Harfst & Associates’s JPMorgan Chase JPM Stock Holding History

Harfst & Associates’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 Q2	–	Sell	-25	Closed	-$2K	–	259
2017 Q1	$2K	Buy	+25	New	+$2.21K	﹤0.01%	272

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $315B AUM 27.84% 1-Year Est. Return

Harfst & Associates's JPM Position: Q2 2017 in Review

Harfst & Associates sold out of JPMorgan Chase (JPM) in Q2 2017, closing a stake of 25 shares — an estimated $2K sold.

Harfst & Associates first reported a position in JPM in Q1 2017 and held it in 1 quarter. The position peaked at $2K in Q1 2017. 2,199 funds tracked by Wall St. Rank hold JPM as of Q2 2017.

Harfst & Associates reported no remaining JPMorgan Chase position as of Q2 2017 after selling out during the quarter.
Harfst & Associates sold 25 JPMorgan Chase shares in Q2 2017, an estimated $2K.
Harfst & Associates first reported a position in JPMorgan Chase in Q1 2017 and held it in 1 quarter.
Harfst & Associates's JPMorgan Chase position peaked at $2K in Q1 2017.
2,199 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2017.

Based on Harfst & Associates's 13F filing for Q2 2017, filed 11 Aug 2017.