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MU Investments Company’s JPMorgan Chase JPM Stock Holding History

MU Investments Company’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
2018
Q1 		– Sell
-980
Closed -$106K – 83
2017
Q4 		$106K Sell
980
-450
-31% -$45.6K 0.07% 28
2017
Q3 		$136K Sell
1,430
-380
-21% -$35K 0.11% 27
2017
Q2 		$165K Sell
1,810
-600
-25% -$51.8K 0.12% 30
2017
Q1 		$215K Sell
2,410
-270
-10% -$23.8K 0.15% 30
2016
Q4 		$230K Sell
2,680
-1,230
-31% -$93.8K 0.17% 31
2016
Q3 		$257K Sell
3,910
-4,220
-52% -$275K 0.19% 32
2016
Q2 		$498K Sell
8,130
-6,970
-46% -$435K 0.34% 32
2016
Q1 		$902K Sell
15,100
-420
-3% -$24.5K 0.57% 29
2015
Q4 		$1.03M Sell
15,520
-7,676
-33% -$500K 0.61% 31
2015
Q3 		$1.39M Sell
23,196
-100
-0.4% -$6.55K 0.75% 28
2015
Q2 		$1.56M Sell
23,296
-700
-3% -$45.7K 0.74% 29
2015
Q1 		$1.46M Sell
23,996
-1,550
-6% -$91.8K 0.68% 30
2014
Q4 		$1.6M Sell
25,546
-200
-0.8% -$12K 0.69% 30
2014
Q3 		$1.55M Sell
25,746
-3,560
-12% -$208K 0.76% 27
2014
Q2 		$1.69M Sell
29,306
-2,680
-8% -$151K 0.77% 27
2014
Q1 		$1.92M Sell
31,986
-5,470
-15% -$316K 0.89% 25
2013
Q4 		$2.18M Sell
37,456
-240
-0.6% -$13.1K 0.94% 25
2013
Q3 		$1.97M Buy
37,696
+1,100
+3% +$59K 0.94% 25
2013
Q2 		$1.95M Buy
+36,596
New +$1.86M 0.82% 33

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

MU Investments Company's JPM Position: Q1 2018 in Review

MU Investments Company sold out of JPMorgan Chase (JPM) in Q1 2018, closing a stake of 980 shares — an estimated $106K sold.

MU Investments Company first reported a position in JPM in Q2 2013 and held it in 19 quarters. The position peaked at $2.18M in Q4 2013. 2,447 funds tracked by Wall St. Rank hold JPM as of Q1 2018.

  • MU Investments Company reported no remaining JPMorgan Chase position as of Q1 2018 after selling out during the quarter.
  • MU Investments Company sold 980 JPMorgan Chase shares in Q1 2018, an estimated $106K.
  • MU Investments Company first reported a position in JPMorgan Chase in Q2 2013 and held it in 19 quarters.
  • MU Investments Company's JPMorgan Chase position peaked at $2.18M in Q4 2013.
  • 2,447 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2018.

Based on MU Investments Company's 13F filing for Q1 2018, filed 20 Apr 2018.