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FDO Partners’s JPMorgan Chase JPM Stock Holding History

FDO Partners’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
-7,574
Closed -$723K – 220
2017
Q3 		$723K Sell
7,574
-10,135
-57% -$935K 0.29% 131
2017
Q2 		$1.62M Buy
+17,709
New +$1.53M 0.35% 126
2017
Q1 		– Sell
-11,045
Closed -$953K – 255
2016
Q4 		$953K Buy
+11,045
New +$842K 0.38% 109

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

FDO Partners's JPM Position: Q4 2017 in Review

FDO Partners sold out of JPMorgan Chase (JPM) in Q4 2017, closing a stake of 7,574 shares — an estimated $723K sold.

FDO Partners first reported a position in JPM in Q4 2016 and held it in 3 quarters. The position peaked at $1.62M in Q2 2017. 2,425 funds tracked by Wall St. Rank hold JPM as of Q4 2017.

  • FDO Partners reported no remaining JPMorgan Chase position as of Q4 2017 after selling out during the quarter.
  • FDO Partners sold 7,574 JPMorgan Chase shares in Q4 2017, an estimated $723K.
  • FDO Partners first reported a position in JPMorgan Chase in Q4 2016 and held it in 3 quarters.
  • FDO Partners's JPMorgan Chase position peaked at $1.62M in Q2 2017.
  • 2,425 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2017.

Based on FDO Partners's 13F filing for Q4 2017, filed 13 Feb 2018.