DILH
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Dai-ichi Life Holdings’s JPMorgan Chase JPM Stock Holding History

Dai-ichi Life Holdings’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
2016
Q4 		– Sell
-454,256
Closed -$30.2M – 240
2016
Q3 		$30.2M Sell
454,256
-1,059
-0.2% -$69K 0.92% 17
2016
Q2 		$28.3M Sell
455,315
-98,374
-18% -$6.14M 0.85% 18
2016
Q1 		$32.8M Buy
553,689
+19,928
+4% +$1.16M 0.99% 15
2015
Q4 		$35.2M Buy
533,761
+1,804
+0.3% +$117K 1.1% 8
2015
Q3 		$32.4M Buy
531,957
+52,570
+11% +$3.44M 1.01% 11
2015
Q2 		$32.5M Sell
479,387
-34,815
-7% -$2.27M 0.97% 10
2015
Q1 		$31.1M Sell
514,202
-36,640
-7% -$2.17M 0.88% 10
2014
Q4 		$34.5M Sell
550,842
-29,930
-5% -$1.8M 0.99% 10
2014
Q3 		$35M Buy
580,772
+41,859
+8% +$2.45M 1.04% 10
2014
Q2 		$31.1M Sell
538,913
-50,056
-8% -$2.81M 0.97% 11
2014
Q1 		$35.8M Sell
588,969
-22,598
-4% -$1.31M 1.13% 9
2013
Q4 		$35.8M Buy
611,567
+24,867
+4% +$1.36M 1.1% 9
2013
Q3 		$30.3M Sell
586,700
-240,929
-29% -$12.9M 1.06% 12
2013
Q2 		$43.7M Buy
+827,629
New +$42.1M 1.54% 5

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dai-ichi Life Holdings's JPM Position: Q4 2016 in Review

Dai-ichi Life Holdings sold out of JPMorgan Chase (JPM) in Q4 2016, closing a stake of 454,256 shares — an estimated $30.2M sold.

Dai-ichi Life Holdings first reported a position in JPM in Q2 2013 and held it in 14 quarters. The position peaked at $43.7M in Q2 2013. 2,089 funds tracked by Wall St. Rank hold JPM as of Q4 2016.

  • Dai-ichi Life Holdings reported no remaining JPMorgan Chase position as of Q4 2016 after selling out during the quarter.
  • Dai-ichi Life Holdings sold 454,256 JPMorgan Chase shares in Q4 2016, an estimated $30.2M.
  • Dai-ichi Life Holdings first reported a position in JPMorgan Chase in Q2 2013 and held it in 14 quarters.
  • Dai-ichi Life Holdings's JPMorgan Chase position peaked at $43.7M in Q2 2013.
  • 2,089 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2016.

Based on Dai-ichi Life Holdings's 13F filing for Q4 2016, filed 14 Feb 2017.