BIT
JPM.WS

BlackRock Institutional Trust’s JPMorgan Chase JPM.WS Stock Holding History

BlackRock Institutional Trust’s Portfolio JPM.WS Stock Details JPM.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-20,073
Closed -$476K – 3980
2015
Q4 		$476K Buy
+20,073
New +$466K ﹤0.01% 3517

Other funds holding JPM.WS

CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
CAM
Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
BIA
Biondo Investment Advisors Milford, Pennsylvania $780M AUM 21.03% 1-Year Est. Return

BlackRock Institutional Trust's JPM.WS Position: Q1 2016 in Review

BlackRock Institutional Trust sold out of JPMorgan Chase (JPM.WS) in Q1 2016, closing a stake of 20,073 shares — an estimated $476K sold.

BlackRock Institutional Trust first reported a position in JPM.WS in Q4 2015 and held it in 1 quarter. The position peaked at $476K in Q4 2015. 68 funds tracked by Wall St. Rank hold JPM.WS as of Q1 2016.

  • BlackRock Institutional Trust reported no remaining JPMorgan Chase position as of Q1 2016 after selling out during the quarter.
  • BlackRock Institutional Trust sold 20,073 JPMorgan Chase shares in Q1 2016, an estimated $476K.
  • BlackRock Institutional Trust first reported a position in JPMorgan Chase in Q4 2015 and held it in 1 quarter.
  • BlackRock Institutional Trust's JPMorgan Chase position peaked at $476K in Q4 2015.
  • 68 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2016.

Based on BlackRock Institutional Trust's 13F filing for Q1 2016, filed 10 May 2016.