Frontier Capital Management’s JPMorgan Chase JPM Stock Holding History

Frontier Capital 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
2016 Q4	–	Sell	-12,560	Closed	-$836K	–	339
2016 Q3	$836K	Sell	12,560 -1,866	-13%	-$122K	0.01%	297
2016 Q2	$896K	Sell	14,426 -1,381	-9%	-$86.3K	0.01%	295
2016 Q1	$936K	Sell	15,807 -2,091	-12%	-$122K	0.01%	301
2015 Q4	$1.18M	Sell	17,898 -4,329	-19%	-$282K	0.01%	310
2015 Q3	$1.35M	Sell	22,227 -7,043	-24%	-$461K	0.01%	310
2015 Q2	$1.98M	Hold	29,270	–	–	0.01%	312
2015 Q1	$1.77M	Sell	29,270 -30,631	-51%	-$1.81M	0.01%	317
2014 Q4	$3.75M	Buy	59,901 +1,421	+2%	+$85.5K	0.03%	311
2014 Q3	$3.52M	Buy	58,480 +760	+1%	+$44.4K	0.03%	296
2014 Q2	$3.33M	Sell	57,720 -7,225	-11%	-$406K	0.02%	295
2014 Q1	$3.94M	Buy	64,945 +2,355	+4%	+$136K	0.03%	300
2013 Q4	$3.66M	Sell	62,590 -7,220	-10%	-$396K	0.03%	293
2013 Q3	$3.61M	Sell	69,810 -7,000	-9%	-$375K	0.03%	301
2013 Q2	$4.05M	Buy	+76,810	New	+$3.91M	0.03%	302

Other funds holding JPM

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

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

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 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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Frontier Capital Management's JPM Position: Q4 2016 in Review

Frontier Capital Management sold out of JPMorgan Chase (JPM) in Q4 2016, closing a stake of 12,560 shares — an estimated $836K sold.

Frontier Capital Management first reported a position in JPM in Q2 2013 and held it in 14 quarters. The position peaked at $4.05M in Q2 2013. 2,089 funds tracked by Wall St. Rank hold JPM as of Q4 2016.

Frontier Capital Management reported no remaining JPMorgan Chase position as of Q4 2016 after selling out during the quarter.
Frontier Capital Management sold 12,560 JPMorgan Chase shares in Q4 2016, an estimated $836K.
Frontier Capital Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 14 quarters.
Frontier Capital Management's JPMorgan Chase position peaked at $4.05M in Q2 2013.
2,089 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2016.

Based on Frontier Capital Management's 13F filing for Q4 2016, filed 3 Feb 2017.