Quotient Investors’s JPMorgan Chase JPM Stock Holding History

Quotient Investors’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 Q3	$941K	Sell	9,857 -15,200	-61%	-$1.4M	0.65%	64
2017 Q2	$2.29M	Sell	25,057 -1,871	-7%	-$161K	1.63%	10
2017 Q1	$2.37M	Hold	26,928	–	–	1.43%	13
2016 Q4	$2.32M	Hold	26,928	–	–	1.46%	12
2016 Q3	$1.79M	Sell	26,928 -18,373	-41%	-$1.2M	1.16%	17
2016 Q2	$2.81M	Sell	45,301 -14,073	-24%	-$879K	1.33%	13
2016 Q1	$3.52M	Buy	59,374 +26,609	+81%	+$1.55M	1.29%	17
2015 Q4	$2.16M	Sell	32,765 -16,542	-34%	-$1.08M	0.83%	41
2015 Q3	$3.01M	Sell	49,307 -40,287	-45%	-$2.64M	0.66%	50
2015 Q2	$6.07M	Hold	89,594	–	–	0.83%	36
2015 Q1	$5.43M	Buy	89,594 +17,600	+24%	+$1.04M	0.73%	42
2014 Q4	$4.5M	Hold	71,994	–	–	0.92%	28
2014 Q3	$4.34M	Hold	71,994	–	–	0.95%	29
2014 Q2	$4.15M	Sell	71,994 -79	-0.1%	-$4.44K	0.9%	34
2014 Q1	$4.38M	Hold	72,073	–	–	1%	30
2013 Q4	$4.21M	Hold	72,073	–	–	0.99%	31
2013 Q3	$3.73M	Buy	72,073 +6,600	+10%	+$354K	0.97%	25
2013 Q2	$3.46M	Buy	+65,473	New	+$3.33M	0.97%	26

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Quotient Investors's JPM Position: Q3 2017 in Review

Quotient Investors reduced its JPMorgan Chase (JPM) stake by 61% in Q3 2017, selling an estimated $1.4M and leaving 9,857 shares worth $941K. The position accounts for 0.65% of the portfolio, ranked #64.

Quotient Investors first reported a position in JPM in Q2 2013 and has held it in 18 quarters since. The position peaked at $6.07M in Q2 2015. 2,203 funds tracked by Wall St. Rank hold JPM as of Q3 2017.

Quotient Investors held 9,857 shares of JPMorgan Chase worth $941K as of Q3 2017.
Quotient Investors sold 15,200 JPMorgan Chase shares in Q3 2017, an estimated $1.4M.
JPMorgan Chase made up 0.65% of Quotient Investors's portfolio in Q3 2017, its #64 holding.
Quotient Investors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 18 quarters since.
Quotient Investors's JPMorgan Chase position peaked at $6.07M in Q2 2015.
2,203 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2017.

Based on Quotient Investors's 13F filing for Q3 2017, filed 18 Oct 2017.