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Municipal Employees' Retirement System of Michigan’s JPMorgan Chase JPM Stock Holding History

Municipal Employees' Retirement System of Michigan’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
2020
Q3 		– Sell
-35,480
Closed -$3.34M – 128
2020
Q2 		$3.34M Sell
35,480
-37,460
-51% -$3.55M 0.08% 30
2020
Q1 		$6.57M Sell
72,940
-470
-0.6% -$57.1K 0.21% 27
2019
Q4 		$10.2M Sell
73,410
-1,850
-2% -$237K 0.33% 26
2019
Q3 		$8.86M Buy
75,260
+190
+0.3% +$21.5K 0.34% 27
2019
Q2 		$8.39M Buy
75,070
+330
+0.4% +$36.4K 0.59% 8
2019
Q1 		$7.57M Sell
74,740
-45,230
-38% -$4.66M 0.5% 13
2018
Q4 		$11.7M Buy
+119,970
New +$12.8M 0.69% 8
2018
Q2 		$12.3M Sell
118,440
-2,130
-2% -$234K 0.65% 8
2018
Q1 		$13.3M Sell
120,570
-980
-0.8% -$111K 0.64% 4
2017
Q4 		$13M Sell
121,550
-1,540
-1% -$156K 0.65% 6
2017
Q3 		$11.8M Sell
123,090
-25,110
-17% -$2.32M 0.62% 7
2017
Q2 		$13.5M Sell
148,200
-5,100
-3% -$440K 0.67% 7
2017
Q1 		$13.5M Hold
153,300
– – 0.64% 6
2016
Q4 		$13.2M Sell
153,300
-3,440
-2% -$262K 0.64% 4
2016
Q3 		$10.4M Buy
156,740
+270
+0.2% +$17.6K 0.54% 10
2016
Q2 		$9.72M Buy
156,470
+27,960
+22% +$1.75M 0.52% 11
2016
Q1 		$7.61M Buy
128,510
+1,170
+0.9% +$68.3K 0.51% 14
2015
Q4 		$8.41M Buy
127,340
+790
+0.6% +$51.4K 0.62% 9
2015
Q3 		$7.72M Sell
126,550
-1,160
-0.9% -$76K 0.6% 9
2015
Q2 		$8.65M Buy
127,710
+17,210
+16% +$1.12M 0.62% 8
2015
Q1 		$6.69M Sell
110,500
-20,500
-16% -$1.21M 0.52% 9
2014
Q4 		$8.2M Hold
131,000
– – 0.56% 11
2014
Q3 		$7.89M Buy
131,000
+2,800
+2% +$164K 0.6% 10
2014
Q2 		$7.39M Hold
128,200
– – 0.55% 11
2014
Q1 		$7.78M Buy
128,200
+700
+0.5% +$40.5K 0.61% 9
2013
Q4 		$7.46M Hold
127,500
– – 0.76% 9
2013
Q3 		$6.59M Buy
+127,500
New +$6.84M 0.9% 11

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan's JPM Position: Q3 2020 in Review

Municipal Employees' Retirement System of Michigan sold out of JPMorgan Chase (JPM) in Q3 2020, closing a stake of 35,480 shares — an estimated $3.34M sold.

Municipal Employees' Retirement System of Michigan first reported a position in JPM in Q3 2013 and held it in 27 quarters. The position peaked at $13.5M in Q2 2017. 2,827 funds tracked by Wall St. Rank hold JPM as of Q3 2020.

  • Municipal Employees' Retirement System of Michigan reported no remaining JPMorgan Chase position as of Q3 2020 after selling out during the quarter.
  • Municipal Employees' Retirement System of Michigan sold 35,480 JPMorgan Chase shares in Q3 2020, an estimated $3.34M.
  • Municipal Employees' Retirement System of Michigan first reported a position in JPMorgan Chase in Q3 2013 and held it in 27 quarters.
  • Municipal Employees' Retirement System of Michigan's JPMorgan Chase position peaked at $13.5M in Q2 2017.
  • 2,827 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2020.

Based on Municipal Employees' Retirement System of Michigan's 13F filing for Q3 2020, filed 5 Oct 2020.