Salient Private Client’s JPMorgan Chase JPM Stock Holding History

Salient Private Client’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
2018 Q3	$4.77M	Sell	42,257 -689	-2%	-$78.2K	0.93%	34
2018 Q2	$4.47M	Sell	42,946 -1,430	-3%	-$157K	0.75%	47
2018 Q1	$4.88M	Buy	+44,376	New	+$5.02M	0.86%	43

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

Salient Private Client's JPM Position: Q3 2018 in Review

Salient Private Client reduced its JPMorgan Chase (JPM) stake by 1.6% in Q3 2018, selling an estimated $78.2K and leaving 42,257 shares worth $4.77M. The position accounts for 0.93% of the portfolio, ranked #34.

Salient Private Client first reported a position in JPM in Q1 2018 and has held it in 3 quarters since. The position peaked at $4.88M in Q1 2018. 2,449 funds tracked by Wall St. Rank hold JPM as of Q3 2018.

Salient Private Client held 42,257 shares of JPMorgan Chase worth $4.77M as of Q3 2018.
Salient Private Client sold 689 JPMorgan Chase shares in Q3 2018, an estimated $78.2K.
JPMorgan Chase made up 0.93% of Salient Private Client's portfolio in Q3 2018, its #34 holding.
Salient Private Client first reported a position in JPMorgan Chase in Q1 2018 and has held it in 3 quarters since.
Salient Private Client's JPMorgan Chase position peaked at $4.88M in Q1 2018.
2,449 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2018.

Based on Salient Private Client's 13F filing for Q3 2018, filed 14 Nov 2018.