Watermark Asset Management’s JPMorgan Chase JPM Stock Holding History

Watermark 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	$33K	Hold	339	–	–	0.02%	110
2018 Q3	$38K	Hold	339	–	–	0.02%	106
2018 Q2	$35K	Hold	339	–	–	0.01%	109
2018 Q1	$37K	Hold	339	–	–	0.02%	108
2017 Q4	$36K	Hold	339	–	–	0.02%	115
2017 Q3	$32K	Hold	339	–	–	0.01%	116
2017 Q2	$31K	Hold	339	–	–	0.01%	117
2017 Q1	$30K	Buy	+339	New	+$29.9K	0.01%	117

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

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

Watermark Asset Management held its JPMorgan Chase (JPM) position steady in Q4 2018 at 339 shares worth $33K. The position accounts for 0.02% of the portfolio, ranked #110.

Watermark Asset Management first reported a position in JPM in Q1 2017 and has held it in 8 quarters since. The position peaked at $38K in Q3 2018. 2,596 funds tracked by Wall St. Rank hold JPM as of Q4 2018.

Watermark Asset Management held 339 shares of JPMorgan Chase worth $33K as of Q4 2018.
Watermark Asset Management left its JPMorgan Chase share count unchanged in Q4 2018.
JPMorgan Chase made up 0.02% of Watermark Asset Management's portfolio in Q4 2018, its #110 holding.
Watermark Asset Management first reported a position in JPMorgan Chase in Q1 2017 and has held it in 8 quarters since.
Watermark Asset Management's JPMorgan Chase position peaked at $38K in Q3 2018.
2,596 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.

Based on Watermark Asset Management's 13F filing for Q4 2018, filed 14 Jan 2019.