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ExxonMobil Investment Management’s JPMorgan Chase JPM Stock Holding History

ExxonMobil Investment 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
2018
Q1 		$57.8M Sell
525,398
-26,304
-5% -$2.98M 1.67% 6
2017
Q4 		$59M Sell
551,702
-90,911
-14% -$9.2M 1.62% 7
2017
Q3 		$61.4M Sell
642,613
-39,520
-6% -$3.64M 1.55% 8
2017
Q2 		$62.3M Sell
682,133
-111,075
-14% -$9.58M 1.56% 7
2017
Q1 		$69.7M Sell
793,208
-35,040
-4% -$3.09M 1.54% 8
2016
Q4 		$71.5M Sell
828,248
-94,020
-10% -$7.17M 1.6% 6
2016
Q3 		$61.4M Sell
922,268
-24,259
-3% -$1.58M 1.28% 10
2016
Q2 		$58.8M Buy
946,527
+52,907
+6% +$3.3M 1.24% 11
2016
Q1 		$52.9M Buy
893,620
+68,525
+8% +$4M 1.21% 15
2015
Q4 		$54.5M Sell
825,095
-23,834
-3% -$1.55M 1.35% 9
2015
Q3 		$51.8M Buy
848,929
+25,076
+3% +$1.64M 1.33% 9
2015
Q2 		$55.8M Sell
823,853
-72,744
-8% -$4.75M 1.37% 8
2015
Q1 		$54.3M Buy
896,597
+15,285
+2% +$905K 1.23% 9
2014
Q4 		$55.2M Sell
881,312
-40,363
-4% -$2.43M 1.27% 10
2014
Q3 		$55.5M Sell
921,675
-41,241
-4% -$2.41M 1.29% 11
2014
Q2 		$55.5M Sell
962,916
-28,824
-3% -$1.62M 1.25% 10
2014
Q1 		$60.2M Buy
991,740
+13,184
+1% +$762K 1.37% 8
2013
Q4 		$57.2M Sell
978,556
-22,195
-2% -$1.22M 1.33% 9
2013
Q3 		$51.7M Sell
1,000,751
-49,526
-5% -$2.66M 1.3% 11
2013
Q2 		$55.4M Buy
+1,050,277
New +$53.4M 1.39% 11

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

ExxonMobil Investment Management's JPM Position: Q1 2018 in Review

ExxonMobil Investment Management reduced its JPMorgan Chase (JPM) stake by 4.8% in Q1 2018, selling an estimated $2.98M and leaving 525,398 shares worth $57.8M. The position accounts for 1.67% of the portfolio, ranked #6.

ExxonMobil Investment Management first reported a position in JPM in Q2 2013 and has held it in 20 quarters since. The position peaked at $71.5M in Q4 2016. 2,447 funds tracked by Wall St. Rank hold JPM as of Q1 2018.

  • ExxonMobil Investment Management held 525,398 shares of JPMorgan Chase worth $57.8M as of Q1 2018.
  • ExxonMobil Investment Management sold 26,304 JPMorgan Chase shares in Q1 2018, an estimated $2.98M.
  • JPMorgan Chase made up 1.67% of ExxonMobil Investment Management's portfolio in Q1 2018, its #6 holding.
  • ExxonMobil Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 20 quarters since.
  • ExxonMobil Investment Management's JPMorgan Chase position peaked at $71.5M in Q4 2016.
  • 2,447 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2018.

Based on ExxonMobil Investment Management's 13F filing for Q1 2018, filed 12 Apr 2018.