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Bellwether Investment Group’s JPMorgan Chase JPM Stock Holding History

Bellwether Investment Group’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 		$223K Buy
+2,088
New +$211K 0.89% 58
2017
Q2 		– Sell
-1,709
Closed -$150K – 337
2017
Q1 		$150K Sell
1,709
-7,038
-80% -$621K 0.4% 71
2016
Q4 		$755K Buy
+8,747
New +$667K 0.68% 23
2016
Q2 		$365K Buy
+5,868
New +$367K 0.4% 70

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

Bellwether Investment Group's JPM Position: Q4 2017 in Review

Bellwether Investment Group opened a new position in JPMorgan Chase (JPM) in Q4 2017: 2,088 shares worth $223K. The stake represents 0.89% of the portfolio and ranks #58 among its holdings. This is a return to the name: Bellwether Investment Group previously reported a position in JPM as recently as Q1 2017.

Bellwether Investment Group first reported a position in JPM in Q2 2016 and has held it in 4 quarters since. The position peaked at $755K in Q4 2016. 2,426 funds tracked by Wall St. Rank hold JPM as of Q4 2017.

  • Bellwether Investment Group held 2,088 shares of JPMorgan Chase worth $223K as of Q4 2017.
  • JPMorgan Chase was a new Bellwether Investment Group position in Q4 2017.
  • JPMorgan Chase made up 0.89% of Bellwether Investment Group's portfolio in Q4 2017, its #58 holding.
  • Bellwether Investment Group first reported a position in JPMorgan Chase in Q2 2016 and has held it in 4 quarters since.
  • Bellwether Investment Group's JPMorgan Chase position peaked at $755K in Q4 2016.
  • 2,426 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2017.

Based on Bellwether Investment Group's 13F filing for Q4 2017, filed 30 Jan 2018.