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MIG Capital’s JPMorgan Chase JPM Stock Holding History

MIG Capital’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
-92,947
Closed -$8.02M – 29
2016
Q4 		$8.02M Sell
92,947
-234,053
-72% -$17.8M 1.39% 19
2016
Q3 		$21.8M Buy
327,000
+80,053
+32% +$5.22M 3.98% 15
2016
Q2 		$15.3M Sell
246,947
-41,053
-14% -$2.56M 3.34% 17
2016
Q1 		$17.1M Buy
288,000
+93,000
+48% +$5.43M 3.68% 16
2015
Q4 		$12.9M Buy
195,000
+5,600
+3% +$365K 3.11% 18
2015
Q3 		$11.5M Buy
+189,400
New +$12.4M 2.78% 20

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
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 $298B AUM 21.96% 1-Year Est. Return

MIG Capital's JPM Position: Q1 2017 in Review

MIG Capital sold out of JPMorgan Chase (JPM) in Q1 2017, closing a stake of 92,947 shares — an estimated $8.02M sold.

MIG Capital first reported a position in JPM in Q3 2015 and held it in 6 quarters. The position peaked at $21.8M in Q3 2016. 2,150 funds tracked by Wall St. Rank hold JPM as of Q1 2017.

  • MIG Capital reported no remaining JPMorgan Chase position as of Q1 2017 after selling out during the quarter.
  • MIG Capital sold 92,947 JPMorgan Chase shares in Q1 2017, an estimated $8.02M.
  • MIG Capital first reported a position in JPMorgan Chase in Q3 2015 and held it in 6 quarters.
  • MIG Capital's JPMorgan Chase position peaked at $21.8M in Q3 2016.
  • 2,150 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2017.

Based on MIG Capital's 13F filing for Q1 2017, filed 15 May 2017.