Northroad Capital Management’s JPMorgan Chase JPM Stock Holding History

Northroad Capital Management’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
2016 Q3	–	Sell	-6,396	Closed	-$397K	–	44
2016 Q2	$397K	Sell	6,396 -321	-5%	-$20.1K	0.3%	46
2016 Q1	$398K	Sell	6,717 -331	-5%	-$19.3K	0.26%	49
2015 Q4	$465K	Sell	7,048 -405	-5%	-$26.4K	0.28%	47
2015 Q3	$454K	Sell	7,453 -337	-4%	-$22.1K	0.27%	46
2015 Q2	$528K	Sell	7,790 -656	-8%	-$42.8K	0.27%	46
2015 Q1	$512K	Sell	8,446 -855	-9%	-$50.6K	0.27%	48
2014 Q4	$582K	Sell	9,301 -560	-6%	-$33.7K	0.26%	47
2014 Q3	$594K	Sell	9,861 -441	-4%	-$25.8K	0.23%	47
2014 Q2	$594K	Sell	10,302 -567	-5%	-$31.9K	0.21%	49
2014 Q1	$660K	Sell	10,869 -3,191	-23%	-$184K	0.24%	49
2013 Q4	$822K	Sell	14,060 -1,945	-12%	-$107K	0.29%	51
2013 Q3	$827K	Sell	16,005 -2,250	-12%	-$121K	0.32%	50
2013 Q2	$964K	Buy	+18,255	New	+$928K	0.37%	50

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Northroad Capital Management's JPM Position: Q3 2016 in Review

Northroad Capital Management sold out of JPMorgan Chase (JPM) in Q3 2016, closing a stake of 6,396 shares — an estimated $397K sold.

Northroad Capital Management first reported a position in JPM in Q2 2013 and held it in 13 quarters. The position peaked at $964K in Q2 2013. 1,924 funds tracked by Wall St. Rank hold JPM as of Q3 2016.

Northroad Capital Management reported no remaining JPMorgan Chase position as of Q3 2016 after selling out during the quarter.
Northroad Capital Management sold 6,396 JPMorgan Chase shares in Q3 2016, an estimated $397K.
Northroad Capital Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 13 quarters.
Northroad Capital Management's JPMorgan Chase position peaked at $964K in Q2 2013.
1,924 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2016.

Based on Northroad Capital Management's 13F filing for Q3 2016, filed 14 Nov 2016.