Daniel Loeb’s JPMorgan Chase JPM Stock Holding History

Daniel Loeb’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 Q2	–	Sell	-3,750,000	Closed	-$329M	–	38
2017 Q1	$329M	Sell	3,750,000 -1,500,000	-29%	-$132M	3.21%	7
2016 Q4	$453M	Buy	+5,250,000	New	+$400M	4.45%	5

Other funds holding JPM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Daniel Loeb's JPM Position: Q2 2017 in Review

Daniel Loeb sold out of JPMorgan Chase (JPM) in Q2 2017, closing a stake of 3,750,000 shares — an estimated $329M sold.

Daniel Loeb first reported a position in JPM in Q4 2016 and held it in 2 quarters. The position peaked at $453M in Q4 2016. 2,199 funds tracked by Wall St. Rank hold JPM as of Q2 2017.

Daniel Loeb reported no remaining JPMorgan Chase position as of Q2 2017 after selling out during the quarter.
Daniel Loeb sold 3,750,000 JPMorgan Chase shares in Q2 2017, an estimated $329M.
Daniel Loeb first reported a position in JPMorgan Chase in Q4 2016 and held it in 2 quarters.
Daniel Loeb's JPMorgan Chase position peaked at $453M in Q4 2016.
2,199 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2017.

Based on Third Point's 13F filing for Q2 2017, filed 11 Aug 2017.