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BB&T Investment Services’s JPMorgan Chase JPM Stock Holding History

BB&T Investment Services’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 		$2.91M Buy
27,265
+5,043
+23% +$511K 0.49% 47
2017
Q3 		$2.13M Buy
22,222
+4,565
+26% +$421K 0.43% 53
2017
Q2 		$1.62M Buy
17,657
+9,269
+111% +$800K 0.41% 52
2017
Q1 		$736K Buy
8,388
+1,982
+31% +$175K 0.29% 73
2016
Q4 		$555K Buy
+6,406
New +$488K 0.41% 65

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

BB&T Investment Services's JPM Position: Q4 2017 in Review

BB&T Investment Services increased its JPMorgan Chase (JPM) stake by 23% in Q4 2017, buying an estimated $511K and bringing the position to 27,265 shares worth $2.91M. The position accounts for 0.49% of the portfolio, ranked #47.

BB&T Investment Services first reported a position in JPM in Q4 2016 and has held it in 5 quarters since. 2,426 funds tracked by Wall St. Rank hold JPM as of Q4 2017.

  • BB&T Investment Services held 27,265 shares of JPMorgan Chase worth $2.91M as of Q4 2017.
  • BB&T Investment Services bought 5,043 JPMorgan Chase shares in Q4 2017, an estimated $511K.
  • JPMorgan Chase made up 0.49% of BB&T Investment Services's portfolio in Q4 2017, its #47 holding.
  • BB&T Investment Services first reported a position in JPMorgan Chase in Q4 2016 and has held it in 5 quarters since.
  • 2,426 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.