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Nationwide Fund Advisors’s JPMorgan Chase JPM Stock Holding History

Nationwide Fund Advisors’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
-2,408,076
Closed -$230M – 1070
2017
Q3 		$230M Sell
2,408,076
-103,356
-4% -$9.53M 0.9% 6
2017
Q2 		$230M Sell
2,511,432
-222,889
-8% -$19.2M 0.92% 6
2017
Q1 		$240M Buy
2,734,321
+13,809
+0.5% +$1.22M 0.97% 5
2016
Q4 		$235M Sell
2,720,512
-416,861
-13% -$31.8M 0.98% 3
2016
Q3 		$209M Sell
3,137,373
-136,880
-4% -$8.92M 0.87% 7
2016
Q2 		$203M Buy
3,274,253
+18,222
+0.6% +$1.14M 0.88% 7
2016
Q1 		$193M Buy
3,256,031
+50,348
+2% +$2.94M 0.84% 5
2015
Q4 		$212M Sell
3,205,683
-262,458
-8% -$17.1M 0.91% 5
2015
Q3 		$211M Sell
3,468,141
-45,753
-1% -$3M 0.95% 3
2015
Q2 		$238M Buy
3,513,894
+76,051
+2% +$4.97M 0.98% 4
2015
Q1 		$208M Buy
3,437,843
+10,763
+0.3% +$637K 0.84% 4
2014
Q4 		$214M Sell
3,427,080
-256,821
-7% -$15.5M 0.92% 4
2014
Q3 		$222M Sell
3,683,901
-72,750
-2% -$4.25M 0.94% 5
2014
Q2 		$216M Sell
3,756,651
-56,393
-1% -$3.17M 0.88% 5
2014
Q1 		$231M Buy
3,813,044
+332,050
+10% +$19.2M 1.07% 4
2013
Q4 		$204M Buy
3,480,994
+380,806
+12% +$20.9M 0.85% 7
2013
Q3 		$160M Buy
3,100,188
+125,543
+4% +$6.73M 0.72% 10
2013
Q2 		$157M Buy
+2,974,645
New +$151M 0.83% 9

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

Nationwide Fund Advisors's JPM Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of JPMorgan Chase (JPM) in Q4 2017, closing a stake of 2,408,076 shares — an estimated $230M sold.

Nationwide Fund Advisors first reported a position in JPM in Q2 2013 and held it in 18 quarters. The position peaked at $240M in Q1 2017. 2,425 funds tracked by Wall St. Rank hold JPM as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining JPMorgan Chase position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 2,408,076 JPMorgan Chase shares in Q4 2017, an estimated $230M.
  • Nationwide Fund Advisors first reported a position in JPMorgan Chase in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's JPMorgan Chase position peaked at $240M in Q1 2017.
  • 2,425 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.