HIM
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Hermes Investment Management’s JPMorgan Chase JPM Stock Holding History

Hermes Investment 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
Q2 		$20.7M Buy
198,519
+6,083
+3% +$667K 0.27% 113
2018
Q1 		$21.2M Buy
192,436
+3,251
+2% +$368K 0.31% 109
2017
Q4 		$20.2M Sell
189,185
-3,845
-2% -$389K 0.29% 111
2017
Q3 		$18.4M Buy
193,030
+5,050
+3% +$466K 0.28% 110
2017
Q2 		$17.2M Sell
187,980
-4,285
-2% -$370K 0.28% 112
2017
Q1 		$16.9M Sell
192,265
-22,431
-10% -$1.98M 0.27% 115
2016
Q4 		$18.5M Sell
214,696
-34,093
-14% -$2.6M 0.32% 113
2016
Q3 		$16.6M Buy
248,789
+60,051
+32% +$3.92M 0.28% 119
2016
Q2 		$11.7M Buy
188,738
+12,700
+7% +$793K 0.24% 120
2016
Q1 		$10.5M Buy
176,038
+7,551
+4% +$441K 0.22% 121
2015
Q4 		$11.1M Buy
168,487
+49,195
+41% +$3.2M 0.25% 117
2015
Q3 		$7.27M Buy
119,292
+15,614
+15% +$1.02M 0.19% 122
2015
Q2 		$7.03M Hold
103,678
– – 0.16% 125
2015
Q1 		$6.28M Buy
103,678
+13,800
+15% +$817K 0.15% 125
2014
Q4 		$5.63M Buy
89,878
+12,575
+16% +$757K 0.14% 120
2014
Q3 		$4.66M Hold
77,303
– – 0.12% 124
2014
Q2 		$4.45M Sell
77,303
-3,428
-4% -$193K 0.12% 130
2014
Q1 		$4.9M Buy
80,731
+12,301
+18% +$711K 0.15% 93
2013
Q4 		$4M Sell
68,430
-2,000
-3% -$110K 0.12% 98
2013
Q3 		$3.64M Sell
70,430
-17,300
-20% -$928K 0.12% 98
2013
Q2 		$4.63M Buy
+87,730
New +$4.46M 0.18% 97

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State Street
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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