IR
JPM icon

Invictus RG’s JPMorgan Chase JPM Stock Holding History

Invictus RG’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
Q3 		– Sell
-286
Closed -$26K – 604
2017
Q2 		$26K Sell
286
-964
-77% -$83.2K 0.02% 498
2017
Q1 		$110K Buy
+1,250
New +$110K 0.07% 435
2016
Q3 		– Sell
-60
Closed -$4K – 729
2016
Q2 		$4K Sell
60
-143
-70% -$8.93K ﹤0.01% 558
2016
Q1 		$12K Buy
203
+125
+160% +$7.3K 0.01% 465
2015
Q4 		$5K Buy
+78
New +$5.08K ﹤0.01% 562

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Invictus RG's JPM Position: Q3 2017 in Review

Invictus RG sold out of JPMorgan Chase (JPM) in Q3 2017, closing a stake of 286 shares — an estimated $26K sold.

Invictus RG first reported a position in JPM in Q4 2015 and held it in 5 quarters. The position peaked at $110K in Q1 2017. 2,202 funds tracked by Wall St. Rank hold JPM as of Q3 2017.

  • Invictus RG reported no remaining JPMorgan Chase position as of Q3 2017 after selling out during the quarter.
  • Invictus RG sold 286 JPMorgan Chase shares in Q3 2017, an estimated $26K.
  • Invictus RG first reported a position in JPMorgan Chase in Q4 2015 and held it in 5 quarters.
  • Invictus RG's JPMorgan Chase position peaked at $110K in Q1 2017.
  • 2,202 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2017.

Based on Invictus RG's 13F filing for Q3 2017, filed 13 Nov 2017.