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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Janus Henderson Investors US's JPM Position: Q1 2017 in Review

Janus Henderson Investors US increased its JPMorgan Chase (JPM) stake by 14% in Q1 2017, buying an estimated $39.6M and bringing the position to 3,726,745 shares worth $327M. The position accounts for 0.27% of the portfolio, ranked #104.

Janus Henderson Investors US first reported a position in JPM in Q2 2013 and has held it in 16 quarters since. The position peaked at $578M in Q1 2014. 2,150 funds tracked by Wall St. Rank hold JPM as of Q1 2017.

  • Janus Henderson Investors US held 3,726,745 shares of JPMorgan Chase worth $327M as of Q1 2017.
  • Janus Henderson Investors US bought 449,338 JPMorgan Chase shares in Q1 2017, an estimated $39.6M.
  • JPMorgan Chase made up 0.27% of Janus Henderson Investors US's portfolio in Q1 2017, its #104 holding.
  • Janus Henderson Investors US first reported a position in JPMorgan Chase in Q2 2013 and has held it in 16 quarters since.
  • Janus Henderson Investors US's JPMorgan Chase position peaked at $578M in Q1 2014.
  • 2,150 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2017.

Based on Janus Henderson Investors US's 13F filing for Q1 2017, filed 16 May 2017.