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Mizuho Trust & Banking’s JPMorgan Chase JPM Stock Holding History

Mizuho Trust & Banking’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
Q4 		– Sell
-6,275,297
Closed -$418M – 365
2016
Q3 		$418M Buy
6,275,297
+44,206
+0.7% +$2.88M 1.24% 9
2016
Q2 		$387M Buy
6,231,091
+116,534
+2% +$7.28M 1.19% 10
2016
Q1 		$362M Buy
6,114,557
+200,562
+3% +$11.7M 1.15% 13
2015
Q4 		$394M Sell
5,913,995
-4,812
-0.1% -$313K 1.3% 9
2015
Q3 		$361M Buy
5,918,807
+183,618
+3% +$12M 1.25% 9
2015
Q2 		$389M Buy
5,735,189
+234,922
+4% +$15.3M 1.28% 9
2015
Q1 		$333M Buy
5,500,267
+209,686
+4% +$12.4M 1.13% 10
2014
Q4 		$331M Buy
5,290,581
+175,178
+3% +$10.5M 1.16% 11
2014
Q3 		$308M Sell
5,115,403
-309,120
-6% -$18.1M 1.16% 10
2014
Q2 		$313M Sell
5,424,523
-8,377
-0.2% -$471K 1.12% 11
2014
Q1 		$330M Sell
5,432,900
-63,576
-1% -$3.67M 1.24% 9
2013
Q4 		$325M Buy
5,496,476
+2,200
+0% +$121K 1.23% 10
2013
Q3 		$290M Hold
5,494,276
– – 1.21% 11
2013
Q2 		$290M Buy
+5,494,276
New +$279M 1.22% 11

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mizuho Trust & Banking's JPM Position: Q4 2016 in Review

Mizuho Trust & Banking sold out of JPMorgan Chase (JPM) in Q4 2016, closing a stake of 6,275,297 shares — an estimated $418M sold.

Mizuho Trust & Banking first reported a position in JPM in Q2 2013 and held it in 14 quarters. The position peaked at $418M in Q3 2016. 2,090 funds tracked by Wall St. Rank hold JPM as of Q4 2016.

  • Mizuho Trust & Banking reported no remaining JPMorgan Chase position as of Q4 2016 after selling out during the quarter.
  • Mizuho Trust & Banking sold 6,275,297 JPMorgan Chase shares in Q4 2016, an estimated $418M.
  • Mizuho Trust & Banking first reported a position in JPMorgan Chase in Q2 2013 and held it in 14 quarters.
  • Mizuho Trust & Banking's JPMorgan Chase position peaked at $418M in Q3 2016.
  • 2,090 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2016.

Based on Mizuho Trust & Banking's 13F filing for Q4 2016, filed 14 Feb 2017.