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Blue Granite Capital’s JPMorgan Chase JPM Stock Holding History

Blue Granite Capital’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
2017
Q4 		$452K Sell
4,250
-22,340
-84% -$2.26M 0.33% 53
2017
Q3 		$2.54M Sell
26,590
-9,150
-26% -$844K 1.75% 13
2017
Q2 		$3.27M Sell
35,740
-300
-0.8% -$25.9K 2.12% 12
2017
Q1 		$3.17M Hold
36,040
– – 2.07% 18
2016
Q4 		$3.11M Buy
+36,040
New +$2.75M 2.21% 13

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Blue Granite Capital's JPM Position: Q4 2017 in Review

Blue Granite Capital reduced its JPMorgan Chase (JPM) stake by 84% in Q4 2017, selling an estimated $2.26M and leaving 4,250 shares worth $452K. The position accounts for 0.33% of the portfolio, ranked #53.

Blue Granite Capital first reported a position in JPM in Q4 2016 and has held it in 5 quarters since. The position peaked at $3.27M in Q2 2017. 2,425 funds tracked by Wall St. Rank hold JPM as of Q4 2017.

  • Blue Granite Capital held 4,250 shares of JPMorgan Chase worth $452K as of Q4 2017.
  • Blue Granite Capital sold 22,340 JPMorgan Chase shares in Q4 2017, an estimated $2.26M.
  • JPMorgan Chase made up 0.33% of Blue Granite Capital's portfolio in Q4 2017, its #53 holding.
  • Blue Granite Capital first reported a position in JPMorgan Chase in Q4 2016 and has held it in 5 quarters since.
  • Blue Granite Capital's JPMorgan Chase position peaked at $3.27M in Q2 2017.
  • 2,425 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2017.

Based on Blue Granite Capital's 13F filing for Q4 2017, filed 14 Feb 2018.