Solaris Asset Management’s JPMorgan Chase JPM Stock Holding History

Solaris Asset Management’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	-500	Closed	-$53K	–	116
2017 Q4	$53K	Sell	500 -425	-46%	-$43K	0.03%	163
2017 Q3	$88K	Hold	925	–	–	0.05%	135
2017 Q2	$85K	Buy	925 +133	+17%	+$11.5K	0.05%	141
2017 Q1	$70K	Buy	792 +57	+8%	+$5.03K	0.05%	145
2016 Q4	$63K	Hold	735	–	–	0.04%	154
2016 Q3	$49K	Buy	735 +435	+145%	+$28.4K	0.03%	173
2016 Q2	$19K	Hold	300	–	–	0.01%	173
2016 Q1	$18K	Hold	300	–	–	0.01%	167
2015 Q4	$20K	Hold	300	–	–	0.01%	157
2015 Q3	$18K	Hold	300	–	–	0.01%	156
2015 Q2	$20K	Hold	300	–	–	0.01%	204
2015 Q1	$18K	Hold	300	–	–	0.01%	201
2014 Q4	$19K	Hold	300	–	–	0.01%	195
2014 Q3	$18K	Hold	300	–	–	0.01%	189
2014 Q2	$17K	Hold	300	–	–	0.01%	189
2014 Q1	$18K	Hold	300	–	–	0.01%	176
2013 Q4	$18K	Hold	300	–	–	0.01%	209
2013 Q3	$16K	Hold	300	–	–	0.01%	209
2013 Q2	$16K	Buy	+300	New	+$15.3K	0.01%	216

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Solaris Asset Management's JPM Position: Q1 2018 in Review

Solaris Asset Management sold out of JPMorgan Chase (JPM) in Q1 2018, closing a stake of 500 shares — an estimated $53K sold.

Solaris Asset Management first reported a position in JPM in Q2 2013 and held it in 19 quarters. The position peaked at $88K in Q3 2017. 2,446 funds tracked by Wall St. Rank hold JPM as of Q1 2018.

Solaris Asset Management reported no remaining JPMorgan Chase position as of Q1 2018 after selling out during the quarter.
Solaris Asset Management sold 500 JPMorgan Chase shares in Q1 2018, an estimated $53K.
Solaris Asset Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 19 quarters.
Solaris Asset Management's JPMorgan Chase position peaked at $88K in Q3 2017.
2,446 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2018.

Based on Solaris Asset Management's 13F filing for Q1 2018, filed 16 Apr 2018.