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Sandia Holdings’s JPMorgan Chase JPM Stock Holding History

Sandia Holdings’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
Q1 		– Sell
-78,623
Closed -$8.41M – 24
2017
Q4 		$8.41M Hold
78,623
– – 3.84% 13
2017
Q3 		$7.51M Hold
78,623
– – 3.22% 13
2017
Q2 		$7.19M Hold
78,623
– – 3.35% 12
2017
Q1 		$6.91M Hold
78,623
– – 3.48% 13
2016
Q4 		$6.78M Buy
+78,623
New +$6M 3.67% 13

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
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

Sandia Holdings's JPM Position: Q1 2018 in Review

Sandia Holdings sold out of JPMorgan Chase (JPM) in Q1 2018, closing a stake of 78,623 shares — an estimated $8.41M sold.

Sandia Holdings first reported a position in JPM in Q4 2016 and held it in 5 quarters. The position peaked at $8.41M in Q4 2017. 2,446 funds tracked by Wall St. Rank hold JPM as of Q1 2018.

  • Sandia Holdings reported no remaining JPMorgan Chase position as of Q1 2018 after selling out during the quarter.
  • Sandia Holdings sold 78,623 JPMorgan Chase shares in Q1 2018, an estimated $8.41M.
  • Sandia Holdings first reported a position in JPMorgan Chase in Q4 2016 and held it in 5 quarters.
  • Sandia Holdings's JPMorgan Chase position peaked at $8.41M in Q4 2017.
  • 2,446 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2018.

Based on Sandia Holdings's 13F filing for Q1 2018, filed 11 May 2018.