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 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

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

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group

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

T. Rowe Price Associates

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

Massachusetts Financial Services

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

Bank of America

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

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