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Jackson Park Capital’s JPMorgan Chase JPM Stock Holding History

Jackson Park Capital’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
2016
Q4 		$1.73M Sell
20,000
-13,000
-39% -$991K 3.21% 13
2016
Q3 		$2.2M Hold
33,000
– – 2.85% 14
2016
Q2 		$2.05M Sell
33,000
-24,000
-42% -$1.5M 2.81% 14
2016
Q1 		$3.38M Buy
+57,000
New +$3.33M 4.36% 8

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jackson Park Capital's JPM Position: Q4 2016 in Review

Jackson Park Capital reduced its JPMorgan Chase (JPM) stake by 39% in Q4 2016, selling an estimated $991K and leaving 20,000 shares worth $1.73M. The position accounts for 3.21% of the portfolio, ranked #13.

Jackson Park Capital first reported a position in JPM in Q1 2016 and has held it in 4 quarters since. The position peaked at $3.38M in Q1 2016. 2,090 funds tracked by Wall St. Rank hold JPM as of Q4 2016.

  • Jackson Park Capital held 20,000 shares of JPMorgan Chase worth $1.73M as of Q4 2016.
  • Jackson Park Capital sold 13,000 JPMorgan Chase shares in Q4 2016, an estimated $991K.
  • JPMorgan Chase made up 3.21% of Jackson Park Capital's portfolio in Q4 2016, its #13 holding.
  • Jackson Park Capital first reported a position in JPMorgan Chase in Q1 2016 and has held it in 4 quarters since.
  • Jackson Park Capital's JPMorgan Chase position peaked at $3.38M in Q1 2016.
  • 2,090 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2016.

Based on Jackson Park Capital's 13F filing for Q4 2016, filed 1 Feb 2017.