GXMC
JPM icon

Global X Management Company’s JPMorgan Chase JPM Stock Holding History

Global X Management Company’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
2018
Q2 		$4.38M Buy
41,992
+5,187
+14% +$569K 0.08% 231
2018
Q1 		$4.05M Sell
36,805
-1,392
-4% -$158K 0.08% 233
2017
Q4 		$4.08M Buy
38,197
+1,878
+5% +$190K 0.09% 197
2017
Q3 		$3.47M Sell
36,319
-42
-0.1% -$3.87K 0.09% 201
2017
Q2 		$3.32M Buy
36,361
+2,983
+9% +$257K 0.1% 206
2017
Q1 		$2.93M Buy
33,378
+1,403
+4% +$124K 0.1% 202
2016
Q4 		$2.76M Sell
31,975
-5
-0% -$381 0.12% 184
2016
Q3 		$2.13M Buy
31,980
+3,267
+11% +$213K 0.09% 204
2016
Q2 		$1.78M Sell
28,713
-13,334
-32% -$833K 0.09% 220
2016
Q1 		$2.49M Sell
42,047
-15,664
-27% -$915K 0.16% 211
2015
Q4 		$3.81M Sell
57,711
-14,570
-20% -$949K 0.26% 155
2015
Q3 		$4.41M Sell
72,281
-17,895
-20% -$1.17M 0.33% 136
2015
Q2 		$6.11M Sell
90,176
-33,256
-27% -$2.17M 0.34% 124
2015
Q1 		$7.48M Buy
123,432
+15,663
+15% +$928K 0.43% 84
2014
Q4 		$6.74M Sell
107,769
-46,113
-30% -$2.77M 0.37% 105
2014
Q3 		$9.27M Buy
153,882
+665
+0.4% +$38.9K 0.51% 68
2014
Q2 		$8.83M Sell
153,217
-17,760
-10% -$998K 0.51% 75
2014
Q1 		$10.4M Buy
170,977
+170,507
+36,278% +$9.85M 0.7% 28
2013
Q4 		$27K Hold
470
– – ﹤0.01% 379
2013
Q3 		$24K Sell
470
-20,304
-98% -$1.09M ﹤0.01% 378
2013
Q2 		$1.1M Buy
+20,774
New +$1.06M 0.18% 112

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

Global X Management Company's JPM Position: Q2 2018 in Review

Global X Management Company increased its JPMorgan Chase (JPM) stake by 14% in Q2 2018, buying an estimated $569K and bringing the position to 41,992 shares worth $4.38M. The position accounts for 0.08% of the portfolio, ranked #231.

Global X Management Company first reported a position in JPM in Q2 2013 and has held it in 21 quarters since. The position peaked at $10.4M in Q1 2014. 2,436 funds tracked by Wall St. Rank hold JPM as of Q2 2018.

  • Global X Management Company held 41,992 shares of JPMorgan Chase worth $4.38M as of Q2 2018.
  • Global X Management Company bought 5,187 JPMorgan Chase shares in Q2 2018, an estimated $569K.
  • JPMorgan Chase made up 0.08% of Global X Management Company's portfolio in Q2 2018, its #231 holding.
  • Global X Management Company first reported a position in JPMorgan Chase in Q2 2013 and has held it in 21 quarters since.
  • Global X Management Company's JPMorgan Chase position peaked at $10.4M in Q1 2014.
  • 2,436 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2018.

Based on Global X Management Company's 13F filing for Q2 2018, filed 16 Aug 2018.