Elkhorn Investments’s JPMorgan Chase JPM Stock Holding History

Elkhorn Investments’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	–	Sell	-8,819	Closed	-$761K	–	137
2016 Q4	$761K	Buy	+8,819	New	+$672K	0.89%	65

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $315B AUM 27.84% 1-Year Est. Return

Elkhorn Investments's JPM Position: Q1 2017 in Review

Elkhorn Investments sold out of JPMorgan Chase (JPM) in Q1 2017, closing a stake of 8,819 shares — an estimated $761K sold.

Elkhorn Investments first reported a position in JPM in Q4 2016 and held it in 1 quarter. The position peaked at $761K in Q4 2016. 2,150 funds tracked by Wall St. Rank hold JPM as of Q1 2017.

Elkhorn Investments reported no remaining JPMorgan Chase position as of Q1 2017 after selling out during the quarter.
Elkhorn Investments sold 8,819 JPMorgan Chase shares in Q1 2017, an estimated $761K.
Elkhorn Investments first reported a position in JPMorgan Chase in Q4 2016 and held it in 1 quarter.
Elkhorn Investments's JPMorgan Chase position peaked at $761K in Q4 2016.
2,150 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2017.

Based on Elkhorn Investments's 13F filing for Q1 2017, filed 2 May 2017.