Artal Group’s JPMorgan Chase JPM Stock Holding History

Artal 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
2020 Q4	–	Sell	-1,000,000	Closed	-$96.3M	–	142
2020 Q3	$96.3M	Sell	1,000,000 -2,000,000	-67%	-$196M	2.34%	9
2020 Q2	$282M	Buy	+3,000,000	New	+$285M	7.9%	2
2017 Q2	–	Sell	-200,000	Closed	-$17.6M	–	113
2017 Q1	$17.6M	Sell	200,000 -400,000	-67%	-$35.3M	0.39%	23
2016 Q4	$51.8M	Buy	600,000 +350,000	+140%	+$26.7M	1.15%	9
2016 Q3	$16.6M	Hold	250,000	–	–	0.33%	28
2016 Q2	$15.5M	Hold	250,000	–	–	0.32%	25
2016 Q1	$14.8M	Sell	250,000 -600,000	-71%	-$35M	0.29%	24
2015 Q4	$56.1M	Sell	850,000 -450,000	-35%	-$29.3M	1.05%	12
2015 Q3	$79.3M	Buy	1,300,000 +700,000	+117%	+$45.8M	1.77%	7
2015 Q2	$40.7M	Sell	600,000 -300,000	-33%	-$19.6M	1.75%	15
2015 Q1	$54.5M	Hold	900,000	–	–	2.52%	10
2014 Q4	$56.3M	Buy	900,000 +150,000	+20%	+$9.03M	1.98%	8
2014 Q3	$45.2M	Buy	750,000 +250,000	+50%	+$14.6M	1.66%	12
2014 Q2	$28.8M	Buy	500,000 +250,000	+100%	+$14.1M	1.16%	18
2014 Q1	$15.2M	Buy	+250,000	New	+$14.4M	0.55%	40
2013 Q4	–	Sell	-700,000	Closed	-$35.9M	–	89
2013 Q3	$35.9M	Buy	700,000 +100,000	+17%	+$5.36M	1.17%	11
2013 Q2	$31.7M	Buy	+600,000	New	+$30.5M	1%	11

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Artal Group's JPM Position: Q2 2016 in Review

Artal Group sold out of JPMorgan Chase (JPM) in Q2 2016, closing a stake of 200,000 shares — an estimated $12.5M sold.

Artal Group first reported a position in JPM in Q2 2013 and held it in 3 quarters. The position peaked at $13.2M in Q4 2015. 1,910 funds tracked by Wall St. Rank hold JPM as of Q2 2016.

Artal Group reported no remaining JPMorgan Chase position as of Q2 2016 after selling out during the quarter.
Artal Group sold 200,000 JPMorgan Chase shares in Q2 2016, an estimated $12.5M.
Artal Group first reported a position in JPMorgan Chase in Q2 2013 and held it in 3 quarters.
Artal Group's JPMorgan Chase position peaked at $13.2M in Q4 2015.
1,910 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2016.

Based on Artal Group's 13F filing for Q2 2016, filed 11 Aug 2016.