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Park Avenue Institutional Advisers’s JPMorgan Chase JPM Stock Holding History

Park Avenue Institutional Advisers’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
-23,143
Closed -$1.44M – 220
2016
Q2 		$1.44M Sell
23,143
-46
-0.2% -$2.87K 1.23% 10
2016
Q1 		$1.37M Sell
23,189
-652
-3% -$38.1K 1.19% 15
2015
Q4 		$1.57M Sell
23,841
-757
-3% -$49.3K 1.35% 9
2015
Q3 		$1.5M Sell
24,598
-543
-2% -$35.6K 1.33% 8
2015
Q2 		$1.7M Buy
+25,141
New +$1.64M 1.37% 8

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Park Avenue Institutional Advisers's JPM Position: Q3 2016 in Review

Park Avenue Institutional Advisers sold out of JPMorgan Chase (JPM) in Q3 2016, closing a stake of 23,143 shares — an estimated $1.44M sold.

Park Avenue Institutional Advisers first reported a position in JPM in Q2 2015 and held it in 5 quarters. The position peaked at $1.7M in Q2 2015. 1,923 funds tracked by Wall St. Rank hold JPM as of Q3 2016.

  • Park Avenue Institutional Advisers reported no remaining JPMorgan Chase position as of Q3 2016 after selling out during the quarter.
  • Park Avenue Institutional Advisers sold 23,143 JPMorgan Chase shares in Q3 2016, an estimated $1.44M.
  • Park Avenue Institutional Advisers first reported a position in JPMorgan Chase in Q2 2015 and held it in 5 quarters.
  • Park Avenue Institutional Advisers's JPMorgan Chase position peaked at $1.7M in Q2 2015.
  • 1,923 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2016.

Based on Park Avenue Institutional Advisers's 13F filing for Q3 2016, filed 15 Feb 2017.