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Salient Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Salient Capital Advisors’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 		– Sell
-3,326
Closed -$304K – 128
2017
Q2 		$304K Buy
3,326
+300
+10% +$25.9K 0.01% 177
2017
Q1 		$266K Sell
3,026
-55
-2% -$4.85K ﹤0.01% 235
2016
Q4 		$266K Sell
3,081
-1,012
-25% -$77.2K 0.01% 221
2016
Q3 		$273K Buy
+4,093
New +$267K 0.01% 210
2016
Q2 		– Sell
-3,417
Closed -$202K – 258
2016
Q1 		$202K Sell
3,417
-342
-9% -$20K 0.01% 239
2015
Q4 		$248K Sell
3,759
-1,541
-29% -$100K 0.01% 228
2015
Q3 		$323K Sell
5,300
-1,488
-22% -$97.5K 0.01% 192
2015
Q2 		$460K Sell
6,788
-5,065
-43% -$331K 0.01% 186
2015
Q1 		$742K Buy
11,853
+1,171
+11% +$69.3K 0.01% 150
2014
Q4 		$1.31M Buy
10,682
+2,140
+25% +$129K 0.03% 136
2014
Q3 		$515K Sell
8,542
-21,152
-71% -$1.24M 0.01% 180
2014
Q2 		$1.71M Buy
29,694
+5,877
+25% +$330K 0.04% 112
2014
Q1 		$1.45M Buy
23,817
+11,102
+87% +$642K 0.04% 117
2013
Q4 		$744K Buy
+12,715
New +$697K 0.02% 136

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Salient Capital Advisors's JPM Position: Q3 2017 in Review

Salient Capital Advisors sold out of JPMorgan Chase (JPM) in Q3 2017, closing a stake of 3,326 shares — an estimated $304K sold.

Salient Capital Advisors first reported a position in JPM in Q4 2013 and held it in 14 quarters. The position peaked at $1.71M in Q2 2014. 2,202 funds tracked by Wall St. Rank hold JPM as of Q3 2017.

  • Salient Capital Advisors reported no remaining JPMorgan Chase position as of Q3 2017 after selling out during the quarter.
  • Salient Capital Advisors sold 3,326 JPMorgan Chase shares in Q3 2017, an estimated $304K.
  • Salient Capital Advisors first reported a position in JPMorgan Chase in Q4 2013 and held it in 14 quarters.
  • Salient Capital Advisors's JPMorgan Chase position peaked at $1.71M in Q2 2014.
  • 2,202 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2017.

Based on Salient Capital Advisors's 13F filing for Q3 2017, filed 6 Nov 2017.