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Numeric Investors’s JPMorgan Chase JPM Stock Holding History

Numeric Investors’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 		$3.71M Buy
34,700
+9,100
+36% +$921K 0.03% 484
2017
Q3 		$2.44M Sell
25,600
-6,900
-21% -$636K 0.02% 561
2017
Q2 		$2.97M Buy
32,500
+18,600
+134% +$1.6M 0.03% 432
2017
Q1 		$1.22M Sell
13,900
-10,500
-43% -$926K 0.01% 592
2016
Q4 		$2.1M Buy
24,400
+3,900
+19% +$297K 0.02% 493
2016
Q3 		$1.36M Sell
20,500
-37,300
-65% -$2.43M 0.01% 539
2016
Q2 		$3.59M Sell
57,800
-15,500
-21% -$968K 0.03% 345
2016
Q1 		$4.34M Buy
73,300
+30,400
+71% +$1.78M 0.05% 303
2015
Q4 		$2.83M Sell
42,900
-32,900
-43% -$2.14M 0.03% 381
2015
Q3 		$4.62M Sell
75,800
-36,000
-32% -$2.36M 0.05% 252
2015
Q2 		$7.58M Sell
111,800
-1,119,335
-91% -$73.1M 0.09% 202
2015
Q1 		$74.6M Sell
1,231,135
-666,900
-35% -$39.5M 0.92% 25
2014
Q4 		$119M Buy
1,898,035
+445,677
+31% +$26.8M 1.54% 13
2014
Q3 		$87.5M Buy
1,452,358
+1,068,931
+279% +$62.5M 1.3% 16
2014
Q2 		$22.1M Sell
383,427
-318,000
-45% -$17.9M 0.33% 85
2014
Q1 		$42.6M Sell
701,427
-1,795,800
-72% -$104M 0.72% 29
2013
Q4 		$146M Sell
2,497,227
-555,700
-18% -$30.4M 2.45% 2
2013
Q3 		$158M Buy
3,052,927
+100,900
+3% +$5.41M 2.92% 2
2013
Q2 		$156M Buy
+2,952,027
New +$150M 3.12% 1

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

Numeric Investors's JPM Position: Q4 2017 in Review

Numeric Investors increased its JPMorgan Chase (JPM) stake by 36% in Q4 2017, buying an estimated $921K and bringing the position to 34,700 shares worth $3.71M. The position accounts for 0.03% of the portfolio, ranked #484.

Numeric Investors first reported a position in JPM in Q2 2013 and has held it in 19 quarters since. The position peaked at $158M in Q3 2013. 2,425 funds tracked by Wall St. Rank hold JPM as of Q4 2017.

  • Numeric Investors held 34,700 shares of JPMorgan Chase worth $3.71M as of Q4 2017.
  • Numeric Investors bought 9,100 JPMorgan Chase shares in Q4 2017, an estimated $921K.
  • JPMorgan Chase made up 0.03% of Numeric Investors's portfolio in Q4 2017, its #484 holding.
  • Numeric Investors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 19 quarters since.
  • Numeric Investors's JPMorgan Chase position peaked at $158M in Q3 2013.
  • 2,425 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2017.

Based on Numeric Investors's 13F filing for Q4 2017, filed 14 Feb 2018.