BIC
JPM icon

Bridges Investment Counsel’s JPMorgan Chase JPM Stock Holding History

Bridges Investment Counsel’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 		$1.64M Sell
15,291
-100
-0.6% -$10.1K 0.9% 34
2017
Q3 		$1.47M Sell
15,391
-40,960
-73% -$3.78M 0.82% 39
2017
Q2 		$5.15M Buy
56,351
+24,061
+75% +$2.08M 1.17% 32
2017
Q1 		$2.84M Sell
32,290
-23,876
-43% -$2.11M 0.83% 28
2016
Q4 		$4.85M Sell
56,166
-1,249
-2% -$95.2K 1.18% 30
2016
Q3 		$3.82M Buy
57,415
+150
+0.3% +$9.78K 0.81% 40
2016
Q2 		$3.56M Buy
57,265
+2,250
+4% +$141K 0.78% 38
2016
Q1 		$3.26M Sell
55,015
-16,581
-23% -$968K 0.7% 45
2015
Q4 		$4.85M Hold
71,596
– – 0.84% 32
2015
Q3 		$4.85M Buy
71,596
+24,309
+51% +$1.59M 0.84% 32
2015
Q2 		$3.2M Sell
47,287
-2,150
-4% -$140K 0.75% 41
2015
Q1 		$3M Buy
49,437
+585
+1% +$34.6K 0.68% 45
2014
Q4 		$3.06M Sell
48,852
-1,764
-3% -$106K 0.7% 45
2014
Q3 		$3.05M Sell
50,616
-775
-2% -$45.3K 0.7% 48
2014
Q2 		$2.96M Buy
51,391
+2,650
+5% +$149K 0.68% 50
2014
Q1 		$2.96M Buy
48,741
+1,600
+3% +$92.5K 0.69% 49
2013
Q4 		$2.76M Buy
47,141
+1,784
+4% +$97.7K 0.63% 52
2013
Q3 		$2.35M Buy
45,357
+5,392
+13% +$289K 0.58% 55
2013
Q2 		$2.11M Buy
+39,965
New +$2.03M 0.54% 60

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

Bridges Investment Counsel's JPM Position: Q4 2017 in Review

Bridges Investment Counsel reduced its JPMorgan Chase (JPM) stake by 0.65% in Q4 2017, selling an estimated $10.1K and leaving 15,291 shares worth $1.64M. The position accounts for 0.9% of the portfolio, ranked #34.

Bridges Investment Counsel first reported a position in JPM in Q2 2013 and has held it in 19 quarters since. The position peaked at $5.15M in Q2 2017. 2,425 funds tracked by Wall St. Rank hold JPM as of Q4 2017.

  • Bridges Investment Counsel held 15,291 shares of JPMorgan Chase worth $1.64M as of Q4 2017.
  • Bridges Investment Counsel sold 100 JPMorgan Chase shares in Q4 2017, an estimated $10.1K.
  • JPMorgan Chase made up 0.9% of Bridges Investment Counsel's portfolio in Q4 2017, its #34 holding.
  • Bridges Investment Counsel first reported a position in JPMorgan Chase in Q2 2013 and has held it in 19 quarters since.
  • Bridges Investment Counsel's JPMorgan Chase position peaked at $5.15M in Q2 2017.
  • 2,425 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2017.

Based on Bridges Investment Counsel's 13F filing for Q4 2017, filed 9 Feb 2018.