Wells Fargo’s JPMorgan Chase JPM.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-11,398
| Closed | -$828K | – | 6850 |
|
|
2018
Q3 | $828K | Sell |
11,398
-2,160
| -16% | -$158K | ﹤0.01% | 4094 |
|
|
2018
Q2 | $860K | Sell |
13,558
-345
| -2% | -$24K | ﹤0.01% | 4105 |
|
|
2018
Q1 | $967K | Sell |
13,903
-642
| -4% | -$46.8K | ﹤0.01% | 3942 |
|
|
2017
Q4 | $966K | Buy |
14,545
+3,045
| +26% | +$183K | ﹤0.01% | 3963 |
|
|
2017
Q3 | $622K | Sell |
11,500
-1,750
| -13% | -$89.1K | ﹤0.01% | 4190 |
|
|
2017
Q2 | $666K | Buy |
13,250
+2,275
| +21% | +$103K | ﹤0.01% | 4033 |
|
|
2017
Q1 | $508K | Buy |
10,975
+2,750
| +33% | +$128K | ﹤0.01% | 4228 |
|
|
2016
Q4 | $364K | Sell |
8,225
-5,650
| -41% | -$195K | ﹤0.01% | 4415 |
|
|
2016
Q3 | $342K | Sell |
13,875
-5,300
| -28% | -$124K | ﹤0.01% | 4165 |
|
|
2016
Q2 | $389K | Sell |
19,175
-300
| -2% | -$6.24K | ﹤0.01% | 4058 |
|
|
2016
Q1 | $345K | Buy |
19,475
+1,750
| +10% | +$31.2K | ﹤0.01% | 4092 |
|
|
2015
Q4 | $420K | Buy |
17,725
+6,775
| +62% | +$157K | ﹤0.01% | 4014 |
|
|
2015
Q3 | $218K | Buy |
10,950
+3,400
| +45% | +$80.7K | ﹤0.01% | 4420 |
|
|
2015
Q2 | $186K | Sell |
7,550
-350
| -4% | -$8.51K | ﹤0.01% | 4650 |
|
|
2015
Q1 | $173K | Sell |
7,900
-4,100
| -34% | -$79.1K | ﹤0.01% | 4491 |
|
|
2014
Q4 | $250K | Sell |
12,000
-2,250
| -16% | -$43.9K | ﹤0.01% | 4319 |
|
|
2014
Q3 | $286K | Hold |
14,250
| – | – | ﹤0.01% | 4191 |
|
|
2014
Q2 | $276K | Buy |
14,250
+500
| +4% | +$9.46K | ﹤0.01% | 4224 |
|
|
2014
Q1 | $278K | Sell |
13,750
-5,850
| -30% | -$110K | ﹤0.01% | 4180 |
|
|
2013
Q4 | $380K | Sell |
19,600
-3,652
| -16% | -$63.7K | ﹤0.01% | 3940 |
|
|
2013
Q3 | $389K | Buy |
23,252
+2,684
| +13% | +$45.1K | ﹤0.01% | 3883 |
|
|
2013
Q2 | $321K | Buy |
+20,568
| New | +$301K | ﹤0.01% | 3895 |
|
Wells Fargo's JPM.WS Position: Q4 2018 in Review
Wells Fargo sold out of JPMorgan Chase (JPM.WS) in Q4 2018, closing a stake of 11,398 shares — an estimated $828K sold.
Wells Fargo first reported a position in JPM.WS in Q2 2013 and held it in 22 quarters. The position peaked at $967K in Q1 2018. 0 funds tracked by Wall St. Rank hold JPM.WS as of Q4 2018.
- Wells Fargo reported no remaining JPMorgan Chase position as of Q4 2018 after selling out during the quarter.
- Wells Fargo sold 11,398 JPMorgan Chase shares in Q4 2018, an estimated $828K.
- Wells Fargo first reported a position in JPMorgan Chase in Q2 2013 and held it in 22 quarters.
- Wells Fargo's JPMorgan Chase position peaked at $967K in Q1 2018.
- 0 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.
Based on Wells Fargo's 13F filing for Q4 2018, filed 11 Feb 2019.