Quaker Capital Investments’s JPMorgan Chase JPM Stock Holding History

Quaker Capital Investments’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	–	Sell	-25,631	Closed	-$2.45M	–	24
2017 Q3	$2.45M	Sell	25,631 -13,985	-35%	-$1.29M	0.79%	15
2017 Q2	$3.62M	Hold	39,616	–	–	1.16%	13
2017 Q1	$3.48M	Sell	39,616 -1,300	-3%	-$115K	1.08%	13
2016 Q4	$3.53M	Hold	40,916	–	–	1.15%	14
2016 Q3	$2.73M	Sell	40,916 -9,885	-19%	-$645K	0.97%	15
2016 Q2	$3.16M	Sell	50,801 -121,405	-70%	-$7.58M	1.3%	15
2016 Q1	$10.2M	Hold	172,206	–	–	4.57%	8
2015 Q4	$11.4M	Hold	172,206	–	–	6.16%	7
2015 Q3	$10.5M	Hold	172,206	–	–	6.23%	7
2015 Q2	$11.7M	Hold	172,206	–	–	7.37%	6
2015 Q1	$10.4M	Hold	172,206	–	–	7.28%	5
2014 Q4	$10.8M	Buy	+172,206	New	+$10.4M	8.56%	4

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Quaker Capital Investments's JPM Position: Q4 2017 in Review

Quaker Capital Investments sold out of JPMorgan Chase (JPM) in Q4 2017, closing a stake of 25,631 shares — an estimated $2.45M sold.

Quaker Capital Investments first reported a position in JPM in Q4 2014 and held it in 12 quarters. The position peaked at $11.7M in Q2 2015. 2,426 funds tracked by Wall St. Rank hold JPM as of Q4 2017.

Quaker Capital Investments reported no remaining JPMorgan Chase position as of Q4 2017 after selling out during the quarter.
Quaker Capital Investments sold 25,631 JPMorgan Chase shares in Q4 2017, an estimated $2.45M.
Quaker Capital Investments first reported a position in JPMorgan Chase in Q4 2014 and held it in 12 quarters.
Quaker Capital Investments's JPMorgan Chase position peaked at $11.7M in Q2 2015.
2,426 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2017.

Based on Quaker Capital Investments's 13F filing for Q4 2017, filed 13 Feb 2018.