Amica Pension Fund Board of Trustees’s JPMorgan Chase JPM Stock Holding History

Amica Pension Fund Board of Trustees’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
2019 Q1	–	Sell	-181,254	Closed	-$17.7M	–	151
2018 Q4	$17.7M	Hold	181,254	–	–	2.75%	3
2018 Q3	$20.5M	Hold	181,254	–	–	2.66%	3
2018 Q2	$18.9M	Hold	181,254	–	–	2.58%	4
2018 Q1	$19.9M	Sell	181,254 -45,616	-20%	-$5.16M	2.72%	3
2017 Q4	$24.3M	Buy	226,870 +34,859	+18%	+$3.53M	2.79%	3
2017 Q3	$18.3M	Hold	192,011	–	–	2.2%	4
2017 Q2	$17.6M	Hold	192,011	–	–	2.17%	4
2017 Q1	$16.9M	Hold	192,011	–	–	2.08%	4
2016 Q4	$16.6M	Hold	192,011	–	–	1.99%	5
2016 Q3	$12.8M	Hold	192,011	–	–	1.65%	5
2016 Q2	$11.9M	Hold	192,011	–	–	1.56%	6
2016 Q1	$11.4M	Buy	192,011 +13,000	+7%	+$759K	1.48%	8
2015 Q4	$11.8M	Hold	179,011	–	–	1.55%	5
2015 Q3	$10.9M	Hold	179,011	–	–	1.5%	6
2015 Q2	$12.1M	Hold	179,011	–	–	1.58%	4
2015 Q1	$10.8M	Hold	179,011	–	–	1.41%	6
2014 Q4	$11.2M	Hold	179,011	–	–	1.4%	8
2014 Q3	$10.8M	Hold	179,011	–	–	1.41%	9
2014 Q2	$10.3M	Hold	179,011	–	–	1.33%	9
2014 Q1	$10.9M	Hold	179,011	–	–	1.44%	10
2013 Q4	$10.5M	Hold	179,011	–	–	1.41%	10
2013 Q3	$9.25M	Hold	179,011	–	–	1.34%	13
2013 Q2	$9.45M	Buy	+179,011	New	+$9.1M	1.4%	13

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

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amica Pension Fund Board of Trustees's JPM Position: Q1 2019 in Review

Amica Pension Fund Board of Trustees sold out of JPMorgan Chase (JPM) in Q1 2019, closing a stake of 181,254 shares — an estimated $17.7M sold.

Amica Pension Fund Board of Trustees first reported a position in JPM in Q2 2013 and held it in 23 quarters. The position peaked at $24.3M in Q4 2017. 2,600 funds tracked by Wall St. Rank hold JPM as of Q1 2019.

Amica Pension Fund Board of Trustees reported no remaining JPMorgan Chase position as of Q1 2019 after selling out during the quarter.
Amica Pension Fund Board of Trustees sold 181,254 JPMorgan Chase shares in Q1 2019, an estimated $17.7M.
Amica Pension Fund Board of Trustees first reported a position in JPMorgan Chase in Q2 2013 and held it in 23 quarters.
Amica Pension Fund Board of Trustees's JPMorgan Chase position peaked at $24.3M in Q4 2017.
2,600 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2019.

Based on Amica Pension Fund Board of Trustees's 13F filing for Q1 2019.