GVO Asset Management’s JPMorgan Chase JPM Stock Holding History

GVO Asset Management’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 Q1	–	Sell	-184,072	Closed	-$19.7M	–	25
2017 Q4	$19.7M	Sell	184,072 -103,700	-36%	-$10.5M	4.54%	10
2017 Q3	$27.5M	Hold	287,772	–	–	5.66%	8
2017 Q2	$26.3M	Sell	287,772 -97,339	-25%	-$8.4M	5.3%	9
2017 Q1	$33.9M	Hold	385,111	–	–	5.84%	7
2016 Q4	$33.2M	Sell	385,111 -71,508	-16%	-$5.45M	6.29%	6
2016 Q3	$30.4M	Sell	456,619 -75,000	-14%	-$4.89M	4.12%	8
2016 Q2	$33M	Buy	531,619 +23,319	+5%	+$1.46M	3.86%	8
2016 Q1	$30.4M	Buy	+508,300	New	+$29.7M	3.52%	8

Other funds holding JPM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

GVO Asset Management's JPM Position: Q1 2018 in Review

GVO Asset Management sold out of JPMorgan Chase (JPM) in Q1 2018, closing a stake of 184,072 shares — an estimated $19.7M sold.

GVO Asset Management first reported a position in JPM in Q1 2016 and held it in 8 quarters. The position peaked at $33.9M in Q1 2017. 2,447 funds tracked by Wall St. Rank hold JPM as of Q1 2018.

GVO Asset Management reported no remaining JPMorgan Chase position as of Q1 2018 after selling out during the quarter.
GVO Asset Management sold 184,072 JPMorgan Chase shares in Q1 2018, an estimated $19.7M.
GVO Asset Management first reported a position in JPMorgan Chase in Q1 2016 and held it in 8 quarters.
GVO Asset Management's JPMorgan Chase position peaked at $33.9M in Q1 2017.
2,447 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2018.

Based on GVO Asset Management's 13F filing for Q1 2018, filed 14 May 2018.