Impax Asset Management’s JPMorgan Chase JPM Stock Holding History

Impax Asset 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
2018 Q2	$18.3M	Buy	175,818 +16,600	+10%	+$1.82M	1.09%	27
2018 Q1	$17.5M	Hold	159,218	–	–	1.01%	35
2017 Q4	$17M	Sell	159,218 -27,800	-15%	-$2.81M	0.98%	43
2017 Q3	$17.9M	Buy	187,018 +40,000	+27%	+$3.69M	1.02%	39
2017 Q2	$13.4M	Hold	147,018	–	–	0.76%	61
2017 Q1	$12.9M	Buy	147,018 +60,000	+69%	+$5.29M	0.72%	63
2016 Q4	$7.51M	Buy	+87,018	New	+$6.64M	0.43%	91
2014 Q1	–	Sell	-396,742	Closed	-$23.2M	–	202
2013 Q4	$23.2M	Sell	396,742 -31,668	-7%	-$1.73M	1.47%	21
2013 Q3	$22.1M	Buy	428,410 +10,044	+2%	+$539K	1.48%	18
2013 Q2	$22.1M	Buy	+418,366	New	+$21.3M	1.5%	16

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Impax Asset Management's JPM Position: Q2 2018 in Review

Impax Asset Management increased its JPMorgan Chase (JPM) stake by 10% in Q2 2018, buying an estimated $1.82M and bringing the position to 175,818 shares worth $18.3M. The position accounts for 1.09% of the portfolio, ranked #27.

Impax Asset Management first reported a position in JPM in Q2 2013 and has held it in 10 quarters since. The position peaked at $23.2M in Q4 2013. 2,437 funds tracked by Wall St. Rank hold JPM as of Q2 2018.

Impax Asset Management held 175,818 shares of JPMorgan Chase worth $18.3M as of Q2 2018.
Impax Asset Management bought 16,600 JPMorgan Chase shares in Q2 2018, an estimated $1.82M.
JPMorgan Chase made up 1.09% of Impax Asset Management's portfolio in Q2 2018, its #27 holding.
Impax Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 10 quarters since.
Impax Asset Management's JPMorgan Chase position peaked at $23.2M in Q4 2013.
2,437 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2018.

Based on Impax Asset Management's 13F filing for Q2 2018, filed 14 Aug 2018.