Koch Industries’s JPMorgan Chase JPM Stock Holding History

Koch Industries’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
2017 Q2	–	Sell	-5,511	Closed	-$484K	–	510
2017 Q1	$484K	Buy	+5,511	New	+$486K	0.41%	40

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Koch Industries's JPM Position: Q2 2017 in Review

Koch Industries sold out of JPMorgan Chase (JPM) in Q2 2017, closing a stake of 5,511 shares — an estimated $484K sold.

Koch Industries first reported a position in JPM in Q1 2017 and held it in 1 quarter. The position peaked at $484K in Q1 2017. 2,199 funds tracked by Wall St. Rank hold JPM as of Q2 2017.

Koch Industries reported no remaining JPMorgan Chase position as of Q2 2017 after selling out during the quarter.
Koch Industries sold 5,511 JPMorgan Chase shares in Q2 2017, an estimated $484K.
Koch Industries first reported a position in JPMorgan Chase in Q1 2017 and held it in 1 quarter.
Koch Industries's JPMorgan Chase position peaked at $484K in Q1 2017.
2,199 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2017.

Based on Koch Industries's 13F filing for Q2 2017, filed 15 Aug 2017.