JP Morgan Chase
HRI icon

JP Morgan Chase’s Herc Holdings HRI Stock Holding History

JP Morgan Chase’s Portfolio HRI Stock Details HRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-10,827
Closed -$543K – 4732
2015
Q3 		$543K Sell
10,827
-12,663
-54% -$663K ﹤0.01% 3380
2015
Q2 		$1.28M Buy
23,490
+18,490
+370% +$1.14M ﹤0.01% 3153
2015
Q1 		$325K Buy
+5,000
New +$334K ﹤0.01% 3676
2014
Q4 		– Sell
-107,333
Closed -$8.18M – 4276
2014
Q3 		$8.18M Buy
107,333
+99,333
+1,242% +$8.49M ﹤0.01% 2055
2014
Q2 		$673K Hold
8,000
– – ﹤0.01% 3012
2014
Q1 		$639K Hold
8,000
– – ﹤0.01% 3045
2013
Q4 		$687K Hold
8,000
– – ﹤0.01% 3329
2013
Q3 		$532K Hold
8,000
– – ﹤0.01% 3607
2013
Q2 		$595K Buy
+8,000
New +$585K ﹤0.01% 3522

Other funds holding HRI

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return