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abrdn Investment Management’s JPMorgan Chase JPM Stock Holding History

abrdn Investment 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
2017
Q2 		$669M Sell
7,314,185
-225,402
-3% -$19.4M 2.26% 4
2017
Q1 		$662M Sell
7,539,587
-1,025,644
-12% -$90.5M 2.19% 6
2016
Q4 		$739M Buy
8,565,231
+413,803
+5% +$31.6M 2.57% 3
2016
Q3 		$543M Buy
8,151,428
+1,965,144
+32% +$128M 2.24% 3
2016
Q2 		$385M Sell
6,186,284
-279,909
-4% -$17.5M 1.74% 13
2016
Q1 		$383M Buy
6,466,193
+329,588
+5% +$19.2M 1.75% 14
2015
Q4 		$405M Buy
6,136,605
+624,408
+11% +$40.7M 1.72% 16
2015
Q3 		$336M Buy
5,512,197
+4,645,867
+536% +$304M 1.44% 23
2015
Q2 		$58.7M Sell
866,330
-19,197
-2% -$1.25M 0.25% 96
2015
Q1 		$53.7M Sell
885,527
-265,284
-23% -$15.7M 0.22% 93
2014
Q4 		$72M Sell
1,150,811
-1,270,652
-52% -$76.5M 0.28% 89
2014
Q3 		$146M Buy
2,421,463
+1,326,667
+121% +$77.6M 0.55% 57
2014
Q2 		$63.1M Sell
1,094,796
-4,221,770
-79% -$237M 0.28% 101
2014
Q1 		$323M Sell
5,316,566
-202,216
-4% -$11.7M 1.54% 16
2013
Q4 		$323M Buy
5,518,782
+1,382,712
+33% +$75.8M 1.71% 9
2013
Q3 		$214M Buy
4,136,070
+139,744
+3% +$7.5M 1.24% 28
2013
Q2 		$211M Buy
+3,996,326
New +$203M 1.34% 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

abrdn Investment Management's JPM Position: Q2 2017 in Review

abrdn Investment Management reduced its JPMorgan Chase (JPM) stake by 3% in Q2 2017, selling an estimated $19.4M and leaving 7,314,185 shares worth $669M. The position accounts for 2.26% of the portfolio, ranked #4.

abrdn Investment Management first reported a position in JPM in Q2 2013 and has held it in 17 quarters since. The position peaked at $739M in Q4 2016. 2,198 funds tracked by Wall St. Rank hold JPM as of Q2 2017.

  • abrdn Investment Management held 7,314,185 shares of JPMorgan Chase worth $669M as of Q2 2017.
  • abrdn Investment Management sold 225,402 JPMorgan Chase shares in Q2 2017, an estimated $19.4M.
  • JPMorgan Chase made up 2.26% of abrdn Investment Management's portfolio in Q2 2017, its #4 holding.
  • abrdn Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 17 quarters since.
  • abrdn Investment Management's JPMorgan Chase position peaked at $739M in Q4 2016.
  • 2,198 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2017.

Based on abrdn Investment Management's 13F filing for Q2 2017, filed 10 Aug 2017.