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Spot Trading’s JPMorgan Chase JPM Stock Holding History

Spot Trading’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
-41,920
Closed -$3.87M – 3238
2017
Q2 		$3.83M Buy
+41,920
New +$3.62M 0.08% 321
2016
Q2 		– Sell
-55,601
Closed -$3.47M – 3570
2016
Q1 		$3.29M Buy
55,601
+1,079
+2% +$63K 0.06% 444
2015
Q4 		$3.6M Buy
54,522
+54,354
+32,354% +$3.54M 0.04% 658
2015
Q3 		$10K Buy
+168
New +$11K ﹤0.01% 3603
2015
Q2 		– Sell
-73,015
Closed -$4.77M – 4051
2015
Q1 		$4.42M Sell
73,015
-88,008
-55% -$5.21M 0.04% 630
2014
Q4 		$10.1M Buy
161,023
+160,878
+110,950% +$9.68M 0.06% 409
2014
Q3 		$9K Sell
145
-24,204
-99% -$1.41M ﹤0.01% 4063
2014
Q2 		$1.4M Sell
24,349
-68,963
-74% -$3.88M 0.01% 1890
2014
Q1 		$5.67M Sell
93,312
-7,180
-7% -$415K 0.03% 765
2013
Q4 		$5.88M Buy
100,492
+49,322
+96% +$2.7M 0.03% 747
2013
Q3 		$2.65M Buy
51,170
+44,420
+658% +$2.38M 0.02% 1174
2013
Q2 		$356K Buy
+6,750
New +$343K ﹤0.01% 2659

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

Spot Trading's JPM Position: Q3 2017 in Review

Spot Trading sold out of JPMorgan Chase (JPM) in Q3 2017, closing a stake of 41,920 shares — an estimated $3.87M sold.

Spot Trading first reported a position in JPM in Q2 2013 and held it in 12 quarters. The position peaked at $10.1M in Q4 2014. 2,202 funds tracked by Wall St. Rank hold JPM as of Q3 2017.

  • Spot Trading reported no remaining JPMorgan Chase position as of Q3 2017 after selling out during the quarter.
  • Spot Trading sold 41,920 JPMorgan Chase shares in Q3 2017, an estimated $3.87M.
  • Spot Trading first reported a position in JPMorgan Chase in Q2 2013 and held it in 12 quarters.
  • Spot Trading's JPMorgan Chase position peaked at $10.1M in Q4 2014.
  • 2,202 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2017.

Based on Spot Trading's 13F filing for Q3 2017, filed 6 Nov 2017.