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

Other funds holding JPM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Hermes Investment Management's JPM Position: Q2 2018 in Review

Hermes Investment Management increased its JPMorgan Chase (JPM) stake by 3.2% in Q2 2018, buying an estimated $667K and bringing the position to 198,519 shares worth $20.7M. The position accounts for 0.27% of the portfolio, ranked #113.

Hermes Investment Management first reported a position in JPM in Q2 2013 and has held it in 21 quarters since. The position peaked at $21.2M in Q1 2018. 2,436 funds tracked by Wall St. Rank hold JPM as of Q2 2018.

Hermes Investment Management held 198,519 shares of JPMorgan Chase worth $20.7M as of Q2 2018.
Hermes Investment Management bought 6,083 JPMorgan Chase shares in Q2 2018, an estimated $667K.
JPMorgan Chase made up 0.27% of Hermes Investment Management's portfolio in Q2 2018, its #113 holding.
Hermes Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 21 quarters since.
Hermes Investment Management's JPMorgan Chase position peaked at $21.2M in Q1 2018.
2,436 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2018.

Based on Hermes Investment Management's 13F filing for Q2 2018, filed 24 Jul 2018.