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Kanaly Trust’s JPMorgan Chase JPM Stock Holding History

Kanaly Trust’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$1.3M Sell
15,051
-3,649
-20% -$278K 0.28% 50
2016
Q3 		$1.25M Sell
18,700
-2,468
-12% -$161K 0.26% 53
2016
Q2 		$1.31M Sell
21,168
-269
-1% -$16.8K 0.27% 49
2016
Q1 		$1.27M Sell
21,437
-622
-3% -$36.3K 0.26% 49
2015
Q4 		$1.46M Sell
22,059
-95
-0.4% -$6.19K 0.3% 43
2015
Q3 		$1.35M Buy
22,154
+11,435
+107% +$749K 0.3% 43
2015
Q2 		$726K Sell
10,719
-2,890
-21% -$189K 0.14% 82
2015
Q1 		$824K Sell
13,609
-177
-1% -$10.5K 0.16% 73
2014
Q4 		$863K Buy
13,786
+115
+0.8% +$6.92K 0.17% 68
2014
Q3 		$824K Sell
13,671
-400
-3% -$23.4K 0.16% 74
2014
Q2 		$811K Sell
14,071
-382
-3% -$21.5K 0.15% 82
2014
Q1 		$877K Buy
14,453
+346
+2% +$20K 0.17% 77
2013
Q4 		$825K Buy
14,107
+6,042
+75% +$331K 0.16% 78
2013
Q3 		$416K Sell
8,065
-210
-3% -$11.3K 0.12% 63
2013
Q2 		$436K Buy
+8,275
New +$421K 0.13% 59

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kanaly Trust's JPM Position: Q4 2016 in Review

Kanaly Trust reduced its JPMorgan Chase (JPM) stake by 20% in Q4 2016, selling an estimated $278K and leaving 15,051 shares worth $1.3M. The position accounts for 0.28% of the portfolio, ranked #50.

Kanaly Trust first reported a position in JPM in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.46M in Q4 2015. 2,089 funds tracked by Wall St. Rank hold JPM as of Q4 2016.

  • Kanaly Trust held 15,051 shares of JPMorgan Chase worth $1.3M as of Q4 2016.
  • Kanaly Trust sold 3,649 JPMorgan Chase shares in Q4 2016, an estimated $278K.
  • JPMorgan Chase made up 0.28% of Kanaly Trust's portfolio in Q4 2016, its #50 holding.
  • Kanaly Trust first reported a position in JPMorgan Chase in Q2 2013 and has held it in 15 quarters since.
  • Kanaly Trust's JPMorgan Chase position peaked at $1.46M in Q4 2015.
  • 2,089 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.