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Mesirow Financial Investment Management - Fixed Income’s JPMorgan Chase JPM Stock Holding History

Mesirow Financial Investment Management - Fixed Income’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
Q1 		– Sell
-13,893
Closed -$1.2M – 206
2016
Q4 		$1.2M Hold
13,893
– – 0.07% 103
2016
Q3 		$925K Sell
13,893
-6,827
-33% -$445K 0.05% 117
2016
Q2 		$1.29M Sell
20,720
-25,350
-55% -$1.58M 0.08% 113
2016
Q1 		$2.73M Hold
46,070
– – 1.25% 7
2015
Q4 		$3.04M Sell
46,070
-166
-0.4% -$10.8K 1.4% 4
2015
Q3 		$2.82M Sell
46,236
-2,403
-5% -$157K 0.79% 53
2015
Q2 		$3.3M Buy
48,639
+6,812
+16% +$445K 0.78% 51
2015
Q1 		$2.53M Sell
41,827
-137
-0.3% -$8.11K 0.61% 65
2014
Q4 		$2.63M Hold
41,964
– – 0.65% 55
2014
Q3 		$2.53M Buy
41,964
+2,003
+5% +$117K 0.64% 60
2014
Q2 		$2.3M Sell
39,961
-257
-0.6% -$14.4K 0.56% 68
2014
Q1 		$2.44M Buy
40,218
+8,420
+26% +$487K 0.58% 65
2013
Q4 		$1.86M Buy
31,798
+3,048
+11% +$167K 0.5% 73
2013
Q3 		$1.49M Sell
28,750
-7,577
-21% -$406K 0.42% 82
2013
Q2 		$1.92M Buy
+36,327
New +$1.85M 0.58% 68

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mesirow Financial Investment Management - Fixed Income's JPM Position: Q1 2017 in Review

Mesirow Financial Investment Management - Fixed Income sold out of JPMorgan Chase (JPM) in Q1 2017, closing a stake of 13,893 shares — an estimated $1.2M sold.

Mesirow Financial Investment Management - Fixed Income first reported a position in JPM in Q2 2013 and held it in 15 quarters. The position peaked at $3.3M in Q2 2015. 2,150 funds tracked by Wall St. Rank hold JPM as of Q1 2017.

  • Mesirow Financial Investment Management - Fixed Income reported no remaining JPMorgan Chase position as of Q1 2017 after selling out during the quarter.
  • Mesirow Financial Investment Management - Fixed Income sold 13,893 JPMorgan Chase shares in Q1 2017, an estimated $1.2M.
  • Mesirow Financial Investment Management - Fixed Income first reported a position in JPMorgan Chase in Q2 2013 and held it in 15 quarters.
  • Mesirow Financial Investment Management - Fixed Income's JPMorgan Chase position peaked at $3.3M in Q2 2015.
  • 2,150 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2017.

Based on Mesirow Financial Investment Management - Fixed Income's 13F filing for Q1 2017, filed 25 Apr 2017.