IH
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IFC Holdings’s JPMorgan Chase JPM Stock Holding History

IFC Holdings’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 		– Sell
-25,195
Closed -$2.7M – 227
2017
Q4 		$2.7M Buy
25,195
+568
+2% +$57.5K 0.19% 78
2017
Q3 		$2.36M Buy
24,627
+2,320
+10% +$214K 0.16% 100
2017
Q2 		$2.04M Buy
22,307
+2,702
+14% +$233K 0.16% 106
2017
Q1 		$1.73M Buy
19,605
+4,512
+30% +$398K 0.15% 99
2016
Q4 		$1.31M Sell
15,093
-1,504
-9% -$115K 0.13% 114
2016
Q3 		$1.11M Buy
16,597
+4,224
+34% +$275K 0.12% 125
2016
Q2 		$753K Buy
12,373
+1,184
+11% +$74K 0.08% 168
2016
Q1 		$672K Buy
11,189
+302
+3% +$17.6K 0.08% 161
2015
Q4 		$724K Buy
10,887
+605
+6% +$39.4K 0.1% 156
2015
Q3 		$629K Sell
10,282
-2,935
-22% -$192K 0.1% 154
2015
Q2 		$910K Buy
13,217
+1,662
+14% +$109K 0.13% 136
2015
Q1 		$689K Buy
11,555
+1,333
+13% +$78.9K 0.11% 161
2014
Q4 		$638K Buy
10,222
+210
+2% +$12.6K 0.11% 171
2014
Q3 		$604K Sell
10,012
-2,213
-18% -$129K 0.11% 161
2014
Q2 		$705K Buy
12,225
+1,642
+16% +$92.3K 0.13% 146
2014
Q1 		$638K Sell
10,583
-408
-4% -$23.6K 0.13% 144
2013
Q4 		$640K Buy
10,991
+562
+5% +$30.8K 0.14% 160
2013
Q3 		$542K Buy
10,429
+2,144
+26% +$115K 0.12% 192
2013
Q2 		$436K Buy
+8,285
New +$421K 0.1% 203

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

IFC Holdings's JPM Position: Q1 2018 in Review

IFC Holdings sold out of JPMorgan Chase (JPM) in Q1 2018, closing a stake of 25,195 shares — an estimated $2.7M sold.

IFC Holdings first reported a position in JPM in Q2 2013 and held it in 19 quarters. The position peaked at $2.7M in Q4 2017. 2,447 funds tracked by Wall St. Rank hold JPM as of Q1 2018.

  • IFC Holdings reported no remaining JPMorgan Chase position as of Q1 2018 after selling out during the quarter.
  • IFC Holdings sold 25,195 JPMorgan Chase shares in Q1 2018, an estimated $2.7M.
  • IFC Holdings first reported a position in JPMorgan Chase in Q2 2013 and held it in 19 quarters.
  • IFC Holdings's JPMorgan Chase position peaked at $2.7M in Q4 2017.
  • 2,447 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.