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BancorpSouth’s JPMorgan Chase JPM Stock Holding History

BancorpSouth’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 		$2.04M Sell
21,393
-1,336
-6% -$123K 0.2% 70
2017
Q2 		$2.08M Buy
22,729
+9,001
+66% +$777K 0.21% 65
2017
Q1 		$1.21M Sell
13,728
-936
-6% -$82.6K 0.13% 82
2016
Q4 		$1.27M Sell
14,664
-362
-2% -$27.6K 0.14% 79
2016
Q3 		$1M Sell
15,026
-440
-3% -$28.7K 0.11% 91
2016
Q2 		$961K Buy
15,466
+124
+0.8% +$7.75K 0.11% 94
2016
Q1 		$908K Hold
15,342
– – 0.11% 92
2015
Q4 		$1.01M Buy
15,342
+4,378
+40% +$285K 0.13% 94
2015
Q3 		$668K Buy
10,964
+757
+7% +$49.6K 0.09% 112
2015
Q2 		$692K Hold
10,207
– – 0.08% 111
2015
Q1 		$618K Buy
10,207
+200
+2% +$11.8K 0.07% 121
2014
Q4 		$626K Sell
10,007
-66
-0.7% -$3.97K 0.07% 123
2014
Q3 		$607K Sell
10,073
-398
-4% -$23.3K 0.07% 127
2014
Q2 		$603K Sell
10,471
-161
-2% -$9.05K 0.06% 137
2014
Q1 		$645K Sell
10,632
-27
-0.3% -$1.56K 0.07% 121
2013
Q4 		$623K Sell
10,659
-323
-3% -$17.7K 0.07% 116
2013
Q3 		$568K Sell
10,982
-105
-0.9% -$5.63K 0.07% 119
2013
Q2 		$585K Buy
+11,087
New +$564K 0.07% 103

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

BancorpSouth's JPM Position: Q3 2017 in Review

BancorpSouth reduced its JPMorgan Chase (JPM) stake by 5.9% in Q3 2017, selling an estimated $123K and leaving 21,393 shares worth $2.04M. The position accounts for 0.2% of the portfolio, ranked #70.

BancorpSouth first reported a position in JPM in Q2 2013 and has held it in 18 quarters since. The position peaked at $2.08M in Q2 2017. 2,202 funds tracked by Wall St. Rank hold JPM as of Q3 2017.

  • BancorpSouth held 21,393 shares of JPMorgan Chase worth $2.04M as of Q3 2017.
  • BancorpSouth sold 1,336 JPMorgan Chase shares in Q3 2017, an estimated $123K.
  • JPMorgan Chase made up 0.2% of BancorpSouth's portfolio in Q3 2017, its #70 holding.
  • BancorpSouth first reported a position in JPMorgan Chase in Q2 2013 and has held it in 18 quarters since.
  • BancorpSouth's JPMorgan Chase position peaked at $2.08M in Q2 2017.
  • 2,202 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2017.

Based on BancorpSouth's 13F filing for Q3 2017, filed 14 Nov 2017.