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MB Financial Bank - Trust Department’s JPMorgan Chase JPM Stock Holding History

MB Financial Bank - Trust Department’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
2019
Q1 		$698K Sell
6,898
-4,640
-40% -$478K 0.09% 71
2018
Q4 		$1.13M Sell
11,538
-2,867
-20% -$305K 0.14% 60
2018
Q3 		$1.63M Sell
14,405
-7,563
-34% -$859K 0.17% 57
2018
Q2 		$2.29M Buy
21,968
+174
+0.8% +$19.1K 0.26% 52
2018
Q1 		$2.4M Sell
21,794
-470
-2% -$53.2K 0.27% 50
2017
Q4 		$2.38M Buy
22,264
+156
+0.7% +$15.8K 0.25% 51
2017
Q3 		$2.11M Sell
22,108
-409
-2% -$37.7K 0.23% 55
2017
Q2 		$2.06M Hold
22,517
– – 0.22% 55
2017
Q1 		$1.98M Sell
22,517
-733
-3% -$64.7K 0.22% 56
2016
Q4 		$2.01M Buy
23,250
+3,875
+20% +$295K 0.21% 56
2016
Q3 		$1.29M Sell
19,375
-4,500
-19% -$293K 0.14% 60
2016
Q2 		$1.48M Sell
23,875
-461
-2% -$28.8K 0.16% 58
2016
Q1 		$1.44M Sell
24,336
-1,356
-5% -$79.2K 0.16% 59
2015
Q4 		$1.7M Sell
25,692
-1,224
-5% -$79.7K 0.2% 60
2015
Q3 		$1.64M Sell
26,916
-1,679
-6% -$110K 0.2% 62
2015
Q2 		$1.94M Sell
28,595
-2,311
-7% -$151K 0.24% 55
2015
Q1 		$1.87M Sell
30,906
-138,107
-82% -$8.18M 0.23% 59
2014
Q4 		$10.6M Sell
169,013
-162,624
-49% -$9.79M 1.26% 21
2014
Q3 		$19.6M Buy
331,637
+169,281
+104% +$9.9M 1.21% 22
2014
Q2 		$9.36M Buy
162,356
+12,745
+9% +$717K 1.17% 21
2014
Q1 		$9.08M Sell
149,611
-1,022
-0.7% -$59.1K 1.25% 17
2013
Q4 		$8.81M Buy
150,633
+222
+0.1% +$12.2K 1.23% 17
2013
Q3 		$7.78M Buy
150,411
+8,979
+6% +$482K 1.16% 20
2013
Q2 		$7.47M Buy
+141,432
New +$7.19M 1.17% 17

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MB Financial Bank - Trust Department's JPM Position: Q1 2019 in Review

MB Financial Bank - Trust Department reduced its JPMorgan Chase (JPM) stake by 40% in Q1 2019, selling an estimated $478K and leaving 6,898 shares worth $698K. The position accounts for 0.09% of the portfolio, ranked #71.

MB Financial Bank - Trust Department first reported a position in JPM in Q2 2013 and has held it in 24 quarters since. The position peaked at $19.6M in Q3 2014. 2,600 funds tracked by Wall St. Rank hold JPM as of Q1 2019.

  • MB Financial Bank - Trust Department held 6,898 shares of JPMorgan Chase worth $698K as of Q1 2019.
  • MB Financial Bank - Trust Department sold 4,640 JPMorgan Chase shares in Q1 2019, an estimated $478K.
  • JPMorgan Chase made up 0.09% of MB Financial Bank - Trust Department's portfolio in Q1 2019, its #71 holding.
  • MB Financial Bank - Trust Department first reported a position in JPMorgan Chase in Q2 2013 and has held it in 24 quarters since.
  • MB Financial Bank - Trust Department's JPMorgan Chase position peaked at $19.6M in Q3 2014.
  • 2,600 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2019.

Based on MB Financial Bank - Trust Department's 13F filing for Q1 2019, filed 5 Apr 2019.