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Martin Currie’s JPMorgan Chase JPM Stock Holding History

Martin Currie’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
-91,258
Closed -$10.3M – 95
2018
Q3 		$10.3M Sell
91,258
-27,300
-23% -$3.1M 0.72% 39
2018
Q2 		$12.4M Sell
118,558
-35,600
-23% -$3.91M 0.86% 29
2018
Q1 		$17M Sell
154,158
-28,000
-15% -$3.17M 1.18% 16
2017
Q4 		$19.5M Hold
182,158
– – 1.37% 16
2017
Q3 		$17.4M Hold
182,158
– – 1.33% 17
2017
Q2 		$16.6M Sell
182,158
-73,629
-29% -$6.35M 1.34% 19
2017
Q1 		$22.5M Sell
255,787
-33,800
-12% -$2.98M 1.85% 13
2016
Q4 		$25M Sell
289,587
-16,600
-5% -$1.27M 2.34% 8
2016
Q3 		$20.4M Sell
306,187
-2,200
-0.7% -$143K 1.85% 14
2016
Q2 		$19.2M Sell
308,387
-40,051
-11% -$2.5M 1.85% 16
2016
Q1 		$20.6M Sell
348,438
-2,600
-0.7% -$152K 1.97% 15
2015
Q4 		$23.2M Sell
351,038
-6,800
-2% -$443K 2.34% 10
2015
Q3 		$21.8M Sell
357,838
-31,650
-8% -$2.07M 2.26% 13
2015
Q2 		$26.4M Sell
389,488
-12,800
-3% -$836K 2.52% 10
2015
Q1 		$24.4M Sell
402,288
-6,500
-2% -$385K 2.18% 13
2014
Q4 		$25.6M Buy
408,788
+8,500
+2% +$512K 2.2% 16
2014
Q3 		$24.1M Sell
400,288
-59,018
-13% -$3.45M 2.07% 16
2014
Q2 		$26.5M Sell
459,306
-9,400
-2% -$528K 2.29% 13
2014
Q1 		$28.5M Sell
468,706
-32,478
-6% -$1.88M 2.61% 10
2013
Q4 		$29.3M Buy
501,184
+104,600
+26% +$5.73M 2.69% 12
2013
Q3 		$20.5M Sell
396,584
-12,600
-3% -$676K 2.2% 17
2013
Q2 		$21.6M Buy
+409,184
New +$20.8M 2.35% 14

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Martin Currie's JPM Position: Q4 2018 in Review

Martin Currie sold out of JPMorgan Chase (JPM) in Q4 2018, closing a stake of 91,258 shares — an estimated $10.3M sold.

Martin Currie first reported a position in JPM in Q2 2013 and held it in 22 quarters. The position peaked at $29.3M in Q4 2013. 2,597 funds tracked by Wall St. Rank hold JPM as of Q4 2018.

  • Martin Currie reported no remaining JPMorgan Chase position as of Q4 2018 after selling out during the quarter.
  • Martin Currie sold 91,258 JPMorgan Chase shares in Q4 2018, an estimated $10.3M.
  • Martin Currie first reported a position in JPMorgan Chase in Q2 2013 and held it in 22 quarters.
  • Martin Currie's JPMorgan Chase position peaked at $29.3M in Q4 2013.
  • 2,597 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.

Based on Martin Currie's 13F filing for Q4 2018, filed 14 Feb 2019.