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Stanford Investment Group’s JPMorgan Chase JPM Stock Holding History

Stanford Investment Group’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
Q1 		– Sell
-2,919
Closed -$252K – 156
2016
Q4 		$252K Buy
2,919
+2
+0.1% +$153 0.12% 45
2016
Q3 		$194K Buy
2,917
+321
+12% +$20.9K 0.09% 60
2016
Q2 		$161K Buy
2,596
+85
+3% +$5.31K 0.08% 66
2016
Q1 		$149K Hold
2,511
– – 0.08% 67
2015
Q4 		$166K Sell
2,511
-750
-23% -$48.8K 0.09% 61
2015
Q3 		$199K Hold
3,261
– – 0.15% 48
2015
Q2 		$221K Hold
3,261
– – 0.17% 47
2015
Q1 		$198K Sell
3,261
-70
-2% -$4.14K 0.16% 48
2014
Q4 		$208K Buy
+3,331
New +$200K 0.17% 46

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Stanford Investment Group's JPM Position: Q1 2017 in Review

Stanford Investment Group sold out of JPMorgan Chase (JPM) in Q1 2017, closing a stake of 2,919 shares — an estimated $252K sold.

Stanford Investment Group first reported a position in JPM in Q4 2014 and held it in 9 quarters. The position peaked at $252K in Q4 2016. 2,150 funds tracked by Wall St. Rank hold JPM as of Q1 2017.

  • Stanford Investment Group reported no remaining JPMorgan Chase position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 2,919 JPMorgan Chase shares in Q1 2017, an estimated $252K.
  • Stanford Investment Group first reported a position in JPMorgan Chase in Q4 2014 and held it in 9 quarters.
  • Stanford Investment Group's JPMorgan Chase position peaked at $252K in Q4 2016.
  • 2,150 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.