GE
JPM icon

General Electric’s JPMorgan Chase JPM Stock Holding History

General Electric’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 		– Sell
-5,981,710
Closed -$372M – 98
2016
Q2 		$372M Sell
5,981,710
-348,444
-6% -$21.8M 1.94% 10
2016
Q1 		$375M Sell
6,330,154
-735,792
-10% -$43M 1.92% 11
2015
Q4 		$467M Sell
7,065,946
-615,822
-8% -$40.1M 2.25% 7
2015
Q3 		$468M Sell
7,681,768
-241,671
-3% -$15.8M 1.11% 7
2015
Q2 		$537M Sell
7,923,439
-184,867
-2% -$12.1M 1.2% 5
2015
Q1 		$491M Buy
8,108,306
+843,936
+12% +$50M 1.14% 8
2014
Q4 		$455M Buy
7,264,370
+32,431
+0.4% +$1.95M 1.06% 9
2014
Q3 		$436M Sell
7,231,939
-177,751
-2% -$10.4M 1.13% 10
2014
Q2 		$427M Sell
7,409,690
-156,213
-2% -$8.78M 1.94% 9
2014
Q1 		$459M Buy
7,565,903
+1,106,474
+17% +$63.9M 2.15% 5
2013
Q4 		$378M Sell
6,459,429
-100,826
-2% -$5.52M 1.78% 10
2013
Q3 		$339M Buy
6,560,255
+118,376
+2% +$6.35M 1.71% 15
2013
Q2 		$340M Buy
+6,441,879
New +$328M 1.78% 13

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

General Electric's JPM Position: Q3 2016 in Review

General Electric sold out of JPMorgan Chase (JPM) in Q3 2016, closing a stake of 5,981,710 shares — an estimated $372M sold.

General Electric first reported a position in JPM in Q2 2013 and held it in 13 quarters. The position peaked at $537M in Q2 2015. 1,925 funds tracked by Wall St. Rank hold JPM as of Q3 2016.

  • General Electric reported no remaining JPMorgan Chase position as of Q3 2016 after selling out during the quarter.
  • General Electric sold 5,981,710 JPMorgan Chase shares in Q3 2016, an estimated $372M.
  • General Electric first reported a position in JPMorgan Chase in Q2 2013 and held it in 13 quarters.
  • General Electric's JPMorgan Chase position peaked at $537M in Q2 2015.
  • 1,925 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2016.

Based on General Electric's 13F filing for Q3 2016, filed 10 Nov 2016.