Stelliam Investment Management’s JPMorgan Chase JPM Stock Holding History

Stelliam Investment 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 Q4	–	Sell	-247,500	Closed	-$27.9M	–	31
2018 Q3	$27.9M	Sell	247,500 -62,500	-20%	-$7.09M	1.49%	22
2018 Q2	$32.3M	Sell	310,000 -42,500	-12%	-$4.66M	1.49%	26
2018 Q1	$38.8M	Sell	352,500 -35,000	-9%	-$3.96M	1.62%	26
2017 Q4	$41.4M	Sell	387,500 -27,500	-7%	-$2.78M	1.71%	28
2017 Q3	$39.6M	Sell	415,000 -25,000	-6%	-$2.31M	1.21%	33
2017 Q2	$40.2M	Sell	440,000 -10,000	-2%	-$863K	1.3%	32
2017 Q1	$39.5M	Sell	450,000 -85,000	-16%	-$7.5M	1.52%	33
2016 Q4	$46.2M	Sell	535,000 -190,000	-26%	-$14.5M	1.53%	28
2016 Q3	$48.3M	Sell	725,000 -110,000	-13%	-$7.17M	1.62%	27
2016 Q2	$51.9M	Sell	835,000 -245,000	-23%	-$15.3M	1.8%	24
2016 Q1	$64M	Buy	1,080,000 +255,000	+31%	+$14.9M	1.98%	21
2015 Q4	$54.5M	Sell	825,000 -127,500	-13%	-$8.3M	1.63%	28
2015 Q3	$58.1M	Sell	952,500 -17,500	-2%	-$1.15M	1.44%	31
2015 Q2	$65.7M	Sell	970,000 -545,000	-36%	-$35.6M	1.39%	33
2015 Q1	$91.8M	Buy	1,515,000 +260,000	+21%	+$15.4M	2.07%	12
2014 Q4	$78.5M	Sell	1,255,000 -162,500	-11%	-$9.78M	1.81%	17
2014 Q3	$85.4M	Sell	1,417,500 -70,000	-5%	-$4.09M	2.25%	14
2014 Q2	$85.7M	Buy	1,487,500 +230,000	+18%	+$12.9M	2.29%	12
2014 Q1	$76.3M	Buy	1,257,500 +130,000	+12%	+$7.51M	2.52%	9
2013 Q4	$65.9M	Buy	1,127,500 +32,500	+3%	+$1.78M	2.69%	10
2013 Q3	$56.6M	Sell	1,095,000 -2,500	-0.2%	-$134K	2.7%	10
2013 Q2	$57.9M	Buy	+1,097,500	New	+$55.8M	3.15%	8

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stelliam Investment Management's JPM Position: Q4 2018 in Review

Stelliam Investment Management sold out of JPMorgan Chase (JPM) in Q4 2018, closing a stake of 247,500 shares — an estimated $27.9M sold.

Stelliam Investment Management first reported a position in JPM in Q2 2013 and held it in 22 quarters. The position peaked at $91.8M in Q1 2015. 2,596 funds tracked by Wall St. Rank hold JPM as of Q4 2018.

Stelliam Investment Management reported no remaining JPMorgan Chase position as of Q4 2018 after selling out during the quarter.
Stelliam Investment Management sold 247,500 JPMorgan Chase shares in Q4 2018, an estimated $27.9M.
Stelliam Investment Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 22 quarters.
Stelliam Investment Management's JPMorgan Chase position peaked at $91.8M in Q1 2015.
2,596 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.

Based on Stelliam Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.