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Saddle Road Partners’s JPMorgan Chase JPM Stock Holding History

Saddle Road 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
2016
Q4 		$797K Hold
9,231
– – 0.41% 59
2016
Q3 		$615K Sell
9,231
-1,700
-16% -$111K 0.35% 66
2016
Q2 		$679K Hold
10,931
– – 0.41% 55
2016
Q1 		$647K Hold
10,931
– – 0.41% 60
2015
Q4 		$722K Buy
+10,931
New +$712K 0.5% 47

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Saddle Road Partners's JPM Position: Q4 2016 in Review

Saddle Road Partners held its JPMorgan Chase (JPM) position steady in Q4 2016 at 9,231 shares worth $797K. The position accounts for 0.41% of the portfolio, ranked #59.

Saddle Road Partners first reported a position in JPM in Q4 2015 and has held it in 5 quarters since. 2,089 funds tracked by Wall St. Rank hold JPM as of Q4 2016.

  • Saddle Road Partners held 9,231 shares of JPMorgan Chase worth $797K as of Q4 2016.
  • Saddle Road Partners left its JPMorgan Chase share count unchanged in Q4 2016.
  • JPMorgan Chase made up 0.41% of Saddle Road Partners's portfolio in Q4 2016, its #59 holding.
  • Saddle Road Partners first reported a position in JPMorgan Chase in Q4 2015 and has held it in 5 quarters since.
  • 2,089 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2016.

Based on Saddle Road Partners's 13F filing for Q4 2016, filed 6 Jan 2017.