JP Morgan Chase
AV

JP Morgan Chase’s Aviva Plc AV Stock Holding History

JP Morgan Chase’s Portfolio AV Stock Details AV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,523
Closed -$18K – 5361
2016
Q3 		$18K Sell
1,523
-68,743
-98% -$747K ﹤0.01% 4219
2016
Q2 		$750K Sell
70,266
-153,091
-69% -$1.9M ﹤0.01% 3283
2016
Q1 		$2.92M Sell
223,357
-16,912
-7% -$223K ﹤0.01% 2511
2015
Q4 		$3.65M Sell
240,269
-86,678
-27% -$1.29M ﹤0.01% 2415
2015
Q3 		$4.49M Sell
326,947
-541,337
-62% -$8.34M ﹤0.01% 2287
2015
Q2 		$13.5M Sell
868,284
-423,235
-33% -$6.88M ﹤0.01% 1692
2015
Q1 		$20.9M Buy
1,291,519
+896,511
+227% +$14.6M ﹤0.01% 1412
2014
Q4 		$5.88M Sell
395,008
-46,522
-11% -$743K ﹤0.01% 2304
2014
Q3 		$7.48M Buy
441,530
+38,647
+10% +$662K ﹤0.01% 2109
2014
Q2 		$7.09M Sell
402,883
-364,818
-48% -$6.37M ﹤0.01% 1912
2014
Q1 		$12.3M Buy
767,701
+735,238
+2,265% +$11.6M ﹤0.01% 1610
2013
Q4 		$493K Buy
+32,463
New +$457K ﹤0.01% 3495

Other funds holding AV

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CAM
Capstone Asset Management Houston, Texas $3.6B AUM 20.21% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

JP Morgan Chase's AV Position: Q4 2016 in Review

JP Morgan Chase sold out of Aviva Plc (AV) in Q4 2016, closing a stake of 1,523 shares — an estimated $18K sold.

JP Morgan Chase first reported a position in AV in Q4 2013 and held it in 12 quarters. The position peaked at $20.9M in Q1 2015. 36 funds tracked by Wall St. Rank hold AV as of Q4 2016.

  • JP Morgan Chase reported no remaining Aviva Plc position as of Q4 2016 after selling out during the quarter.
  • JP Morgan Chase sold 1,523 Aviva Plc shares in Q4 2016, an estimated $18K.
  • JP Morgan Chase first reported a position in Aviva Plc in Q4 2013 and held it in 12 quarters.
  • JP Morgan Chase's Aviva Plc position peaked at $20.9M in Q1 2015.
  • 36 funds tracked by Wall St. Rank held Aviva Plc as of Q4 2016.

Based on JP Morgan Chase's 13F filing for Q4 2016, filed 6 Feb 2017.