BG
JPM icon

BlackRock Group’s JPMorgan Chase JPM Stock Holding History

BlackRock 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
2016
Q4 		$2.79B Buy
32,316,524
+721,494
+2% +$55M 1.33% 5
2016
Q3 		$2.1B Sell
31,595,030
-351,651
-1% -$22.9M 1.06% 9
2016
Q2 		$1.99B Sell
31,946,681
-202,222
-0.6% -$12.6M 1.03% 10
2016
Q1 		$1.9B Sell
32,148,903
-400,479
-1% -$23.4M 1.03% 11
2015
Q4 		$2.15B Sell
32,549,382
-545,283
-2% -$35.5M 1.18% 7
2015
Q3 		$2.02B Buy
33,094,665
+349,338
+1% +$22.9M 1.18% 7
2015
Q2 		$2.22B Sell
32,745,327
-674,707
-2% -$44.1M 1.21% 6
2015
Q1 		$2.02B Sell
33,420,034
-158,886
-0.5% -$9.41M 1.09% 8
2014
Q4 		$2.1B Buy
33,578,920
+1,594,334
+5% +$95.9M 1.12% 7
2014
Q3 		$1.93B Sell
31,984,586
-899,376
-3% -$52.6M 1.12% 8
2014
Q2 		$1.89B Buy
32,883,962
+1,363,427
+4% +$76.7M 1.09% 9
2014
Q1 		$1.91B Sell
31,520,535
-1,362,123
-4% -$78.7M 1.2% 8
2013
Q4 		$1.92B Buy
32,882,658
+141,148
+0.4% +$7.73M 1.24% 8
2013
Q3 		$1.69B Buy
32,741,510
+703,758
+2% +$37.7M 1.14% 9
2013
Q2 		$1.69B Buy
+32,037,752
New +$1.63B 1.28% 8

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 Group's JPM Position: Q4 2016 in Review

BlackRock Group increased its JPMorgan Chase (JPM) stake by 2.3% in Q4 2016, buying an estimated $55M and bringing the position to 32,316,524 shares worth $2.79B. The position accounts for 1.33% of the portfolio, ranked #5.

BlackRock Group first reported a position in JPM in Q2 2013 and has held it in 15 quarters since. 2,089 funds tracked by Wall St. Rank hold JPM as of Q4 2016.

  • BlackRock Group held 32,316,524 shares of JPMorgan Chase worth $2.79B as of Q4 2016.
  • BlackRock Group bought 721,494 JPMorgan Chase shares in Q4 2016, an estimated $55M.
  • JPMorgan Chase made up 1.33% of BlackRock Group's portfolio in Q4 2016, its #5 holding.
  • BlackRock Group first reported a position in JPMorgan Chase in Q2 2013 and has held it in 15 quarters since.
  • 2,089 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2016.

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