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John Armitage’s JPMorgan Chase JPM Stock Holding History

John Armitage’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
-2,424,646
Closed -$232M – 38
2017
Q3 		$232M Sell
2,424,646
-982,925
-29% -$90.6M 2.07% 18
2017
Q2 		$311M Buy
3,407,571
+3,546
+0.1% +$306K 3.12% 13
2017
Q1 		$299M Sell
3,404,025
-854,543
-20% -$75.4M 3.23% 14
2016
Q4 		$367M Sell
4,258,568
-144,870
-3% -$11M 4.47% 8
2016
Q3 		$293M Sell
4,403,438
-17,133
-0.4% -$1.12M 3.32% 14
2016
Q2 		$275M Buy
4,420,571
+954,672
+28% +$59.6M 3.08% 11
2016
Q1 		$205M Sell
3,465,899
-170,834
-5% -$9.98M 1.96% 20
2015
Q4 		$240M Sell
3,636,733
-1,198,092
-25% -$78M 2.49% 19
2015
Q3 		$295M Sell
4,834,825
-1,049,419
-18% -$68.7M 3.33% 16
2015
Q2 		$399M Buy
5,884,244
+2,179,699
+59% +$142M 5.05% 6
2015
Q1 		$224M Sell
3,704,545
-648,886
-15% -$38.4M 3.07% 14
2014
Q4 		$272M Buy
+4,353,431
New +$262M 3.65% 12

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 $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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

John Armitage's JPM Position: Q4 2017 in Review

John Armitage sold out of JPMorgan Chase (JPM) in Q4 2017, closing a stake of 2,424,646 shares — an estimated $232M sold.

John Armitage first reported a position in JPM in Q4 2014 and held it in 12 quarters. The position peaked at $399M in Q2 2015. 2,426 funds tracked by Wall St. Rank hold JPM as of Q4 2017.

  • John Armitage reported no remaining JPMorgan Chase position as of Q4 2017 after selling out during the quarter.
  • John Armitage sold 2,424,646 JPMorgan Chase shares in Q4 2017, an estimated $232M.
  • John Armitage first reported a position in JPMorgan Chase in Q4 2014 and held it in 12 quarters.
  • John Armitage's JPMorgan Chase position peaked at $399M in Q2 2015.
  • 2,426 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2017.

Based on Egerton Capital (UK)'s 13F filing for Q4 2017, filed 8 Feb 2018.