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TIAA CREF Trust’s JPMorgan Chase JPM Stock Holding History

TIAA CREF Trust’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
Q1 		$42.2M Sell
480,923
-10,997
-2% -$970K 0.31% 39
2016
Q4 		$42.4M Sell
491,920
-4,227
-0.9% -$322K 0.33% 36
2016
Q3 		$33M Buy
496,147
+1,862
+0.4% +$121K 0.28% 41
2016
Q2 		$30.7M Sell
494,285
-15,027
-3% -$939K 0.28% 42
2016
Q1 		$30.2M Sell
509,312
-15,478
-3% -$904K 0.29% 42
2015
Q4 		$34.7M Buy
524,790
+17,496
+3% +$1.14M 0.35% 39
2015
Q3 		$30.9M Buy
507,294
+24,650
+5% +$1.61M 0.34% 38
2015
Q2 		$32.7M Buy
482,644
+7,715
+2% +$504K 0.36% 39
2015
Q1 		$28.8M Sell
474,929
-16,959
-3% -$1M 0.33% 40
2014
Q4 		$30.8M Buy
491,888
+17,310
+4% +$1.04M 0.38% 38
2014
Q3 		$28.6M Buy
474,578
+24,416
+5% +$1.43M 0.39% 38
2014
Q2 		$25.9M Buy
450,162
+13,500
+3% +$759K 0.37% 38
2014
Q1 		$26.5M Buy
436,662
+11,278
+3% +$652K 0.42% 32
2013
Q4 		$24.9M Buy
425,384
+17,049
+4% +$934K 0.41% 36
2013
Q3 		$21.1M Buy
408,335
+8,927
+2% +$479K 0.4% 37
2013
Q2 		$21.1M Buy
+399,408
New +$20.3M 0.44% 35

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

TIAA CREF Trust's JPM Position: Q1 2017 in Review

TIAA CREF Trust reduced its JPMorgan Chase (JPM) stake by 2.2% in Q1 2017, selling an estimated $970K and leaving 480,923 shares worth $42.2M. The position accounts for 0.31% of the portfolio, ranked #39.

TIAA CREF Trust first reported a position in JPM in Q2 2013 and has held it in 16 quarters since. The position peaked at $42.4M in Q4 2016. 2,149 funds tracked by Wall St. Rank hold JPM as of Q1 2017.

  • TIAA CREF Trust held 480,923 shares of JPMorgan Chase worth $42.2M as of Q1 2017.
  • TIAA CREF Trust sold 10,997 JPMorgan Chase shares in Q1 2017, an estimated $970K.
  • JPMorgan Chase made up 0.31% of TIAA CREF Trust's portfolio in Q1 2017, its #39 holding.
  • TIAA CREF Trust first reported a position in JPMorgan Chase in Q2 2013 and has held it in 16 quarters since.
  • TIAA CREF Trust's JPMorgan Chase position peaked at $42.4M in Q4 2016.
  • 2,149 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2017.

Based on TIAA CREF Trust's 13F filing for Q1 2017, filed 3 May 2017.