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BlackRock Investment Management’s JPMorgan Chase JPM Stock Holding History

BlackRock Investment Management’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 		$1.41B Sell
16,324,695
-1,056,891
-6% -$80.6M 1.63% 3
2016
Q3 		$1.16B Sell
17,381,586
-677,338
-4% -$44.2M 1.42% 4
2016
Q2 		$1.12B Sell
18,058,924
-273,382
-1% -$17.1M 1.42% 3
2016
Q1 		$1.09B Buy
18,332,306
+5,724
+0% +$334K 1.41% 3
2015
Q4 		$1.21B Sell
18,326,582
-428,454
-2% -$27.9M 1.55% 3
2015
Q3 		$1.14B Sell
18,755,036
-1,696,911
-8% -$111M 1.54% 3
2015
Q2 		$1.39B Buy
20,451,947
+1,527,186
+8% +$99.7M 1.72% 2
2015
Q1 		$1.15B Buy
18,924,761
+1,719,882
+10% +$102M 1.5% 2
2014
Q4 		$1.08B Buy
17,204,879
+102,497
+0.6% +$6.17M 1.43% 3
2014
Q3 		$1.03B Sell
17,102,382
-130,621
-0.8% -$7.64M 1.44% 4
2014
Q2 		$993M Buy
17,233,003
+388,431
+2% +$21.8M 1.33% 5
2014
Q1 		$1.02B Buy
16,844,572
+123,076
+0.7% +$7.11M 1.48% 3
2013
Q4 		$978M Buy
16,721,496
+49,204
+0.3% +$2.7M 1.45% 4
2013
Q3 		$862M Sell
16,672,292
-186,423
-1% -$10M 1.42% 3
2013
Q2 		$890M Buy
+16,858,715
New +$857M 1.59% 3

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 Investment Management's JPM Position: Q4 2016 in Review

BlackRock Investment Management reduced its JPMorgan Chase (JPM) stake by 6.1% in Q4 2016, selling an estimated $80.6M and leaving 16,324,695 shares worth $1.41B. The position accounts for 1.63% of the portfolio, ranked #3.

BlackRock Investment Management 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 Investment Management held 16,324,695 shares of JPMorgan Chase worth $1.41B as of Q4 2016.
  • BlackRock Investment Management sold 1,056,891 JPMorgan Chase shares in Q4 2016, an estimated $80.6M.
  • JPMorgan Chase made up 1.63% of BlackRock Investment Management's portfolio in Q4 2016, its #3 holding.
  • BlackRock Investment Management 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 Investment Management's 13F filing for Q4 2016, filed 10 Feb 2017.