440 Investment Group’s JPMorgan Chase JPM Stock Holding History

440 Investment Group’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 Q4	$2.52M	Buy	23,521 +1,446	+7%	+$146K	1.79%	13
2017 Q3	$2.11M	Buy	22,075 +1,078	+5%	+$99.4K	1.61%	14
2017 Q2	$1.92M	Buy	20,997 +6,790	+48%	+$586K	1.53%	18
2017 Q1	$1.25M	Buy	+14,207	New	+$1.25M	1.12%	18

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

440 Investment Group's JPM Position: Q4 2017 in Review

440 Investment Group increased its JPMorgan Chase (JPM) stake by 6.6% in Q4 2017, buying an estimated $146K and bringing the position to 23,521 shares worth $2.52M. The position accounts for 1.79% of the portfolio, ranked #13.

440 Investment Group first reported a position in JPM in Q1 2017 and has held it in 4 quarters since. 2,426 funds tracked by Wall St. Rank hold JPM as of Q4 2017.

440 Investment Group held 23,521 shares of JPMorgan Chase worth $2.52M as of Q4 2017.
440 Investment Group bought 1,446 JPMorgan Chase shares in Q4 2017, an estimated $146K.
JPMorgan Chase made up 1.79% of 440 Investment Group's portfolio in Q4 2017, its #13 holding.
440 Investment Group first reported a position in JPMorgan Chase in Q1 2017 and has held it in 4 quarters since.
2,426 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2017.

Based on 440 Investment Group's 13F filing for Q4 2017, filed 16 Jan 2018.