GS
JPM icon

Girard Securities’s JPMorgan Chase JPM Stock Holding History

Girard Securities’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 		– Sell
-2,820
Closed -$256K – 146
2017
Q2 		$256K Buy
2,820
+4
+0.1% +$345 0.19% 130
2017
Q1 		$247K Sell
2,816
-379
-12% -$33.4K 0.21% 124
2016
Q4 		$276K Buy
+3,195
New +$244K 0.24% 121

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Girard Securities's JPM Position: Q3 2017 in Review

Girard Securities sold out of JPMorgan Chase (JPM) in Q3 2017, closing a stake of 2,820 shares — an estimated $256K sold.

Girard Securities first reported a position in JPM in Q4 2016 and held it in 3 quarters. The position peaked at $276K in Q4 2016. 2,202 funds tracked by Wall St. Rank hold JPM as of Q3 2017.

  • Girard Securities reported no remaining JPMorgan Chase position as of Q3 2017 after selling out during the quarter.
  • Girard Securities sold 2,820 JPMorgan Chase shares in Q3 2017, an estimated $256K.
  • Girard Securities first reported a position in JPMorgan Chase in Q4 2016 and held it in 3 quarters.
  • Girard Securities's JPMorgan Chase position peaked at $276K in Q4 2016.
  • 2,202 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2017.

Based on Girard Securities's 13F filing for Q3 2017, filed 14 Nov 2017.