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1st Global Advisors’s JPMorgan Chase JPM Stock Holding History

1st Global 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
2017
Q2 		$3.63M Sell
39,660
-525
-1% -$45.3K 0.42% 30
2017
Q1 		$3.53M Sell
40,185
-1,430
-3% -$126K 0.41% 31
2016
Q4 		$3.59M Buy
41,615
+2,006
+5% +$153K 0.45% 25
2016
Q3 		$2.64M Sell
39,609
-44
-0.1% -$2.87K 0.35% 31
2016
Q2 		$2.46M Buy
39,653
+1,615
+4% +$101K 0.34% 35
2016
Q1 		$2.25M Buy
38,038
+3,442
+10% +$201K 0.32% 36
2015
Q4 		$2.28M Sell
34,596
-3,794
-10% -$247K 0.35% 30
2015
Q3 		$2.34M Buy
38,390
+623
+2% +$40.8K 0.37% 28
2015
Q2 		$2.56K Sell
37,767
-366
-1% -$23.9K 0.38% 30
2015
Q1 		$2.31M Buy
38,133
+1,059
+3% +$62.7K 0.34% 34
2014
Q4 		$2.32M Sell
37,074
-21,009
-36% -$1.26M 0.33% 33
2014
Q3 		$3.5M Sell
58,083
-150
-0.3% -$8.77K 0.55% 20
2014
Q2 		$3.35M Buy
58,233
+4,560
+8% +$256K 0.5% 21
2014
Q1 		$3.26M Buy
53,673
+112
+0.2% +$6.47K 0.61% 16
2013
Q4 		$3.13M Sell
53,561
-2,139
-4% -$117K 0.58% 18
2013
Q3 		$2.88M Buy
55,700
+1,011
+2% +$54.2K 0.58% 19
2013
Q2 		$2.89M Buy
+54,689
New +$2.78M 0.63% 18

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

1st Global Advisors's JPM Position: Q2 2017 in Review

1st Global Advisors reduced its JPMorgan Chase (JPM) stake by 1.3% in Q2 2017, selling an estimated $45.3K and leaving 39,660 shares worth $3.63M. The position accounts for 0.42% of the portfolio, ranked #30.

1st Global Advisors first reported a position in JPM in Q2 2013 and has held it in 17 quarters since. 2,198 funds tracked by Wall St. Rank hold JPM as of Q2 2017.

  • 1st Global Advisors held 39,660 shares of JPMorgan Chase worth $3.63M as of Q2 2017.
  • 1st Global Advisors sold 525 JPMorgan Chase shares in Q2 2017, an estimated $45.3K.
  • JPMorgan Chase made up 0.42% of 1st Global Advisors's portfolio in Q2 2017, its #30 holding.
  • 1st Global Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 17 quarters since.
  • 2,198 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2017.

Based on 1st Global Advisors's 13F filing for Q2 2017, filed 15 Aug 2017.