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Clinton Group’s JPMorgan Chase JPM Stock Holding History

Clinton 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
Q3 		$11.5M Buy
101,538
+92,538
+1,028% +$10.5M 4.1% 1
2018
Q2 		$938K Buy
+9,000
New +$987K 0.15% 208
2017
Q2 		– Sell
-197,390
Closed -$17.3M – 726
2017
Q1 		$17.3M Buy
+197,390
New +$17.4M 1.01% 1
2016
Q4 		– Sell
-346,903
Closed -$23.1M – 898
2016
Q3 		$23.1M Buy
+346,903
New +$22.6M 1.08% 3
2016
Q2 		– Sell
-84,580
Closed -$5.01M – 964
2016
Q1 		$5.01M Buy
84,580
+60,221
+247% +$3.52M 0.3% 84
2015
Q4 		$1.61M Buy
+24,359
New +$1.59M 0.13% 249
2015
Q2 		– Sell
-10,272
Closed -$622K – 640
2015
Q1 		$622K Buy
+10,272
New +$608K 0.16% 201
2014
Q2 		– Sell
-5,527
Closed -$336K – 372
2014
Q1 		$336K Buy
+5,527
New +$319K 0.12% 247
2013
Q3 		– Sell
-4,923
Closed -$260K – 374
2013
Q2 		$260K Buy
+4,923
New +$250K 0.08% 224

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

Clinton Group's JPM Position: Q3 2018 in Review

Clinton Group increased its JPMorgan Chase (JPM) stake by 1,028% in Q3 2018, buying an estimated $10.5M and bringing the position to 101,538 shares worth $11.5M. The position accounts for 4.1% of the portfolio, ranked #1.

Clinton Group first reported a position in JPM in Q2 2013 and has held it in 9 quarters since. The position peaked at $23.1M in Q3 2016. 2,449 funds tracked by Wall St. Rank hold JPM as of Q3 2018.

  • Clinton Group held 101,538 shares of JPMorgan Chase worth $11.5M as of Q3 2018.
  • Clinton Group bought 92,538 JPMorgan Chase shares in Q3 2018, an estimated $10.5M.
  • JPMorgan Chase made up 4.1% of Clinton Group's portfolio in Q3 2018, its #1 holding.
  • Clinton Group first reported a position in JPMorgan Chase in Q2 2013 and has held it in 9 quarters since.
  • Clinton Group's JPMorgan Chase position peaked at $23.1M in Q3 2016.
  • 2,449 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2018.

Based on Clinton Group's 13F filing for Q3 2018, filed 10 Oct 2018.