BlackRock Institutional Trust’s JPMorgan Chase JPM Stock Holding History

BlackRock Institutional Trust’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	$337K	Buy	+3,900	New	+$297K	﹤0.01%	3519
2016 Q2	–	Sell	-7,200	Closed	-$426K	–	3920
2016 Q1	$426K	Buy	+7,200	New	+$420K	﹤0.01%	3490
2014 Q3	–	Sell	-52,800	Closed	-$3.04M	–	3898
2014 Q2	$3.04M	Hold	52,800	–	–	﹤0.01%	3007
2014 Q1	$3.21M	Buy	+52,800	New	+$3.05M	﹤0.01%	2954

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock Institutional Trust's JPM Position: Q4 2016 in Review

BlackRock Institutional Trust increased its JPMorgan Chase (JPM) stake by 1.2% in Q4 2016, buying an estimated $85.9M and bringing the position to 98,016,345 shares worth $8.46B. The position accounts for 1.25% of the portfolio, ranked #5.

BlackRock Institutional Trust 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 Institutional Trust held 98,016,345 shares of JPMorgan Chase worth $8.46B as of Q4 2016.
BlackRock Institutional Trust bought 1,127,121 JPMorgan Chase shares in Q4 2016, an estimated $85.9M.
JPMorgan Chase made up 1.25% of BlackRock Institutional Trust's portfolio in Q4 2016, its #5 holding.
BlackRock Institutional Trust 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 Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.