WIP
JPM icon

Wellesley Investment Partners’s JPMorgan Chase JPM Stock Holding History

Wellesley Investment Partners’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 		$1.16M Sell
12,063
-639
-5% -$62.8K 0.4% 23
2020
Q2 		$1.19M Sell
12,702
-166
-1% -$15.8K 0.42% 22
2020
Q1 		$1.16M Sell
12,868
-1,357
-10% -$165K 0.46% 23
2019
Q4 		$1.98M Sell
14,225
-987
-6% -$127K 0.61% 18
2019
Q3 		$1.79M Buy
15,212
+1,558
+11% +$176K 0.59% 18
2019
Q2 		$1.53M Sell
13,654
-5,393
-28% -$595K 0.53% 19
2019
Q1 		$1.93M Sell
19,047
-1,510
-7% -$156K 0.66% 17
2018
Q4 		$2.01M Buy
20,557
+256
+1% +$27.3K 0.71% 17
2018
Q3 		$2.29M Buy
20,301
+234
+1% +$26.6K 0.75% 19
2018
Q2 		$2.09M Buy
20,067
+953
+5% +$105K 0.73% 21
2018
Q1 		$2.1M Buy
19,114
+414
+2% +$46.9K 0.76% 19
2017
Q4 		$2M Buy
18,700
+590
+3% +$59.7K 0.76% 19
2017
Q3 		$1.73M Sell
18,110
-823
-4% -$75.9K 0.71% 19
2017
Q2 		$1.73M Buy
18,933
+1,295
+7% +$112K 0.73% 19
2017
Q1 		$1.55M Sell
17,638
-571
-3% -$50.4K 0.68% 19
2016
Q4 		$1.57M Buy
18,209
+1,323
+8% +$101K 0.76% 18
2016
Q3 		$1.12M Buy
16,886
+1,009
+6% +$65.8K 0.58% 19
2016
Q2 		$986K Buy
15,877
+1,005
+7% +$62.8K 0.53% 22
2016
Q1 		$881K Buy
14,872
+1,370
+10% +$80K 0.53% 25
2015
Q4 		$891K Buy
+13,502
New +$879K 0.61% 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
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

Wellesley Investment Partners's JPM Position: Q3 2020 in Review

Wellesley Investment Partners reduced its JPMorgan Chase (JPM) stake by 5% in Q3 2020, selling an estimated $62.8K and leaving 12,063 shares worth $1.16M. The position accounts for 0.4% of the portfolio, ranked #23.

Wellesley Investment Partners first reported a position in JPM in Q4 2015 and has held it in 20 quarters since. The position peaked at $2.29M in Q3 2018. 2,826 funds tracked by Wall St. Rank hold JPM as of Q3 2020.

  • Wellesley Investment Partners held 12,063 shares of JPMorgan Chase worth $1.16M as of Q3 2020.
  • Wellesley Investment Partners sold 639 JPMorgan Chase shares in Q3 2020, an estimated $62.8K.
  • JPMorgan Chase made up 0.4% of Wellesley Investment Partners's portfolio in Q3 2020, its #23 holding.
  • Wellesley Investment Partners first reported a position in JPMorgan Chase in Q4 2015 and has held it in 20 quarters since.
  • Wellesley Investment Partners's JPMorgan Chase position peaked at $2.29M in Q3 2018.
  • 2,826 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.