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Dreman Value Management’s JPMorgan Chase JPM Stock Holding History

Dreman Value Management’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 		$3.53M Sell
32,140
-2,431
-7% -$275K 1.6% 3
2017
Q4 		$3.7M Sell
34,571
-5,466
-14% -$553K 2.08% 1
2017
Q3 		$3.82M Buy
40,037
+3,248
+9% +$300K 2.1% 1
2017
Q2 		$3.36M Buy
36,789
+3,625
+11% +$313K 1.85% 2
2017
Q1 		$2.91M Buy
33,164
+4,528
+16% +$399K 1.67% 2
2016
Q4 		$2.47M Sell
28,636
-8,997
-24% -$686K 1.38% 5
2016
Q3 		$2.51M Sell
37,633
-1,065
-3% -$69.4K 1.52% 7
2016
Q2 		$2.4M Sell
38,698
-3,197
-8% -$200K 1.49% 5
2016
Q1 		$2.48M Buy
41,895
+3,240
+8% +$189K 0.28% 104
2015
Q4 		$2.55M Sell
38,655
-5,314
-12% -$346K 0.77% 37
2015
Q3 		$2.68M Buy
43,969
+2,057
+5% +$135K 0.27% 109
2015
Q2 		$2.84M Buy
41,912
+6
+0% +$392 0.23% 144
2015
Q1 		$2.54M Buy
41,906
+3,460
+9% +$205K 0.22% 150
2014
Q4 		$2.41M Sell
38,446
-1,120
-3% -$67.4K 0.2% 174
2014
Q3 		$2.38M Buy
39,566
+35
+0.1% +$2.05K 0.19% 174
2014
Q2 		$2.28M Sell
39,531
-12,181
-24% -$685K 0.17% 188
2014
Q1 		$3.14M Buy
51,712
+17,798
+52% +$1.03M 0.24% 158
2013
Q4 		$3.08M Sell
33,914
-18,932
-36% -$1.04M 0.23% 157
2013
Q3 		$2.73M Buy
+52,846
New +$2.83M 0.25% 160

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

Dreman Value Management's JPM Position: Q1 2018 in Review

Dreman Value Management reduced its JPMorgan Chase (JPM) stake by 7% in Q1 2018, selling an estimated $275K and leaving 32,140 shares worth $3.53M. The position accounts for 1.6% of the portfolio, ranked #3.

Dreman Value Management first reported a position in JPM in Q3 2013 and has held it in 19 quarters since. The position peaked at $3.82M in Q3 2017. 2,446 funds tracked by Wall St. Rank hold JPM as of Q1 2018.

  • Dreman Value Management held 32,140 shares of JPMorgan Chase worth $3.53M as of Q1 2018.
  • Dreman Value Management sold 2,431 JPMorgan Chase shares in Q1 2018, an estimated $275K.
  • JPMorgan Chase made up 1.6% of Dreman Value Management's portfolio in Q1 2018, its #3 holding.
  • Dreman Value Management first reported a position in JPMorgan Chase in Q3 2013 and has held it in 19 quarters since.
  • Dreman Value Management's JPMorgan Chase position peaked at $3.82M in Q3 2017.
  • 2,446 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2018.

Based on Dreman Value Management's 13F filing for Q1 2018, filed 2 May 2018.