HS
JPM icon

Huntington Steele’s JPMorgan Chase JPM Stock Holding History

Huntington Steele’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
Q1 		$241K Hold
2,196
– – 0.06% 66
2017
Q4 		$235K Hold
2,196
– – 0.06% 68
2017
Q3 		$210K Sell
2,196
-144
-6% -$13.3K 0.06% 71
2017
Q2 		$214K Hold
2,340
– – 0.06% 69
2017
Q1 		$206K Hold
2,340
– – 0.06% 68
2016
Q4 		$202K Buy
+2,340
New +$178K 0.07% 67

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Huntington Steele's JPM Position: Q1 2018 in Review

Huntington Steele held its JPMorgan Chase (JPM) position steady in Q1 2018 at 2,196 shares worth $241K. The position accounts for 0.06% of the portfolio, ranked #66.

Huntington Steele first reported a position in JPM in Q4 2016 and has held it in 6 quarters since. 2,446 funds tracked by Wall St. Rank hold JPM as of Q1 2018.

  • Huntington Steele held 2,196 shares of JPMorgan Chase worth $241K as of Q1 2018.
  • Huntington Steele left its JPMorgan Chase share count unchanged in Q1 2018.
  • JPMorgan Chase made up 0.06% of Huntington Steele's portfolio in Q1 2018, its #66 holding.
  • Huntington Steele first reported a position in JPMorgan Chase in Q4 2016 and has held it in 6 quarters since.
  • 2,446 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2018.

Based on Huntington Steele's 13F filing for Q1 2018, filed 18 Apr 2018.