Visionary Asset Management’s JPMorgan Chase JPM Stock Holding History

Visionary 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
2018 Q4	–	Sell	-2,425	Closed	-$274K	–	199
2018 Q3	$274K	Buy	2,425 +53	+2%	+$6.02K	0.09%	221
2018 Q2	$247K	Sell	2,372 -76	-3%	-$8.34K	0.08%	213
2018 Q1	$268K	Sell	2,448 -12	-0.5%	-$1.36K	0.09%	193
2017 Q4	$263K	Sell	2,460 -141	-5%	-$14.3K	0.07%	185
2017 Q3	$248K	Sell	2,601 -247	-9%	-$22.8K	0.07%	172
2017 Q2	$260K	Buy	+2,848	New	+$246K	0.08%	164
2016 Q2	–	Sell	-4,157	Closed	-$246K	–	95
2016 Q1	$246K	Sell	4,157 -1,399	-25%	-$81.7K	0.09%	99
2015 Q4	$367K	Buy	5,556 +2,076	+60%	+$135K	0.25%	34
2015 Q3	$212K	Sell	3,480 -45,702	-93%	-$2.99M	0.15%	29
2015 Q2	$3.33M	Sell	49,182 -4,200	-8%	-$274K	1.11%	8
2015 Q1	$3.23M	Buy	53,382 +2,653	+5%	+$157K	1.02%	29
2014 Q4	$3.17M	Buy	+50,729	New	+$3.05M	1%	28
2014 Q3	–	Sell	-103	Closed	-$6K	–	236
2014 Q2	$6K	Buy	+103	New	+$5.79K	﹤0.01%	313

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

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

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

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

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

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

Visionary Asset Management's JPM Position: Q4 2018 in Review

Visionary Asset Management sold out of JPMorgan Chase (JPM) in Q4 2018, closing a stake of 2,425 shares — an estimated $274K sold.

Visionary Asset Management first reported a position in JPM in Q2 2014 and held it in 13 quarters. The position peaked at $3.33M in Q2 2015. 2,596 funds tracked by Wall St. Rank hold JPM as of Q4 2018.

Visionary Asset Management reported no remaining JPMorgan Chase position as of Q4 2018 after selling out during the quarter.
Visionary Asset Management sold 2,425 JPMorgan Chase shares in Q4 2018, an estimated $274K.
Visionary Asset Management first reported a position in JPMorgan Chase in Q2 2014 and held it in 13 quarters.
Visionary Asset Management's JPMorgan Chase position peaked at $3.33M in Q2 2015.
2,596 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.

Based on Visionary Asset Management's 13F filing for Q4 2018, filed 11 Jan 2019.