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iAB Financial Bank’s JPMorgan Chase JPM Stock Holding History

iAB Financial Bank’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
Q2 		$8.68M Sell
94,918
-2,250
-2% -$194K 4.25% 4
2017
Q1 		$8.54M Sell
97,168
-5,482
-5% -$484K 4.38% 4
2016
Q4 		$8.86M Sell
102,650
-3,301
-3% -$252K 5% 4
2016
Q3 		$7.05M Buy
105,951
+2,590
+3% +$169K 4.17% 4
2016
Q2 		$6.42M Sell
103,361
-2,380
-2% -$149K 4.11% 4
2016
Q1 		$6.26M Buy
105,741
+2,281
+2% +$133K 4.22% 4
2015
Q4 		$6.83M Buy
103,460
+1,285
+1% +$83.7K 4.99% 4
2015
Q3 		$6.23M Buy
102,175
+2,525
+3% +$165K 4.75% 3
2015
Q2 		$6.75M Buy
99,650
+1,965
+2% +$128K 4.62% 3
2015
Q1 		$5.92M Buy
97,685
+2,550
+3% +$151K 4.05% 4
2014
Q4 		$5.95M Buy
95,135
+950
+1% +$57.2K 5.03% 2
2014
Q3 		$5.67M Hold
94,185
– – 5.08% 2
2014
Q2 		$5.43M Buy
94,185
+100
+0.1% +$5.62K 4.7% 3
2014
Q1 		$5.71M Hold
94,085
– – 5.05% 2
2013
Q4 		$5.5M Sell
94,085
-315
-0.3% -$17.3K 4.79% 2
2013
Q3 		$4.88M Sell
94,400
-1,600
-2% -$85.8K 4.7% 2
2013
Q2 		$5.07M Buy
+96,000
New +$4.88M 5.06% 2

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

iAB Financial Bank's JPM Position: Q2 2017 in Review

iAB Financial Bank reduced its JPMorgan Chase (JPM) stake by 2.3% in Q2 2017, selling an estimated $194K and leaving 94,918 shares worth $8.68M. The position accounts for 4.25% of the portfolio, ranked #4.

iAB Financial Bank first reported a position in JPM in Q2 2013 and has held it in 17 quarters since. The position peaked at $8.86M in Q4 2016. 2,198 funds tracked by Wall St. Rank hold JPM as of Q2 2017.

  • iAB Financial Bank held 94,918 shares of JPMorgan Chase worth $8.68M as of Q2 2017.
  • iAB Financial Bank sold 2,250 JPMorgan Chase shares in Q2 2017, an estimated $194K.
  • JPMorgan Chase made up 4.25% of iAB Financial Bank's portfolio in Q2 2017, its #4 holding.
  • iAB Financial Bank first reported a position in JPMorgan Chase in Q2 2013 and has held it in 17 quarters since.
  • iAB Financial Bank's JPMorgan Chase position peaked at $8.86M in Q4 2016.
  • 2,198 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2017.

Based on iAB Financial Bank's 13F filing for Q2 2017, filed 4 Aug 2017.