Outfitter Advisors’s JPMorgan Chase JPM Stock Holding History

Outfitter 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 Q2	$1.56M	Sell	14,950 -700	-4%	-$76.8K	0.71%	45
2018 Q1	$1.72M	Sell	15,650 -9,840	-39%	-$1.11M	0.79%	42
2017 Q4	$2.73M	Sell	25,490 -50	-0.2%	-$5.06K	0.92%	42
2017 Q3	$2.44M	Sell	25,540 -975	-4%	-$89.9K	0.86%	42
2017 Q2	$2.42M	Sell	26,515 -425	-2%	-$36.7K	0.9%	43
2017 Q1	$2.37M	Sell	26,940 -530	-2%	-$46.8K	0.89%	44
2016 Q4	$2.37M	Hold	27,470	–	–	0.94%	41
2016 Q3	$1.83M	Hold	27,470	–	–	0.74%	51
2016 Q2	$1.71M	Sell	27,470 -500	-2%	-$31.2K	0.73%	49
2016 Q1	$1.66M	Sell	27,970 -250	-0.9%	-$14.6K	0.66%	55
2015 Q4	$1.86M	Hold	28,220	–	–	0.75%	51
2015 Q3	$1.72M	Buy	28,220 +650	+2%	+$42.6K	0.75%	53
2015 Q2	$1.87M	Sell	27,570 -350	-1%	-$22.9K	0.72%	52
2015 Q1	$1.69M	Hold	27,920	–	–	0.64%	59
2014 Q4	$1.75M	Hold	27,920	–	–	0.67%	52
2014 Q3	$1.68M	Buy	27,920 +75	+0.3%	+$4.38K	0.65%	56
2014 Q2	$1.6M	Buy	27,845 +1,310	+5%	+$73.6K	0.61%	56
2014 Q1	$1.61M	Sell	26,535 -2,625	-9%	-$152K	0.64%	59
2013 Q4	$1.71M	Sell	29,160 -558	-2%	-$30.6K	0.68%	53
2013 Q3	$1.54M	Buy	29,718 +2,635	+10%	+$141K	0.64%	54
2013 Q2	$1.43M	Buy	+27,083	New	+$1.38M	0.66%	51

Other funds holding JPM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Outfitter Advisors's JPM Position: Q2 2018 in Review

Outfitter Advisors reduced its JPMorgan Chase (JPM) stake by 4.5% in Q2 2018, selling an estimated $76.8K and leaving 14,950 shares worth $1.56M. The position accounts for 0.71% of the portfolio, ranked #45.

Outfitter Advisors first reported a position in JPM in Q2 2013 and has held it in 21 quarters since. The position peaked at $2.73M in Q4 2017. 2,436 funds tracked by Wall St. Rank hold JPM as of Q2 2018.

Outfitter Advisors held 14,950 shares of JPMorgan Chase worth $1.56M as of Q2 2018.
Outfitter Advisors sold 700 JPMorgan Chase shares in Q2 2018, an estimated $76.8K.
JPMorgan Chase made up 0.71% of Outfitter Advisors's portfolio in Q2 2018, its #45 holding.
Outfitter Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 21 quarters since.
Outfitter Advisors's JPMorgan Chase position peaked at $2.73M in Q4 2017.
2,436 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2018.

Based on Outfitter Advisors's 13F filing for Q2 2018, filed 23 Jul 2018.