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Montage Investments’s JPMorgan Chase JPM Stock Holding History

Montage Investments’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 		$1.4M Sell
20,971
-839
-4% -$54.7K 0.77% 32
2016
Q2 		$1.35M Sell
21,810
-1,119
-5% -$69.9K 0.95% 25
2016
Q1 		$1.36M Buy
22,929
+14,682
+178% +$857K 0.97% 26
2015
Q4 		$545K Buy
+8,247
New +$537K 1.07% 35

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 $2.9T AUM 29.55% 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 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Montage Investments's JPM Position: Q3 2016 in Review

Montage Investments reduced its JPMorgan Chase (JPM) stake by 3.8% in Q3 2016, selling an estimated $54.7K and leaving 20,971 shares worth $1.4M. The position accounts for 0.77% of the portfolio, ranked #32.

Montage Investments first reported a position in JPM in Q4 2015 and has held it in 4 quarters since. 1,923 funds tracked by Wall St. Rank hold JPM as of Q3 2016.

  • Montage Investments held 20,971 shares of JPMorgan Chase worth $1.4M as of Q3 2016.
  • Montage Investments sold 839 JPMorgan Chase shares in Q3 2016, an estimated $54.7K.
  • JPMorgan Chase made up 0.77% of Montage Investments's portfolio in Q3 2016, its #32 holding.
  • Montage Investments first reported a position in JPMorgan Chase in Q4 2015 and has held it in 4 quarters since.
  • 1,923 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2016.

Based on Montage Investments's 13F filing for Q3 2016, filed 10 Nov 2016.