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Agran Libbie’s JPMorgan Chase JPM Stock Holding History

Agran Libbie’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
Q1 		$6.58M Buy
74,964
+1,905
+3% +$168K 1.55% 25
2016
Q4 		$6.3M Buy
73,059
+891
+1% +$67.9K 1.53% 27
2016
Q3 		$4.81M Buy
72,168
+412
+0.6% +$26.9K 1.37% 28
2016
Q2 		$4.46M Buy
71,756
+3,687
+5% +$230K 1.11% 33
2016
Q1 		$4.03M Buy
68,069
+14,316
+27% +$836K 1.03% 32
2015
Q4 		$3.55M Buy
53,753
+195
+0.4% +$12.7K 0.93% 34
2015
Q3 		$3.27M Buy
53,558
+1,026
+2% +$67.2K 0.91% 34
2015
Q2 		$3.56M Sell
52,532
-533
-1% -$34.8K 0.92% 37
2015
Q1 		$3.21M Buy
53,065
+1,532
+3% +$90.7K 0.77% 44
2014
Q4 		$3.23M Sell
51,533
-296
-0.6% -$17.8K 0.77% 43
2014
Q3 		$3.12M Sell
51,829
-58
-0.1% -$3.39K 0.76% 42
2014
Q2 		$2.99M Buy
51,887
+1,472
+3% +$82.8K 0.76% 44
2014
Q1 		$3.06M Sell
50,415
-46
-0.1% -$2.66K 0.82% 42
2013
Q4 		$2.95M Sell
50,461
-1,440
-3% -$78.9K 0.78% 46
2013
Q3 		$2.68M Buy
51,901
+285
+0.6% +$15.3K 0.78% 47
2013
Q2 		$2.73M Buy
+51,616
New +$2.62M 0.79% 46

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

Agran Libbie's JPM Position: Q1 2017 in Review

Agran Libbie increased its JPMorgan Chase (JPM) stake by 2.6% in Q1 2017, buying an estimated $168K and bringing the position to 74,964 shares worth $6.58M. The position accounts for 1.55% of the portfolio, ranked #25.

Agran Libbie first reported a position in JPM in Q2 2013 and has held it in 16 quarters since. 2,149 funds tracked by Wall St. Rank hold JPM as of Q1 2017.

  • Agran Libbie held 74,964 shares of JPMorgan Chase worth $6.58M as of Q1 2017.
  • Agran Libbie bought 1,905 JPMorgan Chase shares in Q1 2017, an estimated $168K.
  • JPMorgan Chase made up 1.55% of Agran Libbie's portfolio in Q1 2017, its #25 holding.
  • Agran Libbie first reported a position in JPMorgan Chase in Q2 2013 and has held it in 16 quarters since.
  • 2,149 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2017.

Based on Agran Libbie's 13F filing for Q1 2017, filed 27 Apr 2017.