PIM
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Perkins Investment Management’s JPMorgan Chase JPM Stock Holding History

Perkins Investment 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
2017
Q1 		$5.68M Buy
64,724
+19,347
+43% +$1.71M 0.07% 170
2016
Q4 		$3.92M Buy
45,377
+4,606
+11% +$351K 0.05% 179
2016
Q3 		$2.71M Sell
40,771
-38,663
-49% -$2.52M 0.04% 182
2016
Q2 		$4.94M Sell
79,434
-37,326
-32% -$2.33M 0.07% 174
2016
Q1 		$6.92M Sell
116,760
-1,697
-1% -$99.1K 0.1% 163
2015
Q4 		$7.82M Sell
118,457
-3,903
-3% -$254K 0.11% 148
2015
Q3 		$7.46M Sell
122,360
-119,735
-49% -$7.84M 0.11% 149
2015
Q2 		$16.4M Buy
242,095
+65,360
+37% +$4.27M 0.19% 141
2015
Q1 		$10.7M Sell
176,735
-87,000
-33% -$5.15M 0.11% 170
2014
Q4 		$16.5M Buy
263,735
+10,673
+4% +$642K 0.15% 154
2014
Q3 		$15.2M Sell
253,062
-7,710
-3% -$451K 0.14% 151
2014
Q2 		$15M Buy
260,772
+11,033
+4% +$620K 0.12% 149
2014
Q1 		$15.2M Buy
249,739
+90,788
+57% +$5.25M 0.12% 153
2013
Q4 		$9.29M Buy
158,951
+98,600
+163% +$5.4M 0.06% 193
2013
Q3 		$3.12M Hold
60,351
– – 0.02% 214
2013
Q2 		$3.19M Buy
+60,351
New +$3.07M 0.02% 228

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Perkins Investment Management's JPM Position: Q1 2017 in Review

Perkins Investment Management increased its JPMorgan Chase (JPM) stake by 43% in Q1 2017, buying an estimated $1.71M and bringing the position to 64,724 shares worth $5.68M. The position accounts for 0.07% of the portfolio, ranked #170.

Perkins Investment Management first reported a position in JPM in Q2 2013 and has held it in 16 quarters since. The position peaked at $16.5M in Q4 2014. 2,150 funds tracked by Wall St. Rank hold JPM as of Q1 2017.

  • Perkins Investment Management held 64,724 shares of JPMorgan Chase worth $5.68M as of Q1 2017.
  • Perkins Investment Management bought 19,347 JPMorgan Chase shares in Q1 2017, an estimated $1.71M.
  • JPMorgan Chase made up 0.07% of Perkins Investment Management's portfolio in Q1 2017, its #170 holding.
  • Perkins Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 16 quarters since.
  • Perkins Investment Management's JPMorgan Chase position peaked at $16.5M in Q4 2014.
  • 2,150 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2017.

Based on Perkins Investment Management's 13F filing for Q1 2017, filed 15 May 2017.