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Carl Domino’s JPMorgan Chase JPM Stock Holding History

Carl Domino’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
Q3 		$1.97M Sell
20,589
-1,445
-7% -$133K 2.4% 5
2017
Q2 		$2.01M Sell
22,034
-2,450
-10% -$211K 2.34% 4
2017
Q1 		$2.15M Sell
24,484
-2,717
-10% -$240K 2.35% 3
2016
Q4 		$2.35M Sell
27,201
-1,341
-5% -$102K 2.5% 1
2016
Q3 		$1.87M Sell
28,542
-1,854
-6% -$121K 1.77% 10
2016
Q2 		$1.89M Sell
30,396
-690
-2% -$43.1K 1.77% 13
2016
Q1 		$1.84M Sell
31,086
-6,309
-17% -$368K 1.68% 13
2015
Q4 		$2.47M Sell
37,395
-2,434
-6% -$158K 1.93% 6
2015
Q3 		$2.43M Sell
39,829
-1,605
-4% -$105K 1.95% 6
2015
Q2 		$2.81M Buy
41,434
+11,306
+38% +$738K 1.91% 4
2015
Q1 		$1.82M Sell
30,128
-11,368
-27% -$673K 1.36% 22
2014
Q4 		$2.6M Sell
41,496
-2,374
-5% -$143K 1.4% 23
2014
Q3 		$2.64M Sell
43,870
-964
-2% -$56.4K 1.42% 21
2014
Q2 		$2.58M Sell
44,834
-519
-1% -$29.2K 1.29% 35
2014
Q1 		$2.75M Buy
45,353
+805
+2% +$46.5K 1.46% 20
2013
Q4 		$2.6M Sell
44,548
-4,561
-9% -$250K 1.42% 26
2013
Q3 		$2.54M Sell
49,109
-12,024
-20% -$645K 1.44% 25
2013
Q2 		$3.23M Buy
+61,133
New +$3.11M 1.82% 6

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Carl Domino's JPM Position: Q3 2017 in Review

Carl Domino reduced its JPMorgan Chase (JPM) stake by 6.6% in Q3 2017, selling an estimated $133K and leaving 20,589 shares worth $1.97M. The position accounts for 2.4% of the portfolio, ranked #5.

Carl Domino first reported a position in JPM in Q2 2013 and has held it in 18 quarters since. The position peaked at $3.23M in Q2 2013. 2,202 funds tracked by Wall St. Rank hold JPM as of Q3 2017.

  • Carl Domino held 20,589 shares of JPMorgan Chase worth $1.97M as of Q3 2017.
  • Carl Domino sold 1,445 JPMorgan Chase shares in Q3 2017, an estimated $133K.
  • JPMorgan Chase made up 2.4% of Carl Domino's portfolio in Q3 2017, its #5 holding.
  • Carl Domino first reported a position in JPMorgan Chase in Q2 2013 and has held it in 18 quarters since.
  • Carl Domino's JPMorgan Chase position peaked at $3.23M in Q2 2013.
  • 2,202 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2017.

Based on Carl Domino's 13F filing for Q3 2017, filed 7 Nov 2017.