American Financial Group’s JPMorgan Chase JPM Stock Holding History

American Financial Group’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
2016 Q4	–	Sell	-310,000	Closed	-$20.6M	–	125
2016 Q3	$20.6M	Hold	310,000	–	–	1.48%	17
2016 Q2	$19.3M	Hold	310,000	–	–	1.48%	16
2016 Q1	$18.4M	Hold	310,000	–	–	1.37%	16
2015 Q4	$20.5M	Hold	310,000	–	–	1.57%	13
2015 Q3	$18.9M	Hold	310,000	–	–	1.37%	17
2015 Q2	$21M	Hold	310,000	–	–	1.71%	9
2015 Q1	$18.8M	Hold	310,000	–	–	1.5%	12
2014 Q4	$19.4M	Hold	310,000	–	–	1.52%	13
2014 Q3	$18.7M	Hold	310,000	–	–	1.54%	14
2014 Q2	$17.9M	Buy	310,000 +50,000	+19%	+$2.81M	1.46%	16
2014 Q1	$15.8M	Hold	260,000	–	–	1.4%	18
2013 Q4	$15.2M	Sell	260,000 -80,000	-24%	-$4.38M	1.5%	15
2013 Q3	$17.6M	Hold	340,000	–	–	1.62%	10
2013 Q2	$17.9M	Buy	+340,000	New	+$17.3M	1.59%	12

Other funds holding JPM

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

American Financial Group's JPM Position: Q4 2016 in Review

American Financial Group sold out of JPMorgan Chase (JPM) in Q4 2016, closing a stake of 310,000 shares — an estimated $20.6M sold.

American Financial Group first reported a position in JPM in Q2 2013 and held it in 14 quarters. The position peaked at $21M in Q2 2015. 2,089 funds tracked by Wall St. Rank hold JPM as of Q4 2016.

American Financial Group reported no remaining JPMorgan Chase position as of Q4 2016 after selling out during the quarter.
American Financial Group sold 310,000 JPMorgan Chase shares in Q4 2016, an estimated $20.6M.
American Financial Group first reported a position in JPMorgan Chase in Q2 2013 and held it in 14 quarters.
American Financial Group's JPMorgan Chase position peaked at $21M in Q2 2015.
2,089 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2016.

Based on American Financial Group's 13F filing for Q4 2016, filed 10 Feb 2017.