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Whitnell & Co’s JPMorgan Chase JPM Stock Holding History

Whitnell & Co’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
Q4 		$3.28M Sell
23,559
-12
-0.1% -$1.54K 1.01% 34
2019
Q3 		$2.77M Buy
23,571
+15,257
+184% +$1.73M 0.93% 35
2019
Q2 		$930K Sell
8,314
-567
-6% -$62.5K 0.35% 74
2019
Q1 		$899K Buy
8,881
+803
+10% +$82.7K 0.35% 75
2018
Q4 		$789K Sell
8,078
-70
-0.9% -$7.46K 0.35% 70
2018
Q3 		$919K Buy
8,148
+2
+0% +$227 0.36% 68
2018
Q2 		$849K Sell
8,146
-98
-1% -$10.8K 0.35% 69
2018
Q1 		$907K Buy
8,244
+570
+7% +$64.5K 0.38% 68
2017
Q4 		$821K Sell
7,674
-97
-1% -$9.82K 0.34% 75
2017
Q3 		$742K Buy
7,771
+2
+0% +$184 0.32% 79
2017
Q2 		$710K Sell
7,769
-348
-4% -$30K 0.31% 82
2017
Q1 		$713K Sell
8,117
-737
-8% -$65K 0.32% 79
2016
Q4 		$764K Sell
8,854
-328
-4% -$25K 0.35% 77
2016
Q3 		$611K Buy
9,182
+3
+0% +$196 0.21% 88
2016
Q2 		$570K Buy
9,179
+3
+0% +$187 0.19% 96
2016
Q1 		$543K Sell
9,176
-972
-10% -$56.8K 0.2% 98
2015
Q4 		$670K Sell
10,148
-380
-4% -$24.7K 0.25% 88
2015
Q3 		$642K Sell
10,528
-2,127
-17% -$139K 0.25% 88
2015
Q2 		$858K Sell
12,655
-420
-3% -$27.4K 0.31% 81
2015
Q1 		$792K Sell
13,075
-2,297
-15% -$136K 0.3% 79
2014
Q4 		$962K Sell
15,372
-220
-1% -$13.2K 0.36% 74
2014
Q3 		$939K Buy
15,592
+228
+1% +$13.3K 0.37% 68
2014
Q2 		$885K Sell
15,364
-514
-3% -$28.9K 0.4% 75
2014
Q1 		$964K Sell
15,878
-97
-0.6% -$5.61K 0.45% 69
2013
Q4 		$934K Sell
15,975
-1,595
-9% -$87.4K 0.43% 72
2013
Q3 		$908K Sell
17,570
-947
-5% -$50.8K 0.45% 68
2013
Q2 		$978K Buy
+18,517
New +$941K 0.49% 65

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Whitnell & Co's JPM Position: Q4 2019 in Review

Whitnell & Co reduced its JPMorgan Chase (JPM) stake by 0.05% in Q4 2019, selling an estimated $1.54K and leaving 23,559 shares worth $3.28M. The position accounts for 1.01% of the portfolio, ranked #34.

Whitnell & Co first reported a position in JPM in Q2 2013 and has held it in 27 quarters since. 2,891 funds tracked by Wall St. Rank hold JPM as of Q4 2019.

  • Whitnell & Co held 23,559 shares of JPMorgan Chase worth $3.28M as of Q4 2019.
  • Whitnell & Co sold 12 JPMorgan Chase shares in Q4 2019, an estimated $1.54K.
  • JPMorgan Chase made up 1.01% of Whitnell & Co's portfolio in Q4 2019, its #34 holding.
  • Whitnell & Co first reported a position in JPMorgan Chase in Q2 2013 and has held it in 27 quarters since.
  • 2,891 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2019.

Based on Whitnell & Co's 13F filing for Q4 2019, filed 11 Feb 2020.