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National Planning Corporation’s JPMorgan Chase JPM Stock Holding History

National Planning Corporation’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
2017
Q4 		– Sell
-32,082
Closed -$3.06M – 350
2017
Q3 		$3.06M Sell
32,082
-2,553
-7% -$235K 0.26% 87
2017
Q2 		$3.21M Buy
34,635
+1,957
+6% +$169K 0.24% 93
2017
Q1 		$2.85M Buy
32,678
+89
+0.3% +$7.85K 0.22% 102
2016
Q4 		$2.76M Buy
32,589
+541
+2% +$41.3K 0.21% 98
2016
Q3 		$2.24M Sell
32,048
-7,953
-20% -$519K 0.18% 120
2016
Q2 		$2.55M Sell
40,001
-4,776
-11% -$298K 0.2% 109
2016
Q1 		$2.76M Sell
44,777
-10,674
-19% -$623K 0.24% 92
2015
Q4 		$3.2M Buy
55,451
+16,471
+42% +$1.07M 0.26% 90
2015
Q3 		$2.57M Sell
38,980
-336
-0.9% -$22K 0.24% 93
2015
Q2 		$2.68M Buy
39,316
+988
+3% +$64.5K 0.24% 93
2015
Q1 		$2.47M Sell
38,328
-6,105
-14% -$362K 0.22% 101
2014
Q4 		$2.62M Sell
44,433
-1,428
-3% -$85.9K 0.19% 102
2014
Q3 		$2.77M Sell
45,861
-315
-0.7% -$18.4K 0.21% 90
2014
Q2 		$2.66M Buy
46,176
+2,298
+5% +$129K 0.21% 95
2014
Q1 		$2.65M Buy
43,878
+368
+0.8% +$21.3K 0.23% 87
2013
Q4 		$2.55M Sell
43,510
-388
-0.9% -$21.3K 0.23% 101
2013
Q3 		$2.27M Buy
43,898
+13,432
+44% +$720K 0.22% 105
2013
Q2 		$1.61M Buy
+30,466
New +$1.55M 0.2% 115

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

National Planning Corporation's JPM Position: Q4 2017 in Review

National Planning Corporation sold out of JPMorgan Chase (JPM) in Q4 2017, closing a stake of 32,082 shares — an estimated $3.06M sold.

National Planning Corporation first reported a position in JPM in Q2 2013 and held it in 18 quarters. The position peaked at $3.21M in Q2 2017. 2,426 funds tracked by Wall St. Rank hold JPM as of Q4 2017.

  • National Planning Corporation reported no remaining JPMorgan Chase position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 32,082 JPMorgan Chase shares in Q4 2017, an estimated $3.06M.
  • National Planning Corporation first reported a position in JPMorgan Chase in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's JPMorgan Chase position peaked at $3.21M in Q2 2017.
  • 2,426 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.