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Vantage Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Vantage Investment Advisors’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
2018
Q3 		$371K Buy
4,361
+1,769
+68% +$201K 0.08% 113
2018
Q2 		$270K Sell
2,592
-411
-14% -$45.1K 0.07% 123
2018
Q1 		$330K Sell
3,003
-92
-3% -$10.4K 0.08% 116
2017
Q4 		$331K Buy
3,095
+274
+10% +$27.7K 0.08% 124
2017
Q3 		$269K Sell
2,821
-199
-7% -$18.4K 0.07% 124
2017
Q2 		$266K Buy
3,020
+791
+35% +$68.3K 0.08% 118
2017
Q1 		$196K Sell
2,229
-93
-4% -$8.21K 0.06% 129
2016
Q4 		$200K Sell
2,322
-179
-7% -$13.7K 0.08% 122
2016
Q3 		$167K Sell
2,501
-2,423
-49% -$158K 0.07% 120
2016
Q2 		$302K Buy
4,924
+10
+0.2% +$625 0.13% 101
2016
Q1 		$291K Buy
4,914
+692
+16% +$40.4K 0.13% 97
2015
Q4 		$279K Buy
4,222
+279
+7% +$18.2K 0.14% 96
2015
Q3 		$240K Buy
3,943
+908
+30% +$59.5K 0.14% 105
2015
Q2 		$206K Sell
3,035
-2,410
-44% -$157K 0.11% 110
2015
Q1 		$330K Buy
5,445
+3,199
+142% +$189K 0.09% 120
2014
Q4 		$141K Sell
2,246
-545
-20% -$32.8K 0.08% 129
2014
Q3 		$168K Hold
2,791
– – 0.1% 114
2014
Q2 		$161K Buy
2,791
+208
+8% +$11.7K 0.1% 122
2014
Q1 		$157K Buy
2,583
+4
+0.2% +$231 0.1% 118
2013
Q4 		$151K Buy
+2,579
New +$141K 0.1% 115

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vantage Investment Advisors's JPM Position: Q3 2018 in Review

Vantage Investment Advisors increased its JPMorgan Chase (JPM) stake by 68% in Q3 2018, buying an estimated $201K and bringing the position to 4,361 shares worth $371K. The position accounts for 0.08% of the portfolio, ranked #113.

Vantage Investment Advisors first reported a position in JPM in Q4 2013 and has held it in 20 quarters since. 2,449 funds tracked by Wall St. Rank hold JPM as of Q3 2018.

  • Vantage Investment Advisors held 4,361 shares of JPMorgan Chase worth $371K as of Q3 2018.
  • Vantage Investment Advisors bought 1,769 JPMorgan Chase shares in Q3 2018, an estimated $201K.
  • JPMorgan Chase made up 0.08% of Vantage Investment Advisors's portfolio in Q3 2018, its #113 holding.
  • Vantage Investment Advisors first reported a position in JPMorgan Chase in Q4 2013 and has held it in 20 quarters since.
  • 2,449 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.