Columbia Partners Investment Management’s JPMorgan Chase JPM Stock Holding History

Columbia Partners 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
2018 Q2	–	Sell	-36,271	Closed	-$3.99M	–	188
2018 Q1	$3.99M	Buy	36,271 +7,716	+27%	+$874K	0.51%	51
2017 Q4	$3.05M	Sell	28,555 -1,349	-5%	-$137K	0.4%	80
2017 Q3	$2.86M	Buy	29,904 +22,157	+286%	+$2.04M	0.38%	93
2017 Q2	$708K	Sell	7,747 -11,185	-59%	-$965K	0.09%	194
2017 Q1	$1.66M	Sell	18,932 -20,805	-52%	-$1.84M	0.21%	133
2016 Q4	$3.43M	Sell	39,737 -9	-0%	-$686	0.31%	115
2016 Q3	$2.65M	Buy	+39,746	New	+$2.59M	0.21%	156
2014 Q4	–	Sell	-22,653	Closed	-$1.36M	–	343
2014 Q3	$1.36M	Buy	+22,653	New	+$1.32M	0.07%	219
2013 Q4	–	Sell	-21,461	Closed	-$1.11M	–	329
2013 Q3	$1.11M	Buy	21,461 +1,321	+7%	+$70.9K	0.05%	240
2013 Q2	$1.06M	Buy	+20,140	New	+$1.02M	0.05%	245

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Columbia Partners Investment Management's JPM Position: Q2 2018 in Review

Columbia Partners Investment Management sold out of JPMorgan Chase (JPM) in Q2 2018, closing a stake of 36,271 shares — an estimated $3.99M sold.

Columbia Partners Investment Management first reported a position in JPM in Q2 2013 and held it in 10 quarters. The position peaked at $3.99M in Q1 2018. 2,437 funds tracked by Wall St. Rank hold JPM as of Q2 2018.

Columbia Partners Investment Management reported no remaining JPMorgan Chase position as of Q2 2018 after selling out during the quarter.
Columbia Partners Investment Management sold 36,271 JPMorgan Chase shares in Q2 2018, an estimated $3.99M.
Columbia Partners Investment Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 10 quarters.
Columbia Partners Investment Management's JPMorgan Chase position peaked at $3.99M in Q1 2018.
2,437 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2018.

Based on Columbia Partners Investment Management's 13F filing for Q2 2018, filed 12 Jul 2018.