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	$45.5M	Buy	+526,800	New	+$40.2M	0.05%	332
2016 Q3	–	Sell	-1,500	Closed	-$93K	–	3734
2016 Q2	$93K	Buy	+1,500	New	+$93.7K	﹤0.01%	3003
2015 Q2	–	Sell	-100,000	Closed	-$6.06M	–	3725
2015 Q1	$6.06M	Hold	100,000	–	–	0.01%	929
2014 Q4	$6.26M	Sell	100,000 -125,000	-56%	-$7.52M	0.01%	911
2014 Q3	$13.6M	Sell	225,000 -10,000	-4%	-$585K	0.01%	691
2014 Q2	$13.5M	Buy	+235,000	New	+$13.2M	0.01%	697

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 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.