Athena Global Investors’s JPMorgan Chase JPM Stock Holding History

Athena Global Investors’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 Q1	$470K	Sell	5,351 -5,138	-49%	-$453K	1.41%	28
2016 Q4	$905K	Hold	10,489	–	–	2.2%	20
2016 Q3	$698K	Sell	10,489 -20,458	-66%	-$1.33M	1.81%	23
2016 Q2	$1.92M	Sell	30,947 -30,043	-49%	-$1.88M	2.96%	14
2016 Q1	$3.61M	Buy	60,990 +24,282	+66%	+$1.42M	3.72%	11
2015 Q4	$2.42M	Hold	36,708	–	–	2.32%	19
2015 Q3	$2.24M	Hold	36,708	–	–	2.27%	20
2015 Q2	$2.49M	Sell	36,708 -13,280	-27%	-$867K	2.24%	20
2015 Q1	$3.03M	Sell	49,988 -2,000	-4%	-$118K	2.14%	20
2014 Q4	$3.25M	Sell	51,988 -53,495	-51%	-$3.22M	2.23%	23
2014 Q3	$6.35M	Hold	105,483	–	–	2.9%	18
2014 Q2	$6.08M	Buy	105,483 +28,511	+37%	+$1.6M	2.7%	21
2014 Q1	$4.67M	Buy	+76,972	New	+$4.45M	2.82%	19

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Athena Global Investors's JPM Position: Q1 2017 in Review

Athena Global Investors reduced its JPMorgan Chase (JPM) stake by 49% in Q1 2017, selling an estimated $453K and leaving 5,351 shares worth $470K. The position accounts for 1.41% of the portfolio, ranked #28.

Athena Global Investors first reported a position in JPM in Q1 2014 and has held it in 13 quarters since. The position peaked at $6.35M in Q3 2014. 2,150 funds tracked by Wall St. Rank hold JPM as of Q1 2017.

Athena Global Investors held 5,351 shares of JPMorgan Chase worth $470K as of Q1 2017.
Athena Global Investors sold 5,138 JPMorgan Chase shares in Q1 2017, an estimated $453K.
JPMorgan Chase made up 1.41% of Athena Global Investors's portfolio in Q1 2017, its #28 holding.
Athena Global Investors first reported a position in JPMorgan Chase in Q1 2014 and has held it in 13 quarters since.
Athena Global Investors's JPMorgan Chase position peaked at $6.35M in Q3 2014.
2,150 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2017.

Based on Athena Global Investors's 13F filing for Q1 2017, filed 16 May 2017.