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Tradewinds Global Investors’s JPMorgan Chase JPM Stock Holding History

Tradewinds Global Investors’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
Q3 		– Sell
-4,037
Closed -$250K – 103
2016
Q2 		$250K Buy
4,037
+99
+3% +$6.18K 0.02% 135
2016
Q1 		$233K Sell
3,938
-58
-1% -$3.39K 0.01% 117
2015
Q4 		$263K Sell
3,996
-2
-0.1% -$130 0.02% 117
2015
Q3 		$244K Buy
+3,998
New +$262K 0.01% 114

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Tradewinds Global Investors's JPM Position: Q3 2016 in Review

Tradewinds Global Investors sold out of JPMorgan Chase (JPM) in Q3 2016, closing a stake of 4,037 shares — an estimated $250K sold.

Tradewinds Global Investors first reported a position in JPM in Q3 2015 and held it in 4 quarters. The position peaked at $263K in Q4 2015. 1,923 funds tracked by Wall St. Rank hold JPM as of Q3 2016.

  • Tradewinds Global Investors reported no remaining JPMorgan Chase position as of Q3 2016 after selling out during the quarter.
  • Tradewinds Global Investors sold 4,037 JPMorgan Chase shares in Q3 2016, an estimated $250K.
  • Tradewinds Global Investors first reported a position in JPMorgan Chase in Q3 2015 and held it in 4 quarters.
  • Tradewinds Global Investors's JPMorgan Chase position peaked at $263K in Q4 2015.
  • 1,923 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2016.

Based on Tradewinds Global Investors's 13F filing for Q3 2016, filed 14 Nov 2016.