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BlackRock Advisors’s JPMorgan Chase JPM Stock Holding History

BlackRock Advisors’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
2016
Q4 		$1.94B Sell
22,464,814
-1,948,926
-8% -$149M 1.96% 3
2016
Q3 		$1.63B Sell
24,413,740
-1,676,498
-6% -$109M 1.67% 3
2016
Q2 		$1.62B Sell
26,090,238
-1,888,202
-7% -$118M 1.65% 4
2016
Q1 		$1.66B Sell
27,978,440
-307,975
-1% -$18M 1.74% 2
2015
Q4 		$1.87B Sell
28,286,415
-2,563,154
-8% -$167M 1.98% 1
2015
Q3 		$1.88B Sell
30,849,569
-2,790,390
-8% -$183M 2.02% 2
2015
Q2 		$2.28B Buy
33,639,959
+2,245,746
+7% +$147M 2.37% 1
2015
Q1 		$1.9B Buy
31,394,213
+1,118,469
+4% +$66.2M 1.95% 2
2014
Q4 		$1.89B Sell
30,275,744
-2,418,483
-7% -$146M 1.91% 2
2014
Q3 		$1.97B Sell
32,694,227
-785,723
-2% -$45.9M 1.96% 2
2014
Q2 		$1.93B Sell
33,479,950
-1,815,126
-5% -$102M 1.83% 2
2014
Q1 		$2.14B Sell
35,295,076
-1,048,286
-3% -$60.6M 2.1% 1
2013
Q4 		$2.13B Sell
36,343,362
-559,462
-2% -$30.7M 2.04% 1
2013
Q3 		$1.91B Sell
36,902,824
-454,048
-1% -$24.4M 1.92% 1
2013
Q2 		$1.97B Buy
+37,356,872
New +$1.9B 2.07% 1

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock Advisors's JPM Position: Q4 2016 in Review

BlackRock Advisors reduced its JPMorgan Chase (JPM) stake by 8% in Q4 2016, selling an estimated $149M and leaving 22,464,814 shares worth $1.94B. The position accounts for 1.96% of the portfolio, ranked #3.

BlackRock Advisors first reported a position in JPM in Q2 2013 and has held it in 15 quarters since. The position peaked at $2.28B in Q2 2015. 2,089 funds tracked by Wall St. Rank hold JPM as of Q4 2016.

  • BlackRock Advisors held 22,464,814 shares of JPMorgan Chase worth $1.94B as of Q4 2016.
  • BlackRock Advisors sold 1,948,926 JPMorgan Chase shares in Q4 2016, an estimated $149M.
  • JPMorgan Chase made up 1.96% of BlackRock Advisors's portfolio in Q4 2016, its #3 holding.
  • BlackRock Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Advisors's JPMorgan Chase position peaked at $2.28B in Q2 2015.
  • 2,089 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2016.

Based on BlackRock Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.