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Balter Liquid Alternatives’s JPMorgan Chase JPM Stock Holding History

Balter Liquid Alternatives’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
Q3 		– Sell
-11,814
Closed -$1.08M – 152
2017
Q2 		$1.08M Buy
+11,814
New +$1.02M 1.24% 22

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Balter Liquid Alternatives's JPM Position: Q3 2017 in Review

Balter Liquid Alternatives sold out of JPMorgan Chase (JPM) in Q3 2017, closing a stake of 11,814 shares — an estimated $1.08M sold.

Balter Liquid Alternatives first reported a position in JPM in Q2 2017 and held it in 1 quarter. The position peaked at $1.08M in Q2 2017. 2,202 funds tracked by Wall St. Rank hold JPM as of Q3 2017.

  • Balter Liquid Alternatives reported no remaining JPMorgan Chase position as of Q3 2017 after selling out during the quarter.
  • Balter Liquid Alternatives sold 11,814 JPMorgan Chase shares in Q3 2017, an estimated $1.08M.
  • Balter Liquid Alternatives first reported a position in JPMorgan Chase in Q2 2017 and held it in 1 quarter.
  • Balter Liquid Alternatives's JPMorgan Chase position peaked at $1.08M in Q2 2017.
  • 2,202 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2017.

Based on Balter Liquid Alternatives's 13F filing for Q3 2017, filed 16 Oct 2017.