Vilas Fund’s JPMorgan Chase JPM Stock Holding History

Vilas Fund’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 Q2	–	Sell	-8,000	Closed	-$810K	–	30
2019 Q1	$810K	Buy	+8,000	New	+$824K	1.13%	21

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vilas Fund's JPM Position: Q2 2019 in Review

Vilas Fund sold out of JPMorgan Chase (JPM) in Q2 2019, closing a stake of 8,000 shares — an estimated $810K sold.

Vilas Fund first reported a position in JPM in Q1 2019 and held it in 1 quarter. The position peaked at $810K in Q1 2019. 2,635 funds tracked by Wall St. Rank hold JPM as of Q2 2019.

Vilas Fund reported no remaining JPMorgan Chase position as of Q2 2019 after selling out during the quarter.
Vilas Fund sold 8,000 JPMorgan Chase shares in Q2 2019, an estimated $810K.
Vilas Fund first reported a position in JPMorgan Chase in Q1 2019 and held it in 1 quarter.
Vilas Fund's JPMorgan Chase position peaked at $810K in Q1 2019.
2,635 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2019.

Based on Vilas Fund's 13F filing for Q2 2019, filed 5 Aug 2019.