Allegis Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Allegis Investment Advisors’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
2018 Q1	$713K	Sell	6,480 -1,253	-16%	-$142K	0.22%	94
2017 Q4	$827K	Sell	7,733 -1,151	-13%	-$117K	0.24%	105
2017 Q3	$848K	Buy	8,884 +37	+0.4%	+$3.41K	0.2%	111
2017 Q2	$809K	Buy	8,847 +881	+11%	+$76K	0.21%	112
2017 Q1	$700K	Buy	7,966 +1,886	+31%	+$166K	0.18%	131
2016 Q4	$525K	Sell	6,080 -252	-4%	-$19.2K	0.17%	142
2016 Q3	$422K	Sell	6,332 -17	-0.3%	-$1.11K	0.16%	145
2016 Q2	$389K	Buy	6,349 +67	+1%	+$4.18K	0.2%	134
2016 Q1	$372K	Buy	6,282 +1,127	+22%	+$65.8K	0.21%	137
2015 Q4	$340K	Buy	+5,155	New	+$336K	0.19%	132

Other funds holding JPM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Allegis Investment Advisors's JPM Position: Q1 2018 in Review

Allegis Investment Advisors reduced its JPMorgan Chase (JPM) stake by 16% in Q1 2018, selling an estimated $142K and leaving 6,480 shares worth $713K. The position accounts for 0.22% of the portfolio, ranked #94.

Allegis Investment Advisors first reported a position in JPM in Q4 2015 and has held it in 10 quarters since. The position peaked at $848K in Q3 2017. 2,447 funds tracked by Wall St. Rank hold JPM as of Q1 2018.

Allegis Investment Advisors held 6,480 shares of JPMorgan Chase worth $713K as of Q1 2018.
Allegis Investment Advisors sold 1,253 JPMorgan Chase shares in Q1 2018, an estimated $142K.
JPMorgan Chase made up 0.22% of Allegis Investment Advisors's portfolio in Q1 2018, its #94 holding.
Allegis Investment Advisors first reported a position in JPMorgan Chase in Q4 2015 and has held it in 10 quarters since.
Allegis Investment Advisors's JPMorgan Chase position peaked at $848K in Q3 2017.
2,447 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2018.

Based on Allegis Investment Advisors's 13F filing for Q1 2018, filed 24 Apr 2018.