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ARS Investment Partners’s JPMorgan Chase JPM Stock Holding History

ARS Investment Partners’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
Q2 		– Sell
-54,878
Closed -$6.04M – 137
2018
Q1 		$6.04M Buy
54,878
+1,617
+3% +$183K 0.74% 42
2017
Q4 		$5.7M Buy
53,261
+304
+0.6% +$30.8K 0.69% 42
2017
Q3 		$5.06M Buy
52,957
+1,484
+3% +$137K 0.65% 41
2017
Q2 		$4.71M Sell
51,473
-1,231
-2% -$106K 0.65% 45
2017
Q1 		$4.63M Sell
52,704
-345
-0.7% -$30.4K 0.67% 42
2016
Q4 		$4.58M Buy
+53,049
New +$4.05M 0.7% 45

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

ARS Investment Partners's JPM Position: Q2 2018 in Review

ARS Investment Partners sold out of JPMorgan Chase (JPM) in Q2 2018, closing a stake of 54,878 shares — an estimated $6.04M sold.

ARS Investment Partners first reported a position in JPM in Q4 2016 and held it in 6 quarters. The position peaked at $6.04M in Q1 2018. 2,436 funds tracked by Wall St. Rank hold JPM as of Q2 2018.

  • ARS Investment Partners reported no remaining JPMorgan Chase position as of Q2 2018 after selling out during the quarter.
  • ARS Investment Partners sold 54,878 JPMorgan Chase shares in Q2 2018, an estimated $6.04M.
  • ARS Investment Partners first reported a position in JPMorgan Chase in Q4 2016 and held it in 6 quarters.
  • ARS Investment Partners's JPMorgan Chase position peaked at $6.04M in Q1 2018.
  • 2,436 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2018.

Based on ARS Investment Partners's 13F filing for Q2 2018, filed 13 Aug 2018.