Stewart West Indies Trading Company’s JPMorgan Chase JPM Stock Holding History

Stewart West Indies Trading Company’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	$113M	Hold	1,028,000	–	–	9.79%	2
2017 Q4	$110M	Hold	1,028,000	–	–	9.28%	2
2017 Q3	$98.2M	Hold	1,028,000	–	–	8.58%	2
2017 Q2	$94M	Hold	1,028,000	–	–	8.21%	2
2017 Q1	$90.3M	Hold	1,028,000	–	–	7.8%	2
2016 Q4	$88.7M	Hold	1,028,000	–	–	7.89%	2
2016 Q3	$68.5M	Hold	1,028,000	–	–	6.55%	4
2016 Q2	$63.9M	Hold	1,028,000	–	–	6.17%	5
2016 Q1	$60.9M	Hold	1,028,000	–	–	6.06%	4
2015 Q4	$67.9M	Hold	1,028,000	–	–	7.01%	2
2015 Q3	$62.7M	Hold	1,028,000	–	–	6.59%	5
2015 Q2	$69.7M	Hold	1,028,000	–	–	7.06%	3
2015 Q1	$62.3M	Hold	1,028,000	–	–	6.04%	5
2014 Q4	$64.3M	Hold	1,028,000	–	–	6.13%	5
2014 Q3	$61.9M	Hold	1,028,000	–	–	6.2%	5
2014 Q2	$59.2M	Hold	1,028,000	–	–	6.12%	5
2014 Q1	$62.4M	Hold	1,028,000	–	–	6.65%	3
2013 Q4	$60.1M	Hold	1,028,000	–	–	6.49%	3
2013 Q3	$53.1M	Hold	1,028,000	–	–	6.08%	4
2013 Q2	$54.3M	Buy	+1,028,000	New	+$52.3M	6.31%	4

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

Stewart West Indies Trading Company's JPM Position: Q1 2018 in Review

Stewart West Indies Trading Company held its JPMorgan Chase (JPM) position steady in Q1 2018 at 1,028,000 shares worth $113M. The position accounts for 9.79% of the portfolio, ranked #2.

Stewart West Indies Trading Company first reported a position in JPM in Q2 2013 and has held it in 20 quarters since. 2,447 funds tracked by Wall St. Rank hold JPM as of Q1 2018.

Stewart West Indies Trading Company held 1,028,000 shares of JPMorgan Chase worth $113M as of Q1 2018.
Stewart West Indies Trading Company left its JPMorgan Chase share count unchanged in Q1 2018.
JPMorgan Chase made up 9.79% of Stewart West Indies Trading Company's portfolio in Q1 2018, its #2 holding.
Stewart West Indies Trading Company first reported a position in JPMorgan Chase in Q2 2013 and has held it in 20 quarters since.
2,447 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2018.

Based on Stewart West Indies Trading Company's 13F filing for Q1 2018, filed 15 May 2018.