Global Thematic Partners’s JPMorgan Chase JPM Stock Holding History

Global Thematic Partners’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 Q4	–	Sell	-596,174	Closed	-$56.9M	–	59
2017 Q3	$56.9M	Sell	596,174 -174,137	-23%	-$16.1M	1.82%	24
2017 Q2	$70.4M	Buy	770,311 +497,164	+182%	+$42.9M	2.27%	16
2017 Q1	$24M	Sell	273,147 -499,425	-65%	-$44.1M	0.82%	51
2016 Q4	$66.7M	Sell	772,572 -1,377,805	-64%	-$105M	2.24%	16
2016 Q3	$143M	Buy	2,150,377 +59,585	+3%	+$3.89M	4.26%	2
2016 Q2	$130M	Buy	+2,090,792	New	+$131M	3.22%	6
2014 Q4	–	Sell	-1,637,637	Closed	-$98.7M	–	76
2014 Q3	$98.7M	Sell	1,637,637 -13,939	-0.8%	-$815K	1.49%	22
2014 Q2	$95.2M	Buy	+1,651,576	New	+$92.9M	1.46%	31

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Global Thematic Partners's JPM Position: Q4 2017 in Review

Global Thematic Partners sold out of JPMorgan Chase (JPM) in Q4 2017, closing a stake of 596,174 shares — an estimated $56.9M sold.

Global Thematic Partners first reported a position in JPM in Q2 2014 and held it in 8 quarters. The position peaked at $143M in Q3 2016. 2,426 funds tracked by Wall St. Rank hold JPM as of Q4 2017.

Global Thematic Partners reported no remaining JPMorgan Chase position as of Q4 2017 after selling out during the quarter.
Global Thematic Partners sold 596,174 JPMorgan Chase shares in Q4 2017, an estimated $56.9M.
Global Thematic Partners first reported a position in JPMorgan Chase in Q2 2014 and held it in 8 quarters.
Global Thematic Partners's JPMorgan Chase position peaked at $143M in Q3 2016.
2,426 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2017.

Based on Global Thematic Partners's 13F filing for Q4 2017, filed 29 Jan 2018.