Harvard Management Company’s JPMorgan Chase JPM Stock Holding History

Harvard 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
2016 Q2	–	Sell	-66,526	Closed	-$3.94M	–	93
2016 Q1	$3.94M	Buy	66,526 +15,926	+31%	+$930K	0.29%	53
2015 Q4	$3.34M	Buy	50,600 +35,500	+235%	+$2.31M	0.33%	59
2015 Q3	$921K	Buy	+15,100	New	+$989K	0.07%	98

Other funds holding JPM

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Harvard Management Company's JPM Position: Q2 2016 in Review

Harvard Management Company sold out of JPMorgan Chase (JPM) in Q2 2016, closing a stake of 66,526 shares — an estimated $3.94M sold.

Harvard Management Company first reported a position in JPM in Q3 2015 and held it in 3 quarters. The position peaked at $3.94M in Q1 2016. 1,910 funds tracked by Wall St. Rank hold JPM as of Q2 2016.

Harvard Management Company reported no remaining JPMorgan Chase position as of Q2 2016 after selling out during the quarter.
Harvard Management Company sold 66,526 JPMorgan Chase shares in Q2 2016, an estimated $3.94M.
Harvard Management Company first reported a position in JPMorgan Chase in Q3 2015 and held it in 3 quarters.
Harvard Management Company's JPMorgan Chase position peaked at $3.94M in Q1 2016.
1,910 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2016.

Based on Harvard Management Company's 13F filing for Q2 2016, filed 12 Aug 2016.