JP Morgan Chase
WFM

JP Morgan Chase’s Whole Foods Market Inc WFM Stock Holding History

JP Morgan Chase’s Portfolio WFM Stock Details WFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,543,792
Closed -$107M – 5382
2017
Q2 		$107M Buy
2,543,792
+2,111,292
+488% +$76.9M 0.02% 596
2017
Q1 		$12.9M Buy
432,500
+220,756
+104% +$6.65M ﹤0.01% 1754
2016
Q4 		$6.51M Buy
211,744
+146,798
+226% +$4.42M ﹤0.01% 2245
2016
Q3 		$1.84M Sell
64,946
-127,781
-66% -$3.93M ﹤0.01% 2844
2016
Q2 		$6.17M Buy
192,727
+1,803
+0.9% +$56.1K ﹤0.01% 2147
2016
Q1 		$5.94M Sell
190,924
-17,621
-8% -$551K ﹤0.01% 2107
2015
Q4 		$6.99M Sell
208,545
-788,521
-79% -$25.1M ﹤0.01% 2026
2015
Q3 		$31.6M Sell
997,066
-68,080
-6% -$2.41M 0.01% 994
2015
Q2 		$42M Buy
1,065,146
+436,729
+69% +$19.5M 0.01% 977
2015
Q1 		$32.7M Sell
628,417
-633,721
-50% -$34M 0.01% 1120
2014
Q4 		$63.6M Sell
1,262,138
-1,053,766
-46% -$46.4M 0.01% 822
2014
Q3 		$88.3M Buy
2,315,904
+908,310
+65% +$34.7M 0.02% 668
2014
Q2 		$54.4M Sell
1,407,594
-2,261,242
-62% -$98.6M 0.01% 815
2014
Q1 		$186M Sell
3,668,836
-3,358,750
-48% -$179M 0.05% 390
2013
Q4 		$406M Sell
7,027,586
-147,319
-2% -$8.73M 0.12% 205
2013
Q3 		$420M Buy
7,174,905
+1,749,046
+32% +$96.6M 0.12% 191
2013
Q2 		$279M Buy
+5,425,859
New +$262M 0.09% 259

Other funds holding WFM

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $578M AUM 49.48% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

JP Morgan Chase's WFM Position: Q3 2017 in Review

JP Morgan Chase sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 2,543,792 shares — an estimated $107M sold.

JP Morgan Chase first reported a position in WFM in Q2 2013 and held it in 17 quarters. The position peaked at $420M in Q3 2013. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • JP Morgan Chase reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • JP Morgan Chase sold 2,543,792 Whole Foods Market Inc shares in Q3 2017, an estimated $107M.
  • JP Morgan Chase first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 17 quarters.
  • JP Morgan Chase's Whole Foods Market Inc position peaked at $420M in Q3 2013.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on JP Morgan Chase's 13F filing for Q3 2017, filed 9 Nov 2017.