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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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