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Nikko Asset Management Americas’s JPMorgan Chase JPM Stock Holding History

Nikko Asset Management Americas’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
-16,249
Closed -$1.55M – 180
2017
Q4 		$1.55M Hold
16,249
– – 0.04% 143
2017
Q3 		$1.55M Buy
16,249
+400
+3% +$36.9K 0.08% 133
2017
Q2 		$1.45M Sell
15,849
-2,000
-11% -$173K 0.09% 144
2017
Q1 		$1.57M Sell
17,849
-1,900
-10% -$168K 0.12% 102
2016
Q4 		$1.7M Buy
19,749
+600
+3% +$45.8K 0.14% 93
2016
Q3 		$1.27M Sell
19,149
-2,600
-12% -$170K 0.11% 95
2016
Q2 		$1.33M Buy
21,749
+1,600
+8% +$99.9K 0.13% 96
2016
Q1 		$1.2M Hold
20,149
– – 0.14% 90
2015
Q4 		$1.34M Hold
20,149
– – 0.15% 95
2015
Q3 		$1.21M Hold
20,149
– – 0.12% 94
2015
Q2 		$1.35M Hold
20,149
– – 0.09% 97
2015
Q1 		$1.23M Sell
20,149
-14,100
-41% -$835K 0.1% 97
2014
Q4 		$2.16M Sell
34,249
-18,400
-35% -$1.11M 0.15% 84
2014
Q3 		$3.18M Buy
52,649
+30,800
+141% +$1.8M 0.19% 70
2014
Q2 		$1.26M Hold
21,849
– – 0.06% 105
2014
Q1 		$1.31M Sell
21,849
-14,500
-40% -$838K 0.06% 97
2013
Q4 		$2.11M Sell
36,349
-4,000
-10% -$219K 0.08% 80
2013
Q3 		$2.11M Sell
40,349
-9,400
-19% -$504K 0.07% 79
2013
Q2 		$2.64M Buy
+49,749
New +$2.53M 0.09% 69

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

Nikko Asset Management Americas's JPM Position: Q1 2018 in Review

Nikko Asset Management Americas sold out of JPMorgan Chase (JPM) in Q1 2018, closing a stake of 16,249 shares — an estimated $1.55M sold.

Nikko Asset Management Americas first reported a position in JPM in Q2 2013 and held it in 19 quarters. The position peaked at $3.18M in Q3 2014. 2,446 funds tracked by Wall St. Rank hold JPM as of Q1 2018.

  • Nikko Asset Management Americas reported no remaining JPMorgan Chase position as of Q1 2018 after selling out during the quarter.
  • Nikko Asset Management Americas sold 16,249 JPMorgan Chase shares in Q1 2018, an estimated $1.55M.
  • Nikko Asset Management Americas first reported a position in JPMorgan Chase in Q2 2013 and held it in 19 quarters.
  • Nikko Asset Management Americas's JPMorgan Chase position peaked at $3.18M in Q3 2014.
  • 2,446 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2018.

Based on Nikko Asset Management Americas's 13F filing for Q1 2018, filed 23 Apr 2018.