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AHL Partners’s JPMorgan Chase JPM Stock Holding History

AHL Partners’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 		$3.08M Buy
28,784
+13,118
+84% +$1.33M 0.05% 605
2017
Q3 		$1.5M Buy
15,666
+13,091
+508% +$1.21M 0.03% 757
2017
Q2 		$236K Sell
2,575
-14,467
-85% -$1.25M 0.01% 1063
2017
Q1 		$1.5M Sell
17,042
-69,151
-80% -$6.1M 0.03% 694
2016
Q4 		$7.44M Buy
86,193
+12,204
+16% +$931K 0.23% 88
2016
Q3 		$4.93M Buy
73,989
+67,890
+1,113% +$4.43M 0.18% 162
2016
Q2 		$379K Buy
6,099
+526
+9% +$32.9K 0.02% 659
2016
Q1 		$330K Buy
5,573
+193
+4% +$11.3K 0.02% 653
2015
Q4 		$355K Sell
5,380
-4,848
-47% -$316K 0.03% 558
2015
Q3 		$623K Sell
10,228
-109,591
-91% -$7.18M 0.1% 296
2015
Q2 		$8.12M Buy
+119,819
New +$7.82M 0.32% 35
2015
Q1 		– Sell
-28,372
Closed -$1.78M – 817
2014
Q4 		$1.78M Sell
28,372
-13,465
-32% -$810K 0.09% 483
2014
Q3 		$2.52M Buy
+41,837
New +$2.45M 0.2% 203

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
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

AHL Partners's JPM Position: Q4 2017 in Review

AHL Partners increased its JPMorgan Chase (JPM) stake by 84% in Q4 2017, buying an estimated $1.33M and bringing the position to 28,784 shares worth $3.08M. The position accounts for 0.05% of the portfolio, ranked #605.

AHL Partners first reported a position in JPM in Q3 2014 and has held it in 13 quarters since. The position peaked at $8.12M in Q2 2015. 2,425 funds tracked by Wall St. Rank hold JPM as of Q4 2017.

  • AHL Partners held 28,784 shares of JPMorgan Chase worth $3.08M as of Q4 2017.
  • AHL Partners bought 13,118 JPMorgan Chase shares in Q4 2017, an estimated $1.33M.
  • JPMorgan Chase made up 0.05% of AHL Partners's portfolio in Q4 2017, its #605 holding.
  • AHL Partners first reported a position in JPMorgan Chase in Q3 2014 and has held it in 13 quarters since.
  • AHL Partners's JPMorgan Chase position peaked at $8.12M in Q2 2015.
  • 2,425 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.