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Millie Capital Management’s JPMorgan Chase JPM Stock Holding History

Millie Capital 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
Q4 		$346K Hold
3,240
– – 0.29% 58
2017
Q3 		$309K Hold
3,240
– – 0.25% 58
2017
Q2 		$296K Hold
3,240
– – 0.26% 59
2017
Q1 		$285K Hold
3,240
– – 0.27% 58
2016
Q4 		$280K Hold
3,240
– – 0.28% 62
2016
Q3 		$216K Hold
3,240
– – 0.24% 66
2016
Q2 		$201K Buy
+3,240
New +$202K 0.21% 72

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Millie Capital Management's JPM Position: Q4 2017 in Review

Millie Capital Management held its JPMorgan Chase (JPM) position steady in Q4 2017 at 3,240 shares worth $346K. The position accounts for 0.29% of the portfolio, ranked #58.

Millie Capital Management first reported a position in JPM in Q2 2016 and has held it in 7 quarters since. 2,426 funds tracked by Wall St. Rank hold JPM as of Q4 2017.

  • Millie Capital Management held 3,240 shares of JPMorgan Chase worth $346K as of Q4 2017.
  • Millie Capital Management left its JPMorgan Chase share count unchanged in Q4 2017.
  • JPMorgan Chase made up 0.29% of Millie Capital Management's portfolio in Q4 2017, its #58 holding.
  • Millie Capital Management first reported a position in JPMorgan Chase in Q2 2016 and has held it in 7 quarters since.
  • 2,426 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2017.

Based on Millie Capital Management's 13F filing for Q4 2017, filed 7 Feb 2018.