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Liberty Mutual Group Asset Management’s JPMorgan Chase JPM Stock Holding History

Liberty Mutual Group Asset Management’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
2018
Q4 		– Sell
-136,095
Closed -$15.4M – 417
2018
Q3 		$15.4M Hold
136,095
– – 0.32% 20
2018
Q2 		$14.2M Sell
136,095
-4,157
-3% -$456K 0.36% 22
2018
Q1 		$15.4M Hold
140,252
– – 0.47% 20
2017
Q4 		$15M Sell
140,252
-11,909
-8% -$1.21M 0.44% 22
2017
Q3 		$14.5M Sell
152,161
-76,489
-33% -$7.05M 0.8% 12
2017
Q2 		$20.9M Buy
228,650
+36,997
+19% +$3.19M 0.85% 13
2017
Q1 		$16.8M Sell
191,653
-67,608
-26% -$5.96M 0.66% 16
2016
Q4 		$22.4M Buy
259,261
+11,084
+4% +$845K 0.8% 10
2016
Q3 		$16.5M Sell
248,177
-5,578
-2% -$364K 0.59% 19
2016
Q2 		$15.8M Buy
253,755
+16,436
+7% +$1.03M 0.58% 18
2016
Q1 		$14.1M Buy
237,319
+18,021
+8% +$1.05M 0.58% 20
2015
Q4 		$14.5M Buy
219,298
+102,221
+87% +$6.66M 0.58% 15
2015
Q3 		$7.14M Sell
117,077
-1,216
-1% -$79.6K 0.27% 23
2015
Q2 		$8.02M Sell
118,293
-58,027
-33% -$3.79M 0.28% 24
2015
Q1 		$10.7M Sell
176,320
-405
-0.2% -$24K 0.33% 16
2014
Q4 		$11.1M Buy
176,725
+2,391
+1% +$144K 0.35% 16
2014
Q3 		$10.5M Sell
174,334
-772
-0.4% -$45.1K 0.34% 18
2014
Q2 		$10.1M Buy
175,106
+5,620
+3% +$316K 0.32% 16
2014
Q1 		$10.3M Buy
169,486
+657
+0.4% +$38K 0.34% 14
2013
Q4 		$9.87M Sell
168,829
-58,454
-26% -$3.2M 0.35% 13
2013
Q3 		$11.7M Sell
227,283
-100,593
-31% -$5.4M 0.44% 16
2013
Q2 		$17.3M Buy
+327,876
New +$16.7M 0.68% 12

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Liberty Mutual Group Asset Management's JPM Position: Q4 2018 in Review

Liberty Mutual Group Asset Management sold out of JPMorgan Chase (JPM) in Q4 2018, closing a stake of 136,095 shares — an estimated $15.4M sold.

Liberty Mutual Group Asset Management first reported a position in JPM in Q2 2013 and held it in 22 quarters. The position peaked at $22.4M in Q4 2016. 2,597 funds tracked by Wall St. Rank hold JPM as of Q4 2018.

  • Liberty Mutual Group Asset Management reported no remaining JPMorgan Chase position as of Q4 2018 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 136,095 JPMorgan Chase shares in Q4 2018, an estimated $15.4M.
  • Liberty Mutual Group Asset Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 22 quarters.
  • Liberty Mutual Group Asset Management's JPMorgan Chase position peaked at $22.4M in Q4 2016.
  • 2,597 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.