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Acrospire Investment Management’s JPMorgan Chase JPM Stock Holding History

Acrospire 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
Q3 		– Sell
-1,000
Closed -$91K – 736
2017
Q2 		$91K Buy
1,000
+500
+100% +$43.1K 0.09% 303
2017
Q1 		$44K Buy
+500
New +$44.1K 0.04% 1061
2016
Q4 		– Sell
-200
Closed -$13K – 2323
2016
Q3 		$13K Sell
200
-1,300
-87% -$84.8K 0.01% 1632
2016
Q2 		$93K Sell
1,500
-300
-17% -$18.7K 0.07% 520
2016
Q1 		$107K Buy
+1,800
New +$105K 0.07% 282

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Acrospire Investment Management's JPM Position: Q3 2017 in Review

Acrospire Investment Management sold out of JPMorgan Chase (JPM) in Q3 2017, closing a stake of 1,000 shares — an estimated $91K sold.

Acrospire Investment Management first reported a position in JPM in Q1 2016 and held it in 5 quarters. The position peaked at $107K in Q1 2016. 2,202 funds tracked by Wall St. Rank hold JPM as of Q3 2017.

  • Acrospire Investment Management reported no remaining JPMorgan Chase position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 1,000 JPMorgan Chase shares in Q3 2017, an estimated $91K.
  • Acrospire Investment Management first reported a position in JPMorgan Chase in Q1 2016 and held it in 5 quarters.
  • Acrospire Investment Management's JPMorgan Chase position peaked at $107K in Q1 2016.
  • 2,202 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.