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Ariel Investments’s JPMorgan Chase JPM Stock Holding History

Ariel Investments’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 		– Sell
-67,440
Closed -$7.21M – 175
2017
Q4 		$7.21M Sell
67,440
-4,750
-7% -$481K 0.08% 129
2017
Q3 		$6.89M Sell
72,190
-10,700
-13% -$987K 0.08% 130
2017
Q2 		$7.58M Sell
82,890
-15
-0% -$1.29K 0.09% 121
2017
Q1 		$7.28M Buy
82,905
+1,032
+1% +$91K 0.09% 128
2016
Q4 		$7.07M Hold
81,873
– – 0.08% 129
2016
Q3 		$5.45M Hold
81,873
– – 0.07% 142
2016
Q2 		$5.09M Buy
81,873
+3,622
+5% +$226K 0.06% 143
2016
Q1 		$4.63M Sell
78,251
-53,586
-41% -$3.13M 0.06% 148
2015
Q4 		$8.71M Sell
131,837
-4,800
-4% -$313K 0.1% 116
2015
Q3 		$8.33M Buy
136,637
+9,438
+7% +$618K 0.1% 120
2015
Q2 		$8.62M Buy
127,199
+3,383
+3% +$221K 0.1% 130
2015
Q1 		$7.5M Buy
123,816
+17,350
+16% +$1.03M 0.08% 136
2014
Q4 		$6.66M Buy
106,466
+4,170
+4% +$251K 0.08% 142
2014
Q3 		$6.16M Buy
102,296
+394
+0.4% +$23K 0.08% 138
2014
Q2 		$5.87M Buy
101,902
+16,506
+19% +$928K 0.07% 145
2014
Q1 		$5.18M Buy
85,396
+200
+0.2% +$11.6K 0.06% 141
2013
Q4 		$4.98M Buy
85,196
+460
+0.5% +$25.2K 0.06% 138
2013
Q3 		$4.38M Buy
84,736
+500
+0.6% +$26.8K 0.06% 123
2013
Q2 		$4.45M Buy
+84,236
New +$4.28M 0.07% 112

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

Ariel Investments's JPM Position: Q1 2018 in Review

Ariel Investments sold out of JPMorgan Chase (JPM) in Q1 2018, closing a stake of 67,440 shares — an estimated $7.21M sold.

Ariel Investments first reported a position in JPM in Q2 2013 and held it in 19 quarters. The position peaked at $8.71M in Q4 2015. 2,446 funds tracked by Wall St. Rank hold JPM as of Q1 2018.

  • Ariel Investments reported no remaining JPMorgan Chase position as of Q1 2018 after selling out during the quarter.
  • Ariel Investments sold 67,440 JPMorgan Chase shares in Q1 2018, an estimated $7.21M.
  • Ariel Investments first reported a position in JPMorgan Chase in Q2 2013 and held it in 19 quarters.
  • Ariel Investments's JPMorgan Chase position peaked at $8.71M in Q4 2015.
  • 2,446 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2018.

Based on Ariel Investments's 13F filing for Q1 2018, filed 14 May 2018.