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Ronald Blue & Co’s JPMorgan Chase JPM Stock Holding History

Ronald Blue & Co’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 		$1.52M Sell
16,680
-4,187
-20% -$361K 0.05% 54
2017
Q1 		$1.83M Buy
20,867
+393
+2% +$34.7K 0.06% 55
2016
Q4 		$1.77M Buy
20,474
+8,237
+67% +$628K 0.07% 52
2016
Q3 		$815K Sell
12,237
-526
-4% -$34.3K 0.03% 79
2016
Q2 		$792K Sell
12,763
-1,369
-10% -$85.5K 0.04% 81
2016
Q1 		$837K Buy
14,132
+351
+3% +$20.5K 0.05% 62
2015
Q4 		$910K Sell
13,781
-16,085
-54% -$1.05M 0.05% 60
2015
Q3 		$1.82M Sell
29,866
-6,047
-17% -$396K 0.1% 44
2015
Q2 		$2.43M Buy
35,913
+420
+1% +$27.4K 0.12% 29
2015
Q1 		$2.15M Buy
35,493
+1,641
+5% +$97.2K 0.1% 36
2014
Q4 		$2.12M Buy
33,852
+730
+2% +$43.9K 0.1% 42
2014
Q3 		$2M Sell
33,122
-293
-0.9% -$17.1K 0.13% 36
2014
Q2 		$1.93M Buy
33,415
+540
+2% +$30.4K 0.12% 38
2014
Q1 		$2M Buy
32,875
+168
+0.5% +$9.71K 0.15% 35
2013
Q4 		$1.91M Buy
32,707
+1,375
+4% +$75.3K 0.14% 42
2013
Q3 		$1.62M Buy
31,332
+22,081
+239% +$1.18M 0.13% 39
2013
Q2 		$488K Buy
+9,251
New +$470K 0.04% 64

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

Ronald Blue & Co's JPM Position: Q2 2017 in Review

Ronald Blue & Co reduced its JPMorgan Chase (JPM) stake by 20% in Q2 2017, selling an estimated $361K and leaving 16,680 shares worth $1.52M. The position accounts for 0.05% of the portfolio, ranked #54.

Ronald Blue & Co first reported a position in JPM in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.43M in Q2 2015. 2,199 funds tracked by Wall St. Rank hold JPM as of Q2 2017.

  • Ronald Blue & Co held 16,680 shares of JPMorgan Chase worth $1.52M as of Q2 2017.
  • Ronald Blue & Co sold 4,187 JPMorgan Chase shares in Q2 2017, an estimated $361K.
  • JPMorgan Chase made up 0.05% of Ronald Blue & Co's portfolio in Q2 2017, its #54 holding.
  • Ronald Blue & Co first reported a position in JPMorgan Chase in Q2 2013 and has held it in 17 quarters since.
  • Ronald Blue & Co's JPMorgan Chase position peaked at $2.43M in Q2 2015.
  • 2,199 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2017.

Based on Ronald Blue & Co's 13F filing for Q2 2017, filed 28 Jul 2017.