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Americafirst Capital Management’s JPMorgan Chase JPM Stock Holding History

Americafirst Capital 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 		$143K Buy
+1,500
New +$138K 0.19% 161
2017
Q1 		– Sell
-1,174
Closed -$101K – 200
2016
Q4 		$101K Sell
1,174
-143
-11% -$10.9K 0.11% 166
2016
Q3 		$87.7K Hold
1,317
– – 0.07% 207
2016
Q2 		$81.8K Buy
+1,317
New +$82.3K 0.05% 215

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

Americafirst Capital Management's JPM Position: Q3 2017 in Review

Americafirst Capital Management opened a new position in JPMorgan Chase (JPM) in Q3 2017: 1,500 shares worth $143K. The stake represents 0.19% of the portfolio and ranks #161 among its holdings. This is a return to the name: Americafirst Capital Management previously reported a position in JPM as recently as Q4 2016.

Americafirst Capital Management first reported a position in JPM in Q2 2016 and has held it in 4 quarters since. 2,202 funds tracked by Wall St. Rank hold JPM as of Q3 2017.

  • Americafirst Capital Management held 1,500 shares of JPMorgan Chase worth $143K as of Q3 2017.
  • JPMorgan Chase was a new Americafirst Capital Management position in Q3 2017.
  • JPMorgan Chase made up 0.19% of Americafirst Capital Management's portfolio in Q3 2017, its #161 holding.
  • Americafirst Capital Management first reported a position in JPMorgan Chase in Q2 2016 and has held it in 4 quarters since.
  • 2,202 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2017.

Based on Americafirst Capital Management's 13F filing for Q3 2017, filed 16 Nov 2017.