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Summit Partners Public Asset Management’s JPMorgan Chase JPM Stock Holding History

Summit Partners Public Asset 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
Q2 		– Sell
-155,000
Closed -$17M – 89
2018
Q1 		$17M Buy
+155,000
New +$17.6M 2.41% 11

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Summit Partners Public Asset Management's JPM Position: Q2 2018 in Review

Summit Partners Public Asset Management sold out of JPMorgan Chase (JPM) in Q2 2018, closing a stake of 155,000 shares — an estimated $17M sold.

Summit Partners Public Asset Management first reported a position in JPM in Q1 2018 and held it in 1 quarter. The position peaked at $17M in Q1 2018. 2,437 funds tracked by Wall St. Rank hold JPM as of Q2 2018.

  • Summit Partners Public Asset Management reported no remaining JPMorgan Chase position as of Q2 2018 after selling out during the quarter.
  • Summit Partners Public Asset Management sold 155,000 JPMorgan Chase shares in Q2 2018, an estimated $17M.
  • Summit Partners Public Asset Management first reported a position in JPMorgan Chase in Q1 2018 and held it in 1 quarter.
  • Summit Partners Public Asset Management's JPMorgan Chase position peaked at $17M in Q1 2018.
  • 2,437 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2018.

Based on Summit Partners Public Asset Management's 13F filing for Q2 2018, filed 14 Aug 2018.