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EdgePoint Investment Group’s JPMorgan Chase JPM Stock Holding History

EdgePoint Investment Group’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
Q4 		– Sell
-1,179,491
Closed -$113M – 45
2017
Q3 		$113M Sell
1,179,491
-12,766
-1% -$1.18M 1.68% 19
2017
Q2 		$109M Buy
1,192,257
+213,443
+22% +$18.4M 1.73% 20
2017
Q1 		$86M Sell
978,814
-2,027,347
-67% -$179M 1.45% 22
2016
Q4 		$259M Sell
3,006,161
-577,538
-16% -$44M 4.36% 10
2016
Q3 		$239M Sell
3,583,699
-1,232,024
-26% -$80.3M 3.9% 14
2016
Q2 		$299M Sell
4,815,723
-213,413
-4% -$13.3M 5.23% 4
2016
Q1 		$298M Buy
5,029,136
+242,710
+5% +$14.2M 5.16% 7
2015
Q4 		$316M Buy
4,786,426
+655,227
+16% +$42.7M 6.13% 4
2015
Q3 		$252M Sell
4,131,199
-262,820
-6% -$17.2M 5.01% 5
2015
Q2 		$298M Buy
4,394,019
+357,050
+9% +$23.3M 5.79% 4
2015
Q1 		$245M Buy
4,036,969
+414,407
+11% +$24.5M 5.4% 7
2014
Q4 		$227M Buy
3,622,562
+46,300
+1% +$2.79M 5.53% 6
2014
Q3 		$215M Sell
3,576,262
-35,472
-1% -$2.07M 5.45% 6
2014
Q2 		$208M Buy
3,611,734
+31,157
+0.9% +$1.75M 4.82% 7
2014
Q1 		$217M Buy
3,580,577
+68,247
+2% +$3.94M 5.07% 5
2013
Q4 		$205M Hold
3,512,330
– – 5.33% 4
2013
Q3 		$182M Buy
3,512,330
+267,907
+8% +$14.4M 5.3% 3
2013
Q2 		$171M Buy
+3,244,423
New +$165M 5.7% 4

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

EdgePoint Investment Group's JPM Position: Q4 2017 in Review

EdgePoint Investment Group sold out of JPMorgan Chase (JPM) in Q4 2017, closing a stake of 1,179,491 shares — an estimated $113M sold.

EdgePoint Investment Group first reported a position in JPM in Q2 2013 and held it in 18 quarters. The position peaked at $316M in Q4 2015. 2,425 funds tracked by Wall St. Rank hold JPM as of Q4 2017.

  • EdgePoint Investment Group reported no remaining JPMorgan Chase position as of Q4 2017 after selling out during the quarter.
  • EdgePoint Investment Group sold 1,179,491 JPMorgan Chase shares in Q4 2017, an estimated $113M.
  • EdgePoint Investment Group first reported a position in JPMorgan Chase in Q2 2013 and held it in 18 quarters.
  • EdgePoint Investment Group's JPMorgan Chase position peaked at $316M in Q4 2015.
  • 2,425 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2017.

Based on EdgePoint Investment Group's 13F filing for Q4 2017, filed 13 Feb 2018.