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Independence Trust’s JPMorgan Chase JPM Stock Holding History

Independence Trust’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
Q4 		$439K Hold
4,101
– – 0.48% 36
2017
Q3 		$392K Buy
4,101
+110
+3% +$10.1K 0.45% 38
2017
Q2 		$365K Sell
3,991
-450
-10% -$38.8K 0.43% 40
2017
Q1 		$390K Sell
4,441
-20
-0.4% -$1.76K 0.5% 38
2016
Q4 		$385K Sell
4,461
-130
-3% -$9.91K 0.53% 37
2016
Q3 		$306K Hold
4,591
– – 0.5% 38
2016
Q2 		$285K Hold
4,591
– – 0.44% 40
2016
Q1 		$272K Sell
4,591
-489
-10% -$28.6K 0.43% 40
2015
Q4 		$335K Buy
5,080
+645
+15% +$42K 0.44% 49
2015
Q3 		$270K Sell
4,435
-5,380
-55% -$352K 0.28% 76
2015
Q2 		$665K Sell
9,815
-1,235
-11% -$80.6K 0.45% 40
2015
Q1 		$669K Hold
11,050
– – 0.42% 46
2014
Q4 		$691K Hold
11,050
– – 0.42% 45
2014
Q3 		$666K Hold
11,050
– – 0.44% 43
2014
Q2 		$637K Buy
11,050
+410
+4% +$23.1K 0.41% 43
2014
Q1 		$646K Buy
10,640
+910
+9% +$52.6K 0.45% 40
2013
Q4 		$569K Hold
9,730
– – 0.39% 41
2013
Q3 		$503K Sell
9,730
-1,295
-12% -$69.5K 0.37% 43
2013
Q2 		$582K Buy
+11,025
New +$561K 0.42% 38

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

Independence Trust's JPM Position: Q4 2017 in Review

Independence Trust held its JPMorgan Chase (JPM) position steady in Q4 2017 at 4,101 shares worth $439K. The position accounts for 0.48% of the portfolio, ranked #36.

Independence Trust first reported a position in JPM in Q2 2013 and has held it in 19 quarters since. The position peaked at $691K in Q4 2014. 2,426 funds tracked by Wall St. Rank hold JPM as of Q4 2017.

  • Independence Trust held 4,101 shares of JPMorgan Chase worth $439K as of Q4 2017.
  • Independence Trust left its JPMorgan Chase share count unchanged in Q4 2017.
  • JPMorgan Chase made up 0.48% of Independence Trust's portfolio in Q4 2017, its #36 holding.
  • Independence Trust first reported a position in JPMorgan Chase in Q2 2013 and has held it in 19 quarters since.
  • Independence Trust's JPMorgan Chase position peaked at $691K in Q4 2014.
  • 2,426 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2017.

Based on Independence Trust's 13F filing for Q4 2017, filed 8 Feb 2018.