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Edge Asset Management’s JPMorgan Chase JPM Stock Holding History

Edge Asset 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
2017
Q1 		$212M Buy
2,413,365
+319,887
+15% +$28.2M 1.6% 6
2016
Q4 		$181M Sell
2,093,478
-435,153
-17% -$33.2M 1.4% 9
2016
Q3 		$168M Buy
2,528,631
+24,024
+1% +$1.57M 1.41% 7
2016
Q2 		$156M Sell
2,504,607
-256,858
-9% -$16M 1.39% 8
2016
Q1 		$164M Buy
2,761,465
+20,226
+0.7% +$1.18M 1.57% 6
2015
Q4 		$181M Sell
2,741,239
-17,294
-0.6% -$1.13M 1.75% 4
2015
Q3 		$168M Sell
2,758,533
-45,600
-2% -$2.99M 1.68% 5
2015
Q2 		$190M Buy
2,804,133
+62,385
+2% +$4.07M 1.72% 3
2015
Q1 		$166M Buy
2,741,748
+64,718
+2% +$3.83M 1.44% 5
2014
Q4 		$168M Sell
2,677,030
-45,627
-2% -$2.75M 1.61% 2
2014
Q3 		$164M Buy
2,722,657
+40,000
+1% +$2.34M 1.64% 2
2014
Q2 		$155M Sell
2,682,657
-18,682
-0.7% -$1.05M 1.55% 6
2014
Q1 		$164M Sell
2,701,339
-29,662
-1% -$1.71M 1.74% 2
2013
Q4 		$160M Sell
2,731,001
-2,853,910
-51% -$156M 1.74% 3
2013
Q3 		$292M Buy
5,584,911
+2,782,329
+99% +$149M 1.79% 1
2013
Q2 		$148M Buy
+2,802,582
New +$142M 1.86% 2

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

Edge Asset Management's JPM Position: Q1 2017 in Review

Edge Asset Management increased its JPMorgan Chase (JPM) stake by 15% in Q1 2017, buying an estimated $28.2M and bringing the position to 2,413,365 shares worth $212M. The position accounts for 1.6% of the portfolio, ranked #6.

Edge Asset Management first reported a position in JPM in Q2 2013 and has held it in 16 quarters since. The position peaked at $292M in Q3 2013. 2,149 funds tracked by Wall St. Rank hold JPM as of Q1 2017.

  • Edge Asset Management held 2,413,365 shares of JPMorgan Chase worth $212M as of Q1 2017.
  • Edge Asset Management bought 319,887 JPMorgan Chase shares in Q1 2017, an estimated $28.2M.
  • JPMorgan Chase made up 1.6% of Edge Asset Management's portfolio in Q1 2017, its #6 holding.
  • Edge Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 16 quarters since.
  • Edge Asset Management's JPMorgan Chase position peaked at $292M in Q3 2013.
  • 2,149 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2017.

Based on Edge Asset Management's 13F filing for Q1 2017, filed 11 May 2017.