Vaughan & Co Securities’s JPMorgan Chase JPM Stock Holding History

Vaughan & Co Securities’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	–	Sell	-1,101	Closed	-$99.1K	–	111
2020 Q1	$99.1K	Hold	1,101	–	–	0.13%	59
2019 Q4	$153K	Buy	+1,101	New	+$141K	0.14%	55

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

Vaughan & Co Securities's JPM Position: Q2 2020 in Review

Vaughan & Co Securities sold out of JPMorgan Chase (JPM) in Q2 2020, closing a stake of 1,101 shares — an estimated $99.1K sold.

Vaughan & Co Securities first reported a position in JPM in Q4 2019 and held it in 2 quarters. The position peaked at $153K in Q4 2019. 2,847 funds tracked by Wall St. Rank hold JPM as of Q2 2020.

Vaughan & Co Securities reported no remaining JPMorgan Chase position as of Q2 2020 after selling out during the quarter.
Vaughan & Co Securities sold 1,101 JPMorgan Chase shares in Q2 2020, an estimated $99.1K.
Vaughan & Co Securities first reported a position in JPMorgan Chase in Q4 2019 and held it in 2 quarters.
Vaughan & Co Securities's JPMorgan Chase position peaked at $153K in Q4 2019.
2,847 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2020.

Based on Vaughan & Co Securities's 13F filing for Q2 2020, filed 10 May 2021.