WR
JPM icon

Watson Rebecca’s JPMorgan Chase JPM Stock Holding History

Watson Rebecca’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
Q3 		$275K Hold
2,859
– – 0.16% 66
2020
Q2 		$269K Sell
2,859
-68
-2% -$6.45K 0.16% 62
2020
Q1 		$256K Hold
2,927
– – 0.18% 64
2019
Q4 		$408K Buy
+2,927
New +$375K 0.25% 55

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Watson Rebecca's JPM Position: Q3 2020 in Review

Watson Rebecca held its JPMorgan Chase (JPM) position steady in Q3 2020 at 2,859 shares worth $275K. The position accounts for 0.16% of the portfolio, ranked #66.

Watson Rebecca first reported a position in JPM in Q4 2019 and has held it in 4 quarters since. The position peaked at $408K in Q4 2019. 2,826 funds tracked by Wall St. Rank hold JPM as of Q3 2020.

  • Watson Rebecca held 2,859 shares of JPMorgan Chase worth $275K as of Q3 2020.
  • Watson Rebecca left its JPMorgan Chase share count unchanged in Q3 2020.
  • JPMorgan Chase made up 0.16% of Watson Rebecca's portfolio in Q3 2020, its #66 holding.
  • Watson Rebecca first reported a position in JPMorgan Chase in Q4 2019 and has held it in 4 quarters since.
  • Watson Rebecca's JPMorgan Chase position peaked at $408K in Q4 2019.
  • 2,826 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.