C WorldWide Group’s JPMorgan Chase JPM Stock Holding History

C WorldWide Group’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
2018 Q2	–	Sell	-6,427	Closed	-$707K	–	133
2018 Q1	$707K	Hold	6,427	–	–	0.01%	109
2017 Q4	$687K	Sell	6,427 -3,873	-38%	-$392K	0.01%	107
2017 Q3	$984K	Hold	10,300	–	–	0.01%	105
2017 Q2	$941K	Hold	10,300	–	–	0.01%	108
2017 Q1	$905K	Hold	10,300	–	–	0.02%	103
2016 Q4	$888K	Hold	10,300	–	–	0.02%	102
2016 Q3	$686K	Sell	10,300 -12,200	-54%	-$795K	0.01%	112
2016 Q2	$1.4M	Hold	22,500	–	–	0.03%	87
2016 Q1	$1.33M	Hold	22,500	–	–	0.03%	92
2015 Q4	$1.49M	Hold	22,500	–	–	0.03%	95
2015 Q3	$1.37M	Hold	22,500	–	–	0.02%	96
2015 Q2	$1.52M	Buy	+22,500	New	+$1.47M	0.02%	96

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

C WorldWide Group's JPM Position: Q2 2018 in Review

C WorldWide Group sold out of JPMorgan Chase (JPM) in Q2 2018, closing a stake of 6,427 shares — an estimated $707K sold.

C WorldWide Group first reported a position in JPM in Q2 2015 and held it in 12 quarters. The position peaked at $1.52M in Q2 2015. 2,436 funds tracked by Wall St. Rank hold JPM as of Q2 2018.

C WorldWide Group reported no remaining JPMorgan Chase position as of Q2 2018 after selling out during the quarter.
C WorldWide Group sold 6,427 JPMorgan Chase shares in Q2 2018, an estimated $707K.
C WorldWide Group first reported a position in JPMorgan Chase in Q2 2015 and held it in 12 quarters.
C WorldWide Group's JPMorgan Chase position peaked at $1.52M in Q2 2015.
2,436 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2018.

Based on C WorldWide Group's 13F filing for Q2 2018, filed 3 Aug 2018.