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	-20,700	Closed	-$2.44M	–	336
2019 Q3	$2.44M	Sell	20,700 -24,300	-54%	-$2.75M	0.14%	233
2019 Q2	$5.03M	Buy	45,000 +25,000	+125%	+$2.76M	0.39%	55
2019 Q1	$2.02M	Sell	20,000 -10,000	-33%	-$1.03M	0.15%	185
2018 Q4	$2.93M	Buy	+30,000	New	+$3.2M	0.29%	96

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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. 2,608 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.
2,608 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.