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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 		$11.5M Buy
120,300
+76,700
+176% +$7.07M 0.2% 82
2017
Q2 		$3.98M Buy
43,600
+23,900
+121% +$2.06M 0.08% 307
2017
Q1 		$1.73M Sell
19,700
-85,200
-81% -$7.52M 0.06% 426
2016
Q4 		$9.05M Sell
104,900
-47,200
-31% -$3.6M 0.21% 86
2016
Q3 		$10.1M Buy
152,100
+41,400
+37% +$2.7M 0.21% 80
2016
Q2 		$6.88M Buy
110,700
+99,700
+906% +$6.23M 0.12% 205
2016
Q1 		$651K Sell
11,000
-77,300
-88% -$4.51M 0.01% 1381
2015
Q4 		$5.83M Sell
88,300
-149,800
-63% -$9.75M 0.06% 429
2015
Q3 		$14.5M Sell
238,100
-120,600
-34% -$7.9M 0.14% 143
2015
Q2 		$24.3M Buy
358,700
+222,900
+164% +$14.6M 0.22% 60
2015
Q1 		$8.23M Sell
135,800
-25,400
-16% -$1.5M 0.08% 306
2014
Q4 		$10.1M Sell
161,200
-169,800
-51% -$10.2M 0.06% 407
2014
Q3 		$19.9M Buy
331,000
+75,700
+30% +$4.43M 0.1% 235
2014
Q2 		$14.7M Buy
255,300
+51,200
+25% +$2.88M 0.07% 359
2014
Q1 		$12.4M Buy
204,100
+129,700
+174% +$7.5M 0.07% 346
2013
Q4 		$4.35M Sell
74,400
-209,900
-74% -$11.5M 0.02% 980
2013
Q3 		$14.7M Buy
284,300
+25,200
+10% +$1.35M 0.09% 221
2013
Q2 		$13.7M Buy
+259,100
New +$13.2M 0.08% 237

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.