Winslow Capital Management
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Winslow Capital Management’s JPMorgan Chase JPM Stock Holding History

Winslow 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
Q3 		– Sell
-1,607,232
Closed -$180M – 63
2019
Q2 		$180M Buy
+1,607,232
New +$177M 0.96% 45
2019
Q1 		– Sell
-118
Closed -$12K – 88
2018
Q4 		$12K Sell
118
-3,092,254
-100% -$329M ﹤0.01% 78
2018
Q3 		$349M Sell
3,092,372
-70,850
-2% -$8.04M 1.73% 19
2018
Q2 		$330M Buy
3,163,222
+775,526
+32% +$85.1M 1.73% 18
2018
Q1 		$263M Sell
2,387,696
-106,898
-4% -$12.1M 1.42% 29
2017
Q4 		$267M Buy
2,494,594
+399,528
+19% +$40.5M 1.47% 29
2017
Q3 		$200M Sell
2,095,066
-421,563
-17% -$38.9M 1.08% 46
2017
Q2 		$230M Sell
2,516,629
-488,779
-16% -$42.2M 1.22% 33
2017
Q1 		$264M Buy
3,005,408
+341,272
+13% +$30.1M 1.26% 32
2016
Q4 		$230M Sell
2,664,136
-652,208
-20% -$49.7M 1.06% 49
2016
Q3 		$221M Sell
3,316,344
-254,022
-7% -$16.6M 0.92% 58
2016
Q2 		$222M Buy
+3,570,366
New +$223M 0.91% 57
2014
Q2 		– Sell
-5,606,311
Closed -$340M – 91
2014
Q1 		$340M Sell
5,606,311
-193,545
-3% -$11.2M 1.07% 47
2013
Q4 		$339M Buy
5,799,856
+2,856,880
+97% +$157M 1% 48
2013
Q3 		$152M Sell
2,942,976
-2,933,207
-50% -$157M 0.49% 63
2013
Q2 		$310M Buy
+5,876,183
New +$299M 1.01% 53

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Winslow Capital Management's JPM Position: Q3 2019 in Review

Winslow Capital Management sold out of JPMorgan Chase (JPM) in Q3 2019, closing a stake of 1,607,232 shares — an estimated $180M sold.

Winslow Capital Management first reported a position in JPM in Q2 2013 and held it in 16 quarters. The position peaked at $349M in Q3 2018. 2,608 funds tracked by Wall St. Rank hold JPM as of Q3 2019.

  • Winslow Capital Management reported no remaining JPMorgan Chase position as of Q3 2019 after selling out during the quarter.
  • Winslow Capital Management sold 1,607,232 JPMorgan Chase shares in Q3 2019, an estimated $180M.
  • Winslow Capital Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 16 quarters.
  • Winslow Capital Management's JPMorgan Chase position peaked at $349M in Q3 2018.
  • 2,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2019.

Based on Winslow Capital Management's 13F filing for Q3 2019, filed 14 Nov 2019.