MIM
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Midwest Investment Management’s JPMorgan Chase JPM Stock Holding History

Midwest Investment 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
2017
Q3 		$2.67M Sell
27,946
-590
-2% -$54.4K 2.2% 18
2017
Q2 		$2.61M Hold
28,536
– – 2.2% 19
2017
Q1 		$2.51M Sell
28,536
-570
-2% -$50.3K 2.14% 19
2016
Q4 		$2.51M Sell
29,106
-720
-2% -$54.9K 2.16% 20
2016
Q3 		$1.99M Sell
29,826
-21,367
-42% -$1.39M 1.72% 26
2016
Q2 		$3.18M Buy
51,193
+227
+0.4% +$14.2K 2.59% 15
2016
Q1 		$3.02M Buy
50,966
+1,715
+3% +$100K 2.43% 16
2015
Q4 		$3.25M Buy
49,251
+377
+0.8% +$24.5K 2.77% 12
2015
Q3 		$2.98M Sell
48,874
-1,925
-4% -$126K 2.53% 12
2015
Q2 		$3.44M Sell
50,799
-665
-1% -$43.4K 2.65% 9
2015
Q1 		$3.12M Sell
51,464
-1,360
-3% -$80.5K 2.37% 13
2014
Q4 		$3.31M Sell
52,824
-330
-0.6% -$19.9K 2.4% 13
2014
Q3 		$3.2M Sell
53,154
-1,865
-3% -$109K 2.39% 14
2014
Q2 		$3.17M Sell
55,019
-885
-2% -$49.8K 2.31% 14
2014
Q1 		$3.39M Sell
55,904
-1,065
-2% -$61.5K 2.54% 9
2013
Q4 		$3.33M Buy
56,969
+277
+0.5% +$15.2K 2.48% 7
2013
Q3 		$2.93M Buy
56,692
+615
+1% +$33K 2.46% 7
2013
Q2 		$2.96M Buy
+56,077
New +$2.85M 3.01% 4

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 $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Midwest Investment Management's JPM Position: Q3 2017 in Review

Midwest Investment Management reduced its JPMorgan Chase (JPM) stake by 2.1% in Q3 2017, selling an estimated $54.4K and leaving 27,946 shares worth $2.67M. The position accounts for 2.2% of the portfolio, ranked #18.

Midwest Investment Management first reported a position in JPM in Q2 2013 and has held it in 18 quarters since. The position peaked at $3.44M in Q2 2015. 2,203 funds tracked by Wall St. Rank hold JPM as of Q3 2017.

  • Midwest Investment Management held 27,946 shares of JPMorgan Chase worth $2.67M as of Q3 2017.
  • Midwest Investment Management sold 590 JPMorgan Chase shares in Q3 2017, an estimated $54.4K.
  • JPMorgan Chase made up 2.2% of Midwest Investment Management's portfolio in Q3 2017, its #18 holding.
  • Midwest Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 18 quarters since.
  • Midwest Investment Management's JPMorgan Chase position peaked at $3.44M in Q2 2015.
  • 2,203 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2017.

Based on Midwest Investment Management's 13F filing for Q3 2017, filed 13 Oct 2017.