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Investment Centers of America’s JPMorgan Chase JPM Stock Holding History

Investment Centers of America’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 		– Sell
-61,954
Closed -$5.92M – 262
2017
Q3 		$5.92M Buy
61,954
+1,002
+2% +$92.4K 0.44% 57
2017
Q2 		$5.57M Buy
60,952
+8,752
+17% +$755K 0.42% 60
2017
Q1 		$4.59M Sell
52,200
-4,408
-8% -$389K 0.35% 73
2016
Q4 		$4.9M Buy
56,608
+10,583
+23% +$807K 0.42% 62
2016
Q3 		$3.07M Buy
46,025
+1,494
+3% +$97.4K 0.32% 77
2016
Q2 		$2.77M Sell
44,531
-1,844
-4% -$115K 0.31% 85
2016
Q1 		$2.75M Buy
46,375
+20,099
+76% +$1.17M 0.31% 83
2015
Q4 		$1.74M Sell
26,276
-228
-0.9% -$14.8K 0.23% 113
2015
Q3 		$1.61M Buy
26,504
+3,771
+17% +$247K 0.24% 109
2015
Q2 		$1.54M Sell
22,733
-3,901
-15% -$255K 0.23% 114
2015
Q1 		$1.61M Buy
26,634
+3,585
+16% +$212K 0.24% 116
2014
Q4 		$1.44M Sell
23,049
-3,577
-13% -$215K 0.31% 91
2014
Q3 		$1.6M Buy
26,626
+13,041
+96% +$762K 0.28% 99
2014
Q2 		$788K Buy
13,585
+314
+2% +$17.7K 0.18% 135
2014
Q1 		$689K Buy
13,271
+2,745
+26% +$159K 0.14% 163
2013
Q4 		$549K Sell
10,526
-2,745
-21% -$150K 0.26% 113
2013
Q3 		$689K Buy
13,271
+4,330
+48% +$232K 0.14% 164
2013
Q2 		$469K Buy
+8,941
New +$455K 0.13% 171

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return

Investment Centers of America's JPM Position: Q4 2017 in Review

Investment Centers of America sold out of JPMorgan Chase (JPM) in Q4 2017, closing a stake of 61,954 shares — an estimated $5.92M sold.

Investment Centers of America first reported a position in JPM in Q2 2013 and held it in 18 quarters. The position peaked at $5.92M in Q3 2017. 2,426 funds tracked by Wall St. Rank hold JPM as of Q4 2017.

  • Investment Centers of America reported no remaining JPMorgan Chase position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 61,954 JPMorgan Chase shares in Q4 2017, an estimated $5.92M.
  • Investment Centers of America first reported a position in JPMorgan Chase in Q2 2013 and held it in 18 quarters.
  • Investment Centers of America's JPMorgan Chase position peaked at $5.92M in Q3 2017.
  • 2,426 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.