JHIU
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Janus Henderson Investors US’s JPMorgan Chase JPM Stock Holding History

Janus Henderson Investors US’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
Q1 		$327M Buy
3,726,745
+449,338
+14% +$39.6M 0.27% 104
2016
Q4 		$283M Sell
3,277,407
-193,472
-6% -$14.8M 0.24% 117
2016
Q3 		$231M Sell
3,470,879
-712,980
-17% -$46.5M 0.2% 149
2016
Q2 		$260M Sell
4,183,859
-2,445,664
-37% -$153M 0.22% 113
2016
Q1 		$393M Sell
6,629,523
-70,477
-1% -$4.12M 0.34% 67
2015
Q4 		$442M Sell
6,700,000
-1,034,557
-13% -$67.4M 0.38% 57
2015
Q3 		$472M Sell
7,734,557
-191,011
-2% -$12.5M 0.42% 49
2015
Q2 		$537M Buy
7,925,568
+1,553,494
+24% +$101M 0.44% 46
2015
Q1 		$386M Sell
6,372,074
-1,463,436
-19% -$86.7M 0.32% 73
2014
Q4 		$490M Sell
7,835,510
-314,637
-4% -$18.9M 0.42% 52
2014
Q3 		$491M Sell
8,150,147
-148,486
-2% -$8.68M 0.45% 49
2014
Q2 		$478M Sell
8,298,633
-1,219,758
-13% -$68.6M 0.44% 48
2014
Q1 		$578M Sell
9,518,391
-166,483
-2% -$9.62M 0.54% 37
2013
Q4 		$566M Sell
9,684,874
-648,622
-6% -$35.5M 0.53% 40
2013
Q3 		$534M Sell
10,333,496
-328,319
-3% -$17.6M 0.53% 41
2013
Q2 		$563M Buy
+10,661,815
New +$542M 0.59% 32

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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