selling out during the quarter.
  • Tuscan Ridge Asset Management sold 4,650 JPMorgan Chase shares in Q3 2019, an estimated $526K.
  • Tuscan Ridge Asset Management first reported a position in JPMorgan Chase in Q1 2019 and held it in 2 quarters.
  • Tuscan Ridge Asset Management's JPMorgan Chase position peaked at $520K in Q2 2019.
  • 2,609 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2019.

Based on Tuscan Ridge Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.