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Geneva Advisors’s JPMorgan Chase JPM Stock Holding History

Geneva Advisors’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
Q2 		$153M Buy
1,677,445
+27,986
+2% +$2.41M 2.64% 5
2017
Q1 		$145M Buy
1,649,459
+12,081
+0.7% +$1.07M 2.59% 6
2016
Q4 		$141M Sell
1,637,378
-23,732
-1% -$1.81M 2.76% 3
2016
Q3 		$111M Sell
1,661,110
-18,796
-1% -$1.23M 2.08% 7
2016
Q2 		$104M Buy
1,679,906
+37,040
+2% +$2.31M 2.06% 6
2016
Q1 		$97.3M Sell
1,642,866
-270,676
-14% -$15.8M 1.96% 8
2015
Q4 		$126M Buy
1,913,542
+171,808
+10% +$11.2M 2.43% 6
2015
Q3 		$106M Sell
1,741,734
-30,928
-2% -$2.03M 2.14% 7
2015
Q2 		$120M Sell
1,772,662
-8,823
-0.5% -$576K 2.15% 5
2015
Q1 		$108M Sell
1,781,485
-70,372
-4% -$4.17M 1.95% 7
2014
Q4 		$116M Buy
1,851,857
+217,543
+13% +$13.1M 2.16% 3
2014
Q3 		$98.5M Buy
1,634,314
+17,422
+1% +$1.02M 1.86% 4
2014
Q2 		$93.2M Buy
1,616,892
+64,347
+4% +$3.62M 1.7% 10
2014
Q1 		$94.3M Buy
1,552,545
+898,595
+137% +$51.9M 1.73% 8
2013
Q4 		$38.2M Buy
653,950
+572,084
+699% +$31.3M 0.71% 57
2013
Q3 		$4.23M Buy
81,866
+2,427
+3% +$130K 0.09% 121
2013
Q2 		$4.19M Buy
+79,439
New +$4.04M 0.1% 110

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Geneva Advisors's JPM Position: Q2 2017 in Review

Geneva Advisors increased its JPMorgan Chase (JPM) stake by 1.7% in Q2 2017, buying an estimated $2.41M and bringing the position to 1,677,445 shares worth $153M. The position accounts for 2.64% of the portfolio, ranked #5.

Geneva Advisors first reported a position in JPM in Q2 2013 and has held it in 17 quarters since. 2,199 funds tracked by Wall St. Rank hold JPM as of Q2 2017.

  • Geneva Advisors held 1,677,445 shares of JPMorgan Chase worth $153M as of Q2 2017.
  • Geneva Advisors bought 27,986 JPMorgan Chase shares in Q2 2017, an estimated $2.41M.
  • JPMorgan Chase made up 2.64% of Geneva Advisors's portfolio in Q2 2017, its #5 holding.
  • Geneva Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 17 quarters since.
  • 2,199 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.