Gerstein Fisher’s JPMorgan Chase JPM Stock Holding History

Gerstein Fisher’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	$2.01M	Buy	30,228 +3,629	+14%	+$237K	0.25%	74
2016 Q2	$1.65M	Buy	26,599 +1,507	+6%	+$94.1K	0.22%	91
2016 Q1	$1.49M	Sell	25,092 -1,330	-5%	-$77.7K	0.2%	100
2015 Q4	$1.75M	Sell	26,422 -980	-4%	-$63.8K	0.24%	89
2015 Q3	$1.67M	Sell	27,402 -2,812	-9%	-$184K	0.25%	81
2015 Q2	$2.05M	Buy	30,214 +3,130	+12%	+$204K	0.33%	61
2015 Q1	$1.64M	Buy	27,084 +448	+2%	+$26.5K	0.27%	82
2014 Q4	$1.67M	Buy	26,636 +315	+1%	+$19K	0.27%	78
2014 Q3	$1.59M	Sell	26,321 -3,903	-13%	-$228K	0.28%	67
2014 Q2	$1.74M	Buy	30,224 +305	+1%	+$17.1K	0.33%	54
2014 Q1	$1.82M	Sell	29,919 -26,507	-47%	-$1.53M	0.36%	49
2013 Q4	$3.3M	Buy	56,426 +29,373	+109%	+$1.61M	0.12%	173
2013 Q3	$1.4M	Buy	27,053 +1,347	+5%	+$72.3K	0.3%	62
2013 Q2	$1.36M	Buy	+25,706	New	+$1.31M	0.33%	53

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

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

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

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

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

Gerstein Fisher's JPM Position: Q3 2016 in Review

Gerstein Fisher increased its JPMorgan Chase (JPM) stake by 14% in Q3 2016, buying an estimated $237K and bringing the position to 30,228 shares worth $2.01M. The position accounts for 0.25% of the portfolio, ranked #74.

Gerstein Fisher first reported a position in JPM in Q2 2013 and has held it in 14 quarters since. The position peaked at $3.3M in Q4 2013. 1,924 funds tracked by Wall St. Rank hold JPM as of Q3 2016.

Gerstein Fisher held 30,228 shares of JPMorgan Chase worth $2.01M as of Q3 2016.
Gerstein Fisher bought 3,629 JPMorgan Chase shares in Q3 2016, an estimated $237K.
JPMorgan Chase made up 0.25% of Gerstein Fisher's portfolio in Q3 2016, its #74 holding.
Gerstein Fisher first reported a position in JPMorgan Chase in Q2 2013 and has held it in 14 quarters since.
Gerstein Fisher's JPMorgan Chase position peaked at $3.3M in Q4 2013.
1,924 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2016.

Based on Gerstein Fisher's 13F filing for Q3 2016, filed 15 Nov 2016.