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Capital Impact Advisors’s JPMorgan Chase JPM Stock Holding History

Capital Impact Advisors’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
Q1 		– Sell
-14,930
Closed -$1.29M – 193
2016
Q4 		$1.29M Hold
14,930
– – 0.53% 48
2016
Q3 		$994K Hold
14,930
– – 0.43% 102
2016
Q2 		$928K Buy
+14,930
New +$933K 0.43% 103

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

Capital Impact Advisors's JPM Position: Q1 2017 in Review

Capital Impact Advisors sold out of JPMorgan Chase (JPM) in Q1 2017, closing a stake of 14,930 shares — an estimated $1.29M sold.

Capital Impact Advisors first reported a position in JPM in Q2 2016 and held it in 3 quarters. The position peaked at $1.29M in Q4 2016. 2,149 funds tracked by Wall St. Rank hold JPM as of Q1 2017.

  • Capital Impact Advisors reported no remaining JPMorgan Chase position as of Q1 2017 after selling out during the quarter.
  • Capital Impact Advisors sold 14,930 JPMorgan Chase shares in Q1 2017, an estimated $1.29M.
  • Capital Impact Advisors first reported a position in JPMorgan Chase in Q2 2016 and held it in 3 quarters.
  • Capital Impact Advisors's JPMorgan Chase position peaked at $1.29M in Q4 2016.
  • 2,149 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2017.

Based on Capital Impact Advisors's 13F filing for Q1 2017, filed 19 Apr 2017.