Mizuho Asset Management’s JPMorgan Chase JPM Stock Holding History

Mizuho Asset 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
2016 Q3	$4.8M	Sell	72,023 -7,961	-10%	-$519K	1.04%	14
2016 Q2	$4.97M	Buy	79,984 +26,008	+48%	+$1.62M	0.9%	19
2016 Q1	$3.27M	Sell	53,976 -19,355	-26%	-$1.13M	0.86%	20
2015 Q4	$4.84M	Buy	73,331 +3,783	+5%	+$246K	0.99%	14
2015 Q3	$4.24M	Buy	69,548 +4,889	+8%	+$320K	0.97%	14
2015 Q2	$4.38M	Buy	64,659 +10,683	+20%	+$697K	1.02%	11
2015 Q1	$3.27M	Sell	53,976 -5,162	-9%	-$306K	0.86%	20
2014 Q4	$3.7M	Sell	59,138 -7,185	-11%	-$432K	1.13%	12
2014 Q3	$4M	Buy	66,323 +9,297	+16%	+$543K	0.86%	35
2014 Q2	$3.29M	Buy	57,026 +6,172	+12%	+$347K	0.72%	42
2014 Q1	$3.09M	Buy	50,854 +8,770	+21%	+$507K	0.61%	56
2013 Q4	$2.46M	Sell	42,084 -109,519	-72%	-$6M	0.48%	64
2013 Q3	$7.84M	Sell	151,603 -33,611	-18%	-$1.8M	1.16%	15
2013 Q2	$9.78M	Buy	+185,214	New	+$9.42M	1.42%	7

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mizuho Asset Management's JPM Position: Q3 2016 in Review

Mizuho Asset Management reduced its JPMorgan Chase (JPM) stake by 10% in Q3 2016, selling an estimated $519K and leaving 72,023 shares worth $4.8M. The position accounts for 1.04% of the portfolio, ranked #14.

Mizuho Asset Management first reported a position in JPM in Q2 2013 and has held it in 14 quarters since. The position peaked at $9.78M in Q2 2013. 1,923 funds tracked by Wall St. Rank hold JPM as of Q3 2016.

Mizuho Asset Management held 72,023 shares of JPMorgan Chase worth $4.8M as of Q3 2016.
Mizuho Asset Management sold 7,961 JPMorgan Chase shares in Q3 2016, an estimated $519K.
JPMorgan Chase made up 1.04% of Mizuho Asset Management's portfolio in Q3 2016, its #14 holding.
Mizuho Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 14 quarters since.
Mizuho Asset Management's JPMorgan Chase position peaked at $9.78M in Q2 2013.
1,923 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2016.

Based on Mizuho Asset Management's 13F filing for Q3 2016, filed 14 Nov 2016.