Hutchens Investment Management’s JPMorgan Chase JPM Stock Holding History

Hutchens 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
2017 Q4	$3.06M	Sell	28,632 -1,525	-5%	-$154K	2.89%	3
2017 Q3	$2.88M	Sell	30,157 -1,490	-5%	-$137K	2.61%	4
2017 Q2	$2.89M	Hold	31,647	–	–	2.5%	5
2017 Q1	$2.78M	Sell	31,647 -1,090	-3%	-$96.2K	2.48%	6
2016 Q4	$2.82M	Sell	32,737 -6,718	-17%	-$512K	2.94%	4
2016 Q3	$2.63M	Buy	39,455 +5,300	+16%	+$346K	2.47%	10
2016 Q2	$2.12M	Buy	34,155 +12,152	+55%	+$759K	2.04%	21
2016 Q1	$1.3M	Sell	22,003 -4,997	-19%	-$292K	1.31%	41
2015 Q4	$1.78M	Buy	+27,000	New	+$1.76M	1.75%	32

Other funds holding JPM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

Hutchens Investment Management's JPM Position: Q4 2017 in Review

Hutchens Investment Management reduced its JPMorgan Chase (JPM) stake by 5.1% in Q4 2017, selling an estimated $154K and leaving 28,632 shares worth $3.06M. The position accounts for 2.89% of the portfolio, ranked #3.

Hutchens Investment Management first reported a position in JPM in Q4 2015 and has held it in 9 quarters since. 2,426 funds tracked by Wall St. Rank hold JPM as of Q4 2017.

Hutchens Investment Management held 28,632 shares of JPMorgan Chase worth $3.06M as of Q4 2017.
Hutchens Investment Management sold 1,525 JPMorgan Chase shares in Q4 2017, an estimated $154K.
JPMorgan Chase made up 2.89% of Hutchens Investment Management's portfolio in Q4 2017, its #3 holding.
Hutchens Investment Management first reported a position in JPMorgan Chase in Q4 2015 and has held it in 9 quarters since.
2,426 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2017.

Based on Hutchens Investment Management's 13F filing for Q4 2017, filed 10 Jan 2018.