Weatherstone Capital Management’s JPMorgan Chase JPM Stock Holding History

Weatherstone Capital 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
2019 Q1	$421K	Sell	4,162 -7,949	-66%	-$819K	0.45%	48
2018 Q4	$1.31M	Buy	12,111 +8,386	+225%	+$893K	0.32%	61
2018 Q3	$420K	Buy	3,725 +200	+6%	+$22.7K	0.32%	51
2018 Q2	$367K	Sell	3,525 -209	-6%	-$22.9K	0.29%	37
2018 Q1	$411K	Buy	3,734 +249	+7%	+$28.2K	0.31%	40
2017 Q4	$373K	Buy	3,485 +212	+6%	+$21.5K	0.25%	51
2017 Q3	$313K	Sell	3,273 -3,343	-51%	-$308K	0.21%	51
2017 Q2	$605K	Buy	6,616 +3,758	+131%	+$324K	0.4%	27
2017 Q1	$251K	Buy	2,858 +434	+18%	+$38.3K	0.28%	59
2016 Q4	$209K	Buy	+2,424	New	+$185K	0.14%	95

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

Weatherstone Capital Management's JPM Position: Q1 2019 in Review

Weatherstone Capital Management reduced its JPMorgan Chase (JPM) stake by 66% in Q1 2019, selling an estimated $819K and leaving 4,162 shares worth $421K. The position accounts for 0.45% of the portfolio, ranked #48.

Weatherstone Capital Management first reported a position in JPM in Q4 2016 and has held it in 10 quarters since. The position peaked at $1.31M in Q4 2018. 2,600 funds tracked by Wall St. Rank hold JPM as of Q1 2019.

Weatherstone Capital Management held 4,162 shares of JPMorgan Chase worth $421K as of Q1 2019.
Weatherstone Capital Management sold 7,949 JPMorgan Chase shares in Q1 2019, an estimated $819K.
JPMorgan Chase made up 0.45% of Weatherstone Capital Management's portfolio in Q1 2019, its #48 holding.
Weatherstone Capital Management first reported a position in JPMorgan Chase in Q4 2016 and has held it in 10 quarters since.
Weatherstone Capital Management's JPMorgan Chase position peaked at $1.31M in Q4 2018.
2,600 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2019.

Based on Weatherstone Capital Management's 13F filing for Q1 2019, filed 16 Apr 2019.