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Denver Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Denver Investment Advisors’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
Q1 		$6.97M Sell
63,428
-1,056
-2% -$120K 0.37% 102
2017
Q4 		$6.9M Sell
64,484
-2,209
-3% -$224K 0.34% 108
2017
Q3 		$6.37M Sell
66,693
-1,768
-3% -$163K 0.31% 111
2017
Q2 		$6.26M Sell
68,461
-903
-1% -$77.9K 0.28% 115
2017
Q1 		$6.09M Sell
69,364
-24,257
-26% -$2.14M 0.27% 117
2016
Q4 		$8.08M Sell
93,621
-14,728
-14% -$1.12M 0.34% 108
2016
Q3 		$7.21M Sell
108,349
-4,306
-4% -$281K 0.32% 111
2016
Q2 		$7M Sell
112,655
-6,901
-6% -$431K 0.32% 115
2016
Q1 		$7.08M Sell
119,556
-2,291
-2% -$134K 0.31% 116
2015
Q4 		$8.05M Buy
121,847
+11,183
+10% +$728K 0.36% 106
2015
Q3 		$6.75M Sell
110,664
-1,305
-1% -$85.5K 0.29% 113
2015
Q2 		$7.59M Sell
111,969
-545
-0.5% -$35.6K 0.28% 108
2015
Q1 		$6.82M Buy
112,514
+12,991
+13% +$769K 0.22% 122
2014
Q4 		$6.23M Sell
99,523
-6,385
-6% -$384K 0.2% 133
2014
Q3 		$6.38M Sell
105,908
-3,307
-3% -$193K 0.21% 132
2014
Q2 		$6.29M Sell
109,215
-1,992
-2% -$112K 0.19% 134
2014
Q1 		$6.75M Sell
111,207
-33,922
-23% -$1.96M 0.2% 149
2013
Q4 		$8.49K Buy
145,129
+841
+0.6% +$46.1K 0.24% 140
2013
Q3 		$7.46M Sell
144,288
-61,379
-30% -$3.29M 0.16% 182
2013
Q2 		$10.9M Buy
+205,667
New +$10.5M 0.25% 127

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Denver Investment Advisors's JPM Position: Q1 2018 in Review

Denver Investment Advisors reduced its JPMorgan Chase (JPM) stake by 1.6% in Q1 2018, selling an estimated $120K and leaving 63,428 shares worth $6.97M. The position accounts for 0.37% of the portfolio, ranked #102.

Denver Investment Advisors first reported a position in JPM in Q2 2013 and has held it in 20 quarters since. The position peaked at $10.9M in Q2 2013. 2,447 funds tracked by Wall St. Rank hold JPM as of Q1 2018.

  • Denver Investment Advisors held 63,428 shares of JPMorgan Chase worth $6.97M as of Q1 2018.
  • Denver Investment Advisors sold 1,056 JPMorgan Chase shares in Q1 2018, an estimated $120K.
  • JPMorgan Chase made up 0.37% of Denver Investment Advisors's portfolio in Q1 2018, its #102 holding.
  • Denver Investment Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 20 quarters since.
  • Denver Investment Advisors's JPMorgan Chase position peaked at $10.9M in Q2 2013.
  • 2,447 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2018.

Based on Denver Investment Advisors's 13F filing for Q1 2018, filed 10 May 2018.