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CI Global Investments’s JPMorgan Chase JPM Stock Holding History

CI Global Investments’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
Q3 		$704K Buy
6,240
+6,064
+3,445% +$688K 0.01% 60
2018
Q2 		$18K Buy
176
+86
+96% +$9.43K ﹤0.01% 88
2018
Q1 		$10K Buy
+90
New +$10.2K ﹤0.01% 87
2017
Q3 		– Sell
-290,081
Closed -$26.5M – 105
2017
Q2 		$26.5M Buy
+290,081
New +$25M 0.5% 38

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CI Global Investments's JPM Position: Q3 2018 in Review

CI Global Investments increased its JPMorgan Chase (JPM) stake by 3,445% in Q3 2018, buying an estimated $688K and bringing the position to 6,240 shares worth $704K. The position accounts for 0.01% of the portfolio, ranked #60.

CI Global Investments first reported a position in JPM in Q2 2017 and has held it in 4 quarters since. The position peaked at $26.5M in Q2 2017. 2,449 funds tracked by Wall St. Rank hold JPM as of Q3 2018.

  • CI Global Investments held 6,240 shares of JPMorgan Chase worth $704K as of Q3 2018.
  • CI Global Investments bought 6,064 JPMorgan Chase shares in Q3 2018, an estimated $688K.
  • JPMorgan Chase made up 0.01% of CI Global Investments's portfolio in Q3 2018, its #60 holding.
  • CI Global Investments first reported a position in JPMorgan Chase in Q2 2017 and has held it in 4 quarters since.
  • CI Global Investments's JPMorgan Chase position peaked at $26.5M in Q2 2017.
  • 2,449 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2018.

Based on CI Global Investments's 13F filing for Q3 2018, filed 9 Nov 2018.