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	$5.63M	Buy	+65,200	New	+$4.97M	﹤0.01%	1125
2016 Q2	–	Sell	-9,500	Closed	-$563K	–	3031
2016 Q1	$563K	Buy	+9,500	New	+$555K	﹤0.01%	2194
2014 Q3	–	Sell	-11,500	Closed	-$663K	–	2856
2014 Q2	$663K	Hold	11,500	–	–	﹤0.01%	2059
2014 Q1	$698K	Buy	+11,500	New	+$665K	﹤0.01%	2131

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 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.