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Nuveen Fund Advisors’s JPMorgan Chase JPM Stock Holding History

Nuveen 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
2018
Q1 		– Sell
-2,558
Closed -$274K – 282
2017
Q4 		$274K Sell
2,558
-7,562
-75% -$766K 0.08% 242
2017
Q3 		$967K Sell
10,120
-4,590
-31% -$423K 0.2% 155
2017
Q2 		$1.34M Sell
14,710
-29,328
-67% -$2.53M 0.21% 150
2017
Q1 		$3.87M Sell
44,038
-25,369
-37% -$2.24M 0.51% 58
2016
Q4 		$5.99M Sell
69,407
-7,241
-9% -$552K 0.86% 17
2016
Q3 		$5.1M Sell
76,648
-9,465
-11% -$617K 0.71% 27
2016
Q2 		$5.35M Buy
+86,113
New +$5.38M 0.83% 28

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

Nuveen Fund Advisors's JPM Position: Q1 2018 in Review

Nuveen Fund Advisors sold out of JPMorgan Chase (JPM) in Q1 2018, closing a stake of 2,558 shares — an estimated $274K sold.

Nuveen Fund Advisors first reported a position in JPM in Q2 2016 and held it in 7 quarters. The position peaked at $5.99M in Q4 2016. 2,446 funds tracked by Wall St. Rank hold JPM as of Q1 2018.

  • Nuveen Fund Advisors reported no remaining JPMorgan Chase position as of Q1 2018 after selling out during the quarter.
  • Nuveen Fund Advisors sold 2,558 JPMorgan Chase shares in Q1 2018, an estimated $274K.
  • Nuveen Fund Advisors first reported a position in JPMorgan Chase in Q2 2016 and held it in 7 quarters.
  • Nuveen Fund Advisors's JPMorgan Chase position peaked at $5.99M in Q4 2016.
  • 2,446 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2018.

Based on Nuveen Fund Advisors's 13F filing for Q1 2018, filed 14 May 2018.