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Winslow Evans & Crocker’s JPMorgan Chase JPM Stock Holding History

Winslow Evans & Crocker’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
Q4 		$4.59M Buy
42,400
+9,618
+29% +$1.08M 0.87% 22
2020
Q3 		$3.16M Buy
32,782
+208
+0.6% +$20.4K 0.78% 27
2020
Q2 		$3.06M Buy
32,574
+1,254
+4% +$119K 0.82% 24
2020
Q1 		$2.82M Sell
31,320
-276
-0.9% -$33.5K 0.93% 22
2019
Q4 		$4.41M Buy
31,596
+6,082
+24% +$780K 1.12% 16
2019
Q3 		$3M Buy
25,514
+246
+1% +$27.8K 0.84% 21
2019
Q2 		$2.83M Buy
25,268
+60
+0.2% +$6.62K 0.79% 24
2019
Q1 		$2.55M Buy
25,208
+156
+0.6% +$16.1K 0.73% 28
2018
Q4 		$2.45M Buy
25,052
+3,470
+16% +$370K 0.82% 26
2018
Q3 		$2.44M Buy
21,582
+1,052
+5% +$119K 0.74% 26
2018
Q2 		$2.14M Sell
20,530
-166
-0.8% -$18.2K 0.67% 28
2018
Q1 		$2.28M Buy
20,696
+80
+0.4% +$9.06K 0.74% 28
2017
Q4 		$2.2M Buy
20,616
+1,126
+6% +$114K 0.71% 30
2017
Q3 		$1.86M Sell
19,490
-4,295
-18% -$396K 0.62% 36
2017
Q2 		$2.17M Buy
23,785
+2,425
+11% +$209K 0.6% 38
2017
Q1 		$1.88M Sell
21,360
-514
-2% -$45.3K 0.59% 36
2016
Q4 		$1.89M Sell
21,874
-1,308
-6% -$99.7K 0.58% 37
2016
Q3 		$1.54M Sell
23,182
-96
-0.4% -$6.26K 0.44% 49
2016
Q2 		$1.45M Buy
23,278
+336
+1% +$21K 0.43% 55
2016
Q1 		$1.36M Sell
22,942
-500
-2% -$29.2K 0.41% 59
2015
Q4 		$1.55M Buy
23,442
+612
+3% +$39.9K 0.44% 50
2015
Q3 		$1.39M Buy
22,830
+1,274
+6% +$83.4K 0.44% 51
2015
Q2 		$1.46M Buy
21,556
+1,252
+6% +$81.7K 0.41% 52
2015
Q1 		$1.23M Buy
20,304
+4,730
+30% +$280K 0.35% 59
2014
Q4 		$975K Sell
15,574
-840
-5% -$50.5K 0.28% 86
2014
Q3 		$989K Buy
16,414
+928
+6% +$54.2K 0.28% 85
2014
Q2 		$892K Buy
15,486
+231
+2% +$13K 0.3% 94
2014
Q1 		$926K Sell
15,255
-1,355
-8% -$78.3K 0.32% 73
2013
Q4 		$971K Buy
+16,610
New +$910K 0.33% 75

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Winslow Evans & Crocker's JPM Position: Q4 2020 in Review

Winslow Evans & Crocker increased its JPMorgan Chase (JPM) stake by 29% in Q4 2020, buying an estimated $1.08M and bringing the position to 42,400 shares worth $4.59M. The position accounts for 0.87% of the portfolio, ranked #22.

Winslow Evans & Crocker first reported a position in JPM in Q4 2013 and has held it in 29 quarters since. 3,125 funds tracked by Wall St. Rank hold JPM as of Q4 2020.

  • Winslow Evans & Crocker held 42,400 shares of JPMorgan Chase worth $4.59M as of Q4 2020.
  • Winslow Evans & Crocker bought 9,618 JPMorgan Chase shares in Q4 2020, an estimated $1.08M.
  • JPMorgan Chase made up 0.87% of Winslow Evans & Crocker's portfolio in Q4 2020, its #22 holding.
  • Winslow Evans & Crocker first reported a position in JPMorgan Chase in Q4 2013 and has held it in 29 quarters since.
  • 3,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.