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
-299,300
Closed -$12.6M – 5381
2017
Q2 		$12.6M Buy
299,300
+284,300
+1,895% +$10.4M ﹤0.01% 1801
2017
Q1 		$446K Buy
+15,000
New +$452K ﹤0.01% 3761
2016
Q1 		– Sell
-14,200
Closed -$476K – 5132
2015
Q4 		$476K Sell
14,200
-200,000
-93% -$6.36M ﹤0.01% 3414
2015
Q3 		$6.78M Buy
214,200
+5,000
+2% +$177K ﹤0.01% 2034
2015
Q2 		$8.25M Sell
209,200
-16,900
-7% -$756K ﹤0.01% 2068
2015
Q1 		$11.8M Sell
226,100
-65,900
-23% -$3.53M ﹤0.01% 1798
2014
Q4 		$14.7M Buy
292,000
+22,400
+8% +$987K ﹤0.01% 1680
2014
Q3 		$10.3M Buy
+269,600
New +$10.3M ﹤0.01% 1901
2014
Q1 		– Sell
-1,600
Closed -$93K – 4095
2013
Q4 		$93K Hold
1,600
– – ﹤0.01% 3916
2013
Q3 		$94K Hold
1,600
– – ﹤0.01% 4190
2013
Q2 		$82K Buy
+1,600
New +$77.2K ﹤0.01% 4194

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.