EA
JPM icon

Emerald Acquisition’s JPMorgan Chase JPM Stock Holding History

Emerald Acquisition’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
2016
Q3 		$515M Sell
7,731,370
-1,065,844
-12% -$69.5M 0.99% 6
2016
Q2 		$546M Buy
+8,797,214
New +$549M 0.95% 6

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Emerald Acquisition's JPM Position: Q3 2016 in Review

Emerald Acquisition reduced its JPMorgan Chase (JPM) stake by 12% in Q3 2016, selling an estimated $69.5M and leaving 7,731,370 shares worth $515M. The position accounts for 0.99% of the portfolio, ranked #6.

Emerald Acquisition first reported a position in JPM in Q2 2016 and has held it in 2 quarters since. The position peaked at $546M in Q2 2016. 1,923 funds tracked by Wall St. Rank hold JPM as of Q3 2016.

  • Emerald Acquisition held 7,731,370 shares of JPMorgan Chase worth $515M as of Q3 2016.
  • Emerald Acquisition sold 1,065,844 JPMorgan Chase shares in Q3 2016, an estimated $69.5M.
  • JPMorgan Chase made up 0.99% of Emerald Acquisition's portfolio in Q3 2016, its #6 holding.
  • Emerald Acquisition first reported a position in JPMorgan Chase in Q2 2016 and has held it in 2 quarters since.
  • Emerald Acquisition's JPMorgan Chase position peaked at $546M in Q2 2016.
  • 1,923 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2016.

Based on Emerald Acquisition's 13F filing for Q3 2016, filed 9 Nov 2016.