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
-114,600
Closed -$4.83M – 5383
2017
Q2 		$4.83M Buy
+114,600
New +$4.17M ﹤0.01% 2490
2017
Q1 		– Sell
-97,600
Closed -$3M – 5372
2016
Q4 		$3M Buy
+97,600
New +$2.94M ﹤0.01% 2823
2016
Q1 		– Sell
-11,000
Closed -$369K – 5133
2015
Q4 		$369K Buy
+11,000
New +$350K ﹤0.01% 3497
2015
Q3 		– Sell
-195,000
Closed -$7.69M – 4215
2015
Q2 		$7.69M Sell
195,000
-21,800
-10% -$975K ﹤0.01% 2112
2015
Q1 		$11.3M Buy
216,800
+114,100
+111% +$6.11M ﹤0.01% 1832
2014
Q4 		$5.18M Sell
102,700
-551,000
-84% -$24.3M ﹤0.01% 2382
2014
Q3 		$24.9M Buy
+653,700
New +$25M 0.01% 1304
2014
Q1 		– Sell
-30,900
Closed -$1.79M – 4096
2013
Q4 		$1.79M Hold
30,900
– – ﹤0.01% 2819
2013
Q3 		$1.81M Hold
30,900
– – ﹤0.01% 2875
2013
Q2 		$1.59M Buy
+30,900
New +$1.49M ﹤0.01% 2956

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.