Egerton Capital (UK)’s JPMorgan Chase JPM Stock Holding History

Egerton Capital (UK)’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	-2,424,646	Closed	-$232M	–	38
2017 Q3	$232M	Sell	2,424,646 -982,925	-29%	-$90.6M	2.07%	18
2017 Q2	$311M	Buy	3,407,571 +3,546	+0.1%	+$306K	3.12%	13
2017 Q1	$299M	Sell	3,404,025 -854,543	-20%	-$75.4M	3.23%	14
2016 Q4	$367M	Sell	4,258,568 -144,870	-3%	-$11M	4.47%	8
2016 Q3	$293M	Sell	4,403,438 -17,133	-0.4%	-$1.12M	3.32%	14
2016 Q2	$275M	Buy	4,420,571 +954,672	+28%	+$59.6M	3.08%	11
2016 Q1	$205M	Sell	3,465,899 -170,834	-5%	-$9.98M	1.96%	20
2015 Q4	$240M	Sell	3,636,733 -1,198,092	-25%	-$78M	2.49%	19
2015 Q3	$295M	Sell	4,834,825 -1,049,419	-18%	-$68.7M	3.33%	16
2015 Q2	$399M	Buy	5,884,244 +2,179,699	+59%	+$142M	5.05%	6
2015 Q1	$224M	Sell	3,704,545 -648,886	-15%	-$38.4M	3.07%	14
2014 Q4	$272M	Buy	+4,353,431	New	+$262M	3.65%	12

Other funds holding JPM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Egerton Capital (UK)'s JPM Position: Q4 2017 in Review

Egerton Capital (UK) sold out of JPMorgan Chase (JPM) in Q4 2017, closing a stake of 2,424,646 shares — an estimated $232M sold.

Egerton Capital (UK) first reported a position in JPM in Q4 2014 and held it in 12 quarters. The position peaked at $399M in Q2 2015. 2,425 funds tracked by Wall St. Rank hold JPM as of Q4 2017.

Egerton Capital (UK) reported no remaining JPMorgan Chase position as of Q4 2017 after selling out during the quarter.
Egerton Capital (UK) sold 2,424,646 JPMorgan Chase shares in Q4 2017, an estimated $232M.
Egerton Capital (UK) first reported a position in JPMorgan Chase in Q4 2014 and held it in 12 quarters.
Egerton Capital (UK)'s JPMorgan Chase position peaked at $399M in Q2 2015.
2,425 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2017.

Based on Egerton Capital (UK)'s 13F filing for Q4 2017, filed 8 Feb 2018.