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Credential Securities’s JPMorgan Chase JPM Stock Holding History

Credential Securities’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 		$3.13M Sell
29,990
-2,015
-6% -$221K 0.71% 32
2018
Q1 		$3.52M Sell
32,005
-1,672
-5% -$189K 0.84% 30
2017
Q4 		$3.61M Sell
33,677
-699
-2% -$70.8K 0.87% 30
2017
Q3 		$3.28M Buy
34,376
+1,141
+3% +$105K 0.88% 29
2017
Q2 		$3.03M Buy
33,235
+1,063
+3% +$91.7K 0.93% 29
2017
Q1 		$2.83M Buy
32,172
+109
+0.3% +$9.62K 0.99% 29
2016
Q4 		$2.77M Buy
32,063
+870
+3% +$66.3K 1.1% 26
2016
Q3 		$2.08M Buy
31,193
+658
+2% +$42.9K 0.94% 25
2016
Q2 		$1.9M Buy
30,535
+943
+3% +$58.9K 0.99% 21
2016
Q1 		$1.75M Buy
29,592
+808
+3% +$47.2K 1.01% 22
2015
Q4 		$1.9M Buy
28,784
+3,385
+13% +$220K 1.25% 17
2015
Q3 		$1.55M Buy
25,399
+920
+4% +$60.3K 1.08% 21
2015
Q2 		$1.66M Buy
24,479
+4,449
+22% +$290K 1.05% 23
2015
Q1 		$1.21M Sell
20,030
-4,855
-20% -$288K 0.79% 29
2014
Q4 		$1.56M Buy
24,885
+1,278
+5% +$76.9K 1.01% 22
2014
Q3 		$1.42M Buy
23,607
+1,136
+5% +$66.4K 0.96% 22
2014
Q2 		$1.29M Buy
22,471
+1,873
+9% +$105K 0.86% 30
2014
Q1 		$1.25M Buy
+20,598
New +$1.19M 0.93% 28

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

Credential Securities's JPM Position: Q2 2018 in Review

Credential Securities reduced its JPMorgan Chase (JPM) stake by 6.3% in Q2 2018, selling an estimated $221K and leaving 29,990 shares worth $3.13M. The position accounts for 0.71% of the portfolio, ranked #32.

Credential Securities first reported a position in JPM in Q1 2014 and has held it in 18 quarters since. The position peaked at $3.61M in Q4 2017. 2,437 funds tracked by Wall St. Rank hold JPM as of Q2 2018.

  • Credential Securities held 29,990 shares of JPMorgan Chase worth $3.13M as of Q2 2018.
  • Credential Securities sold 2,015 JPMorgan Chase shares in Q2 2018, an estimated $221K.
  • JPMorgan Chase made up 0.71% of Credential Securities's portfolio in Q2 2018, its #32 holding.
  • Credential Securities first reported a position in JPMorgan Chase in Q1 2014 and has held it in 18 quarters since.
  • Credential Securities's JPMorgan Chase position peaked at $3.61M in Q4 2017.
  • 2,437 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.