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I.G. Investment Management’s JPMorgan Chase JPM Stock Holding History

I.G. 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
Q3 		$280M Sell
2,935,087
-19,415
-0.7% -$1.79M 1.44% 13
2017
Q2 		$270M Buy
2,954,502
+514,101
+21% +$44.4M 1.39% 13
2017
Q1 		$214M Sell
2,440,401
-330,689
-12% -$29.2M 1.1% 15
2016
Q4 		$239M Sell
2,771,090
-1,046,756
-27% -$79.8M 1.25% 15
2016
Q3 		$254M Sell
3,817,846
-175,873
-4% -$11.5M 0.98% 20
2016
Q2 		$248M Buy
3,993,719
+306,156
+8% +$19.1M 0.98% 19
2016
Q1 		$218M Buy
3,687,563
+429,920
+13% +$25.1M 0.88% 20
2015
Q4 		$215M Buy
3,257,643
+198,448
+6% +$12.9M 0.92% 23
2015
Q3 		$187M Sell
3,059,195
-294,337
-9% -$19.3M 0.78% 25
2015
Q2 		$227M Sell
3,353,532
-1,972,281
-37% -$129M 0.86% 22
2015
Q1 		$323M Sell
5,325,813
-653,203
-11% -$38.7M 1.23% 17
2014
Q4 		$374M Buy
5,979,016
+82,342
+1% +$4.96M 1.35% 15
2014
Q3 		$355M Buy
5,896,674
+106,689
+2% +$6.24M 1.27% 17
2014
Q2 		$334M Buy
5,789,985
+976,123
+20% +$54.9M 1.14% 18
2014
Q1 		$292M Sell
4,813,862
-961,930
-17% -$55.6M 1.05% 23
2013
Q4 		$338M Buy
5,775,792
+518,434
+10% +$28.4M 1.22% 18
2013
Q3 		$272M Buy
5,257,358
+634,504
+14% +$34M 1.03% 20
2013
Q2 		$244M Buy
+4,622,854
New +$235M 0.99% 20

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

I.G. Investment Management's JPM Position: Q3 2017 in Review

I.G. Investment Management reduced its JPMorgan Chase (JPM) stake by 0.66% in Q3 2017, selling an estimated $1.79M and leaving 2,935,087 shares worth $280M. The position accounts for 1.44% of the portfolio, ranked #13.

I.G. Investment Management first reported a position in JPM in Q2 2013 and has held it in 18 quarters since. The position peaked at $374M in Q4 2014. 2,203 funds tracked by Wall St. Rank hold JPM as of Q3 2017.

  • I.G. Investment Management held 2,935,087 shares of JPMorgan Chase worth $280M as of Q3 2017.
  • I.G. Investment Management sold 19,415 JPMorgan Chase shares in Q3 2017, an estimated $1.79M.
  • JPMorgan Chase made up 1.44% of I.G. Investment Management's portfolio in Q3 2017, its #13 holding.
  • I.G. Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 18 quarters since.
  • I.G. Investment Management's JPMorgan Chase position peaked at $374M in Q4 2014.
  • 2,203 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2017.

Based on I.G. Investment Management's 13F filing for Q3 2017, filed 14 Nov 2017.