Raiff Partners’s JPMorgan Chase JPM Stock Holding History

Raiff Partners’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 Q2	$2.29M	Buy	+25,000	New	+$2.16M	6.58%	7
2016 Q1	–	Sell	-15,000	Closed	-$990K	–	35
2015 Q4	$990K	Buy	+15,000	New	+$977K	1.48%	18
2014 Q4	–	Sell	-50,000	Closed	-$3.01M	–	37
2014 Q3	$3.01M	Buy	+50,000	New	+$2.92M	3.07%	11
2014 Q2	–	Sell	-50,000	Closed	-$3.04M	–	38
2014 Q1	$3.04M	Buy	+50,000	New	+$2.89M	2.23%	19

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

Raiff Partners's JPM Position: Q2 2017 in Review

Raiff Partners opened a new position in JPMorgan Chase (JPM) in Q2 2017: 25,000 shares worth $2.29M. The stake represents 6.58% of the portfolio and ranks #7 among its holdings. This is a return to the name: Raiff Partners previously reported a position in JPM as recently as Q4 2015.

Raiff Partners first reported a position in JPM in Q1 2014 and has held it in 4 quarters since. The position peaked at $3.04M in Q1 2014. 2,198 funds tracked by Wall St. Rank hold JPM as of Q2 2017.

Raiff Partners held 25,000 shares of JPMorgan Chase worth $2.29M as of Q2 2017.
JPMorgan Chase was a new Raiff Partners position in Q2 2017.
JPMorgan Chase made up 6.58% of Raiff Partners's portfolio in Q2 2017, its #7 holding.
Raiff Partners first reported a position in JPMorgan Chase in Q1 2014 and has held it in 4 quarters since.
Raiff Partners's JPMorgan Chase position peaked at $3.04M in Q1 2014.
2,198 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2017.

Based on Raiff Partners's 13F filing for Q2 2017, filed 14 Aug 2017.