High Point Bank & Trust’s JPMorgan Chase JPM Stock Holding History

High Point Bank & Trust’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 Q4	$388K	Buy	4,497 +500	+13%	+$38.1K	0.12%	93
2016 Q3	$266K	Sell	3,997 -52	-1%	-$3.39K	0.07%	117
2016 Q2	$252K	Hold	4,049	–	–	0.07%	116
2016 Q1	$240K	Hold	4,049	–	–	0.06%	121
2015 Q4	$267K	Hold	4,049	–	–	0.07%	115
2015 Q3	$247K	Buy	4,049 +92	+2%	+$6.03K	0.07%	125
2015 Q2	$268K	Buy	3,957 +300	+8%	+$19.6K	0.08%	127
2015 Q1	$222K	Buy	3,657 +600	+20%	+$35.5K	0.06%	137
2014 Q4	$191K	Buy	3,057 +400	+15%	+$24.1K	0.06%	148
2014 Q3	$160K	Hold	2,657	–	–	0.05%	154
2014 Q2	$153K	Hold	2,657	–	–	0.05%	158
2014 Q1	$161K	Hold	2,657	–	–	0.05%	154
2013 Q4	$156K	Hold	2,657	–	–	0.05%	151
2013 Q3	$137K	Buy	2,657 +775	+41%	+$41.6K	0.05%	167
2013 Q2	$99K	Buy	+1,882	New	+$95.7K	0.03%	185

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

High Point Bank & Trust's JPM Position: Q4 2016 in Review

High Point Bank & Trust increased its JPMorgan Chase (JPM) stake by 13% in Q4 2016, buying an estimated $38.1K and bringing the position to 4,497 shares worth $388K. The position accounts for 0.12% of the portfolio, ranked #93.

High Point Bank & Trust first reported a position in JPM in Q2 2013 and has held it in 15 quarters since. 2,089 funds tracked by Wall St. Rank hold JPM as of Q4 2016.

High Point Bank & Trust held 4,497 shares of JPMorgan Chase worth $388K as of Q4 2016.
High Point Bank & Trust bought 500 JPMorgan Chase shares in Q4 2016, an estimated $38.1K.
JPMorgan Chase made up 0.12% of High Point Bank & Trust's portfolio in Q4 2016, its #93 holding.
High Point Bank & Trust first reported a position in JPMorgan Chase in Q2 2013 and has held it in 15 quarters since.
2,089 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2016.

Based on High Point Bank & Trust's 13F filing for Q4 2016, filed 28 Feb 2017.