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WealthTrust-Arizona’s JPMorgan Chase JPM Stock Holding History

WealthTrust-Arizona’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 		$1.77M Buy
18,179
+409
+2% +$43.6K 1.03% 16
2018
Q3 		$2M Buy
17,770
+154
+0.9% +$17.5K 0.96% 17
2018
Q2 		$1.84M Sell
17,616
-105
-0.6% -$11.5K 0.95% 17
2018
Q1 		$1.95M Buy
17,721
+85
+0.5% +$9.62K 1.03% 15
2017
Q4 		$1.89M Sell
17,636
-120
-0.7% -$12.2K 0.93% 15
2017
Q3 		$1.7M Buy
17,756
+12
+0.1% +$1.11K 0.86% 15
2017
Q2 		$1.62M Sell
17,744
-242
-1% -$20.9K 0.84% 15
2017
Q1 		$1.58M Sell
17,986
-81
-0.4% -$7.15K 0.85% 16
2016
Q4 		$1.56M Sell
18,067
-1,653
-8% -$126K 0.9% 13
2016
Q3 		$1.31M Sell
19,720
-674
-3% -$43.9K 0.79% 12
2016
Q2 		$1.27M Buy
20,394
+2,299
+13% +$144K 0.78% 12
2016
Q1 		$1.07M Sell
18,095
-407
-2% -$23.8K 0.68% 17
2015
Q4 		$1.22M Sell
18,502
-705
-4% -$45.9K 0.74% 17
2015
Q3 		$1.17M Hold
19,207
– – 0.73% 18
2015
Q2 		$1.3M Sell
19,207
-38
-0.2% -$2.48K 0.78% 16
2015
Q1 		$1.17M Buy
19,245
+1,144
+6% +$67.7K 0.71% 18
2014
Q4 		$1.13M Buy
18,101
+90
+0.5% +$5.42K 0.95% 21
2014
Q3 		$1.08M Sell
18,011
-410
-2% -$24K 1.2% 26
2014
Q2 		$1.06M Sell
18,421
-2,885
-14% -$162K 1.13% 25
2014
Q1 		$1.29M Buy
21,306
+1,102
+5% +$63.7K 1.46% 22
2013
Q4 		$1.18M Buy
20,204
+2,100
+12% +$115K 1.38% 23
2013
Q3 		$936K Buy
18,104
+133
+0.7% +$7.13K 1.18% 25
2013
Q2 		$949K Buy
+17,971
New +$914K 1.28% 21

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WealthTrust-Arizona's JPM Position: Q4 2018 in Review

WealthTrust-Arizona increased its JPMorgan Chase (JPM) stake by 2.3% in Q4 2018, buying an estimated $43.6K and bringing the position to 18,179 shares worth $1.77M. The position accounts for 1.03% of the portfolio, ranked #16.

WealthTrust-Arizona first reported a position in JPM in Q2 2013 and has held it in 23 quarters since. The position peaked at $2M in Q3 2018. 2,596 funds tracked by Wall St. Rank hold JPM as of Q4 2018.

  • WealthTrust-Arizona held 18,179 shares of JPMorgan Chase worth $1.77M as of Q4 2018.
  • WealthTrust-Arizona bought 409 JPMorgan Chase shares in Q4 2018, an estimated $43.6K.
  • JPMorgan Chase made up 1.03% of WealthTrust-Arizona's portfolio in Q4 2018, its #16 holding.
  • WealthTrust-Arizona first reported a position in JPMorgan Chase in Q2 2013 and has held it in 23 quarters since.
  • WealthTrust-Arizona's JPMorgan Chase position peaked at $2M in Q3 2018.
  • 2,596 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.