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Arthur Zaske & Associates’s JPMorgan Chase JPM Stock Holding History

Arthur Zaske & Associates’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
2017
Q4 		$662K Buy
6,188
+800
+15% +$81K 0.72% 16
2017
Q3 		$515K Hold
5,388
– – 0.54% 21
2017
Q2 		$492K Buy
5,388
+69
+1% +$5.95K 0.43% 19
2017
Q1 		$467K Sell
5,319
-1,200
-18% -$106K 0.34% 23
2016
Q4 		$563K Buy
+6,519
New +$497K 0.41% 30

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

Arthur Zaske & Associates's JPM Position: Q4 2017 in Review

Arthur Zaske & Associates increased its JPMorgan Chase (JPM) stake by 15% in Q4 2017, buying an estimated $81K and bringing the position to 6,188 shares worth $662K. The position accounts for 0.72% of the portfolio, ranked #16.

Arthur Zaske & Associates first reported a position in JPM in Q4 2016 and has held it in 5 quarters since. 2,425 funds tracked by Wall St. Rank hold JPM as of Q4 2017.

  • Arthur Zaske & Associates held 6,188 shares of JPMorgan Chase worth $662K as of Q4 2017.
  • Arthur Zaske & Associates bought 800 JPMorgan Chase shares in Q4 2017, an estimated $81K.
  • JPMorgan Chase made up 0.72% of Arthur Zaske & Associates's portfolio in Q4 2017, its #16 holding.
  • Arthur Zaske & Associates first reported a position in JPMorgan Chase in Q4 2016 and has held it in 5 quarters since.
  • 2,425 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2017.

Based on Arthur Zaske & Associates's 13F filing for Q4 2017, filed 14 Feb 2018.