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Calvert Investment Management’s JPMorgan Chase JPM Stock Holding History

Calvert 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
Q2 		– Sell
-49,800
Closed -$2.95M – 788
2016
Q1 		$2.95M Sell
49,800
-75,618
-60% -$4.42M 0.13% 161
2015
Q4 		$8.28M Sell
125,418
-257,329
-67% -$16.8M 0.38% 58
2015
Q3 		$23.3M Sell
382,747
-10,746
-3% -$704K 1.16% 24
2015
Q2 		$26.7M Sell
393,493
-30,118
-7% -$1.97M 1.18% 24
2015
Q1 		$25.7M Buy
423,611
+57,121
+16% +$3.38M 1.66% 4
2014
Q4 		$22.9M Buy
366,490
+187,121
+104% +$11.3M 1.57% 4
2014
Q3 		$10.8M Buy
179,369
+119,336
+199% +$6.98M 0.8% 27
2014
Q2 		$3.46M Buy
60,033
+11,417
+23% +$642K 0.23% 109
2014
Q1 		$2.95M Buy
48,616
+1,711
+4% +$98.9K 0.21% 107
2013
Q4 		$2.74M Sell
46,905
-100,408
-68% -$5.5M 0.2% 109
2013
Q3 		$7.62M Sell
147,313
-140,414
-49% -$7.53M 0.95% 29
2013
Q2 		$15.2M Buy
+287,727
New +$14.6M 2.07% 1

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Calvert Investment Management's JPM Position: Q2 2016 in Review

Calvert Investment Management sold out of JPMorgan Chase (JPM) in Q2 2016, closing a stake of 49,800 shares — an estimated $2.95M sold.

Calvert Investment Management first reported a position in JPM in Q2 2013 and held it in 12 quarters. The position peaked at $26.7M in Q2 2015. 1,909 funds tracked by Wall St. Rank hold JPM as of Q2 2016.

  • Calvert Investment Management reported no remaining JPMorgan Chase position as of Q2 2016 after selling out during the quarter.
  • Calvert Investment Management sold 49,800 JPMorgan Chase shares in Q2 2016, an estimated $2.95M.
  • Calvert Investment Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 12 quarters.
  • Calvert Investment Management's JPMorgan Chase position peaked at $26.7M in Q2 2015.
  • 1,909 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2016.

Based on Calvert Investment Management's 13F filing for Q2 2016, filed 4 Aug 2016.