Croft-Leominster’s JPMorgan Chase JPM Stock Holding History

Croft-Leominster’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 Q4	–	Sell	-2,698	Closed	-$257K	–	81
2017 Q3	$257K	Hold	2,698	–	–	0.06%	109
2017 Q2	$246K	Sell	2,698 -1,302	-33%	-$112K	0.06%	118
2017 Q1	$351K	Buy	+4,000	New	+$353K	0.08%	105
2016 Q4	–	Sell	-4,000	Closed	-$305K	–	105
2016 Q3	$266K	Sell	4,000 -98	-2%	-$6.39K	0.07%	112
2016 Q2	$254K	Sell	4,098 -450	-10%	-$28.1K	0.06%	145
2016 Q1	$269K	Sell	4,548 -47	-1%	-$2.75K	0.06%	137
2015 Q4	$303K	Buy	4,595 +1,102	+32%	+$71.8K	0.07%	133
2015 Q3	$213K	Hold	3,493	–	–	0.05%	155
2015 Q2	$237K	Hold	3,493	–	–	0.05%	157
2015 Q1	$212K	Hold	3,493	–	–	0.04%	167
2014 Q4	$219K	Hold	3,493	–	–	0.04%	168
2014 Q3	$210K	Hold	3,493	–	–	0.04%	165
2014 Q2	$201K	Hold	3,493	–	–	0.03%	172
2014 Q1	$212K	Sell	3,493 -60	-2%	-$3.47K	0.03%	164
2013 Q4	$208K	Buy	+3,553	New	+$195K	0.03%	173
2013 Q3	–	Sell	-4,553	Closed	-$240K	–	190
2013 Q2	$240K	Buy	+4,553	New	+$231K	0.04%	147

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Croft-Leominster's JPM Position: Q4 2017 in Review

Croft-Leominster sold out of JPMorgan Chase (JPM) in Q4 2017, closing a stake of 2,698 shares — an estimated $257K sold.

Croft-Leominster first reported a position in JPM in Q2 2013 and held it in 16 quarters. The position peaked at $351K in Q1 2017. 2,425 funds tracked by Wall St. Rank hold JPM as of Q4 2017.

Croft-Leominster reported no remaining JPMorgan Chase position as of Q4 2017 after selling out during the quarter.
Croft-Leominster sold 2,698 JPMorgan Chase shares in Q4 2017, an estimated $257K.
Croft-Leominster first reported a position in JPMorgan Chase in Q2 2013 and held it in 16 quarters.
Croft-Leominster's JPMorgan Chase position peaked at $351K in Q1 2017.
2,425 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2017.

Based on Croft-Leominster's 13F filing for Q4 2017, filed 6 Mar 2018.