GAM Systematic’s JPMorgan Chase JPM Stock Holding History

GAM Systematic’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 Q3	$1.83M	Sell	19,149 -1,911	-9%	-$176K	0.26%	129
2017 Q2	$1.93M	Buy	21,060 +6,623	+46%	+$571K	0.28%	115
2017 Q1	$1.27M	Buy	14,437 +11,483	+389%	+$1.01M	0.25%	140
2016 Q4	$255K	Buy	+2,954	New	+$225K	0.06%	448
2016 Q3	–	Sell	-692	Closed	-$43K	–	653
2016 Q2	$43K	Buy	+692	New	+$43.2K	0.01%	591
2016 Q1	–	Sell	-7,480	Closed	-$494K	–	656
2015 Q4	$494K	Sell	7,480 -4,354	-37%	-$284K	0.14%	297
2015 Q3	$722K	Sell	11,834 -35,269	-75%	-$2.31M	0.17%	259
2015 Q2	$3.19M	Buy	47,103 +41,058	+679%	+$2.68M	0.4%	87
2015 Q1	$366K	Sell	6,045 -16,662	-73%	-$987K	0.05%	330
2014 Q4	$1.42M	Buy	+22,707	New	+$1.37M	0.29%	147

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

GAM Systematic's JPM Position: Q3 2017 in Review

GAM Systematic reduced its JPMorgan Chase (JPM) stake by 9.1% in Q3 2017, selling an estimated $176K and leaving 19,149 shares worth $1.83M. The position accounts for 0.26% of the portfolio, ranked #129.

GAM Systematic first reported a position in JPM in Q4 2014 and has held it in 10 quarters since. The position peaked at $3.19M in Q2 2015. 2,202 funds tracked by Wall St. Rank hold JPM as of Q3 2017.

GAM Systematic held 19,149 shares of JPMorgan Chase worth $1.83M as of Q3 2017.
GAM Systematic sold 1,911 JPMorgan Chase shares in Q3 2017, an estimated $176K.
JPMorgan Chase made up 0.26% of GAM Systematic's portfolio in Q3 2017, its #129 holding.
GAM Systematic first reported a position in JPMorgan Chase in Q4 2014 and has held it in 10 quarters since.
GAM Systematic's JPMorgan Chase position peaked at $3.19M in Q2 2015.
2,202 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2017.

Based on GAM Systematic's 13F filing for Q3 2017, filed 14 Nov 2017.