Sunnymeath Asset Management’s JPMorgan Chase JPM Stock Holding History

Sunnymeath 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
2016 Q4	$487K	Buy	5,650 +3,000	+113%	+$229K	0.68%	57
2016 Q3	$195K	Sell	2,650 -3,000	-53%	-$196K	0.43%	67
2016 Q2	$341K	Hold	5,650	–	–	0.5%	64
2016 Q1	$337K	Sell	5,650 -17,470	-76%	-$1.02M	0.51%	59
2015 Q4	$1.52M	Buy	+23,120	New	+$1.51M	2.43%	9

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Sunnymeath Asset Management's JPM Position: Q4 2016 in Review

Sunnymeath Asset Management increased its JPMorgan Chase (JPM) stake by 113% in Q4 2016, buying an estimated $229K and bringing the position to 5,650 shares worth $487K. The position accounts for 0.68% of the portfolio, ranked #57.

Sunnymeath Asset Management first reported a position in JPM in Q4 2015 and has held it in 5 quarters since. The position peaked at $1.52M in Q4 2015. 2,089 funds tracked by Wall St. Rank hold JPM as of Q4 2016.

Sunnymeath Asset Management held 5,650 shares of JPMorgan Chase worth $487K as of Q4 2016.
Sunnymeath Asset Management bought 3,000 JPMorgan Chase shares in Q4 2016, an estimated $229K.
JPMorgan Chase made up 0.68% of Sunnymeath Asset Management's portfolio in Q4 2016, its #57 holding.
Sunnymeath Asset Management first reported a position in JPMorgan Chase in Q4 2015 and has held it in 5 quarters since.
Sunnymeath Asset Management's JPMorgan Chase position peaked at $1.52M in Q4 2015.
2,089 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2016.

Based on Sunnymeath Asset Management's 13F filing for Q4 2016, filed 13 Jan 2017.