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Tetrem Capital Management’s JPMorgan Chase JPM Stock Holding History

Tetrem Capital 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
2017
Q3 		– Sell
-631,472
Closed -$57.7M – 26
2017
Q2 		$57.7M Sell
631,472
-7,721
-1% -$666K 2.52% 14
2017
Q1 		$56.1M Sell
639,193
-75,905
-11% -$6.7M 2.31% 17
2016
Q4 		$61.7M Sell
715,098
-37,999
-5% -$2.9M 2.47% 14
2016
Q3 		$50.1M Buy
753,097
+133,236
+21% +$8.69M 1.88% 23
2016
Q2 		$38.5M Sell
619,861
-196,525
-24% -$12.3M 1.49% 32
2016
Q1 		$48.3M Buy
816,386
+2,620
+0.3% +$153K 1.9% 19
2015
Q4 		$53.7M Sell
813,766
-16,857
-2% -$1.1M 2.14% 14
2015
Q3 		$50.6M Sell
830,623
-70,398
-8% -$4.61M 1.72% 18
2015
Q2 		$61.1M Sell
901,021
-8,769
-1% -$573K 1.87% 17
2015
Q1 		$55.1M Buy
909,790
+150,677
+20% +$8.92M 1.68% 23
2014
Q4 		$47.5M Sell
759,113
-53,913
-7% -$3.24M 1.34% 34
2014
Q3 		$49M Buy
813,026
+2,326
+0.3% +$136K 1.3% 37
2014
Q2 		$49.8M Buy
810,700
+75,982
+10% +$4.27M 1.23% 34
2014
Q1 		$44.6M Buy
734,718
+5,487
+0.8% +$317K 1.21% 32
2013
Q4 		$42.6M Buy
729,231
+17,316
+2% +$949K 1.16% 37
2013
Q3 		$36.8M Sell
711,915
-103,821
-13% -$5.57M 1.12% 37
2013
Q2 		$43.1M Buy
+815,736
New +$41.5M 1.44% 29

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Tetrem Capital Management's JPM Position: Q3 2017 in Review

Tetrem Capital Management sold out of JPMorgan Chase (JPM) in Q3 2017, closing a stake of 631,472 shares — an estimated $57.7M sold.

Tetrem Capital Management first reported a position in JPM in Q2 2013 and held it in 17 quarters. The position peaked at $61.7M in Q4 2016. 2,202 funds tracked by Wall St. Rank hold JPM as of Q3 2017.

  • Tetrem Capital Management reported no remaining JPMorgan Chase position as of Q3 2017 after selling out during the quarter.
  • Tetrem Capital Management sold 631,472 JPMorgan Chase shares in Q3 2017, an estimated $57.7M.
  • Tetrem Capital Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 17 quarters.
  • Tetrem Capital Management's JPMorgan Chase position peaked at $61.7M in Q4 2016.
  • 2,202 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2017.

Based on Tetrem Capital Management's 13F filing for Q3 2017.