Wheatland Advisors’s JPMorgan Chase JPM Stock Holding History

Wheatland Advisors’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 Q1	–	Sell	-5,447	Closed	-$759K	–	63
2019 Q4	$759K	Sell	5,447 -996	-15%	-$128K	0.97%	38
2019 Q3	$758K	Sell	6,443 -2,640	-29%	-$299K	0.69%	51
2019 Q2	$1.01M	Hold	9,083	–	–	0.77%	47
2019 Q1	$919K	Hold	9,083	–	–	0.7%	49
2018 Q4	$887K	Hold	9,083	–	–	0.77%	42
2018 Q3	$1.02M	Hold	9,083	–	–	0.77%	45
2018 Q2	$946K	Hold	9,083	–	–	0.76%	48
2018 Q1	$999K	Hold	9,083	–	–	0.82%	43
2017 Q4	$971K	Sell	9,083 -25	-0.3%	-$2.53K	0.79%	47
2017 Q3	$870K	Sell	9,108 -7	-0.1%	-$646	0.74%	45
2017 Q2	$833K	Hold	9,115	–	–	0.75%	46
2017 Q1	$801K	Hold	9,115	–	–	0.72%	50
2016 Q4	$787K	Sell	9,115 -48	-0.5%	-$3.66K	0.7%	51
2016 Q3	$610K	Hold	9,163	–	–	0.57%	57
2016 Q2	$569K	Sell	9,163 -396	-4%	-$24.7K	0.55%	55
2016 Q1	$566K	Hold	9,559	–	–	0.58%	55
2015 Q4	$631K	Hold	9,559	–	–	0.65%	53
2015 Q3	$583K	Hold	9,559	–	–	0.63%	54
2015 Q2	$648K	Hold	9,559	–	–	0.62%	57
2015 Q1	$579K	Buy	9,559 +25	+0.3%	+$1.48K	0.58%	56
2014 Q4	$597K	Hold	9,534	–	–	0.58%	56
2014 Q3	$574K	Hold	9,534	–	–	0.57%	56
2014 Q2	$549K	Hold	9,534	–	–	0.5%	62
2014 Q1	$579K	Hold	9,534	–	–	0.59%	55
2013 Q4	$558K	Buy	+9,534	New	+$522K	0.59%	54

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wheatland Advisors's JPM Position: Q1 2020 in Review

Wheatland Advisors sold out of JPMorgan Chase (JPM) in Q1 2020, closing a stake of 5,447 shares — an estimated $759K sold.

Wheatland Advisors first reported a position in JPM in Q4 2013 and held it in 25 quarters. The position peaked at $1.02M in Q3 2018. 2,783 funds tracked by Wall St. Rank hold JPM as of Q1 2020.

Wheatland Advisors reported no remaining JPMorgan Chase position as of Q1 2020 after selling out during the quarter.
Wheatland Advisors sold 5,447 JPMorgan Chase shares in Q1 2020, an estimated $759K.
Wheatland Advisors first reported a position in JPMorgan Chase in Q4 2013 and held it in 25 quarters.
Wheatland Advisors's JPMorgan Chase position peaked at $1.02M in Q3 2018.
2,783 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2020.

Based on Wheatland Advisors's 13F filing for Q1 2020, filed 8 May 2020.