Train Babcock Advisors’s JPMorgan Chase JPM Stock Holding History

Train Babcock Advisors’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 Q4	–	Sell	-3,115	Closed	-$297K	–	106
2017 Q3	$297K	Sell	3,115 -100	-3%	-$9.22K	0.17%	67
2017 Q2	$294K	Hold	3,215	–	–	0.13%	89
2017 Q1	$282K	Sell	3,215 -312	-9%	-$27.5K	0.13%	92
2016 Q4	$304K	Buy	+3,527	New	+$269K	0.13%	100
2016 Q1	–	Sell	-3,250	Closed	-$215K	–	115
2015 Q4	$215K	Buy	+3,250	New	+$212K	0.08%	113
2015 Q3	–	Sell	-3,250	Closed	-$220K	–	129
2015 Q2	$220K	Buy	+3,250	New	+$212K	0.07%	124
2015 Q1	–	Sell	-3,700	Closed	-$231K	–	136
2014 Q4	$231K	Hold	3,700	–	–	0.07%	118
2014 Q3	$223K	Hold	3,700	–	–	0.08%	115
2014 Q2	$213K	Hold	3,700	–	–	0.07%	118
2014 Q1	$225K	Hold	3,700	–	–	0.07%	115
2013 Q4	$216K	Buy	+3,700	New	+$203K	0.07%	117

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Train Babcock Advisors's JPM Position: Q4 2017 in Review

Train Babcock Advisors sold out of JPMorgan Chase (JPM) in Q4 2017, closing a stake of 3,115 shares — an estimated $297K sold.

Train Babcock Advisors first reported a position in JPM in Q4 2013 and held it in 11 quarters. The position peaked at $304K in Q4 2016. 2,426 funds tracked by Wall St. Rank hold JPM as of Q4 2017.

Train Babcock Advisors reported no remaining JPMorgan Chase position as of Q4 2017 after selling out during the quarter.
Train Babcock Advisors sold 3,115 JPMorgan Chase shares in Q4 2017, an estimated $297K.
Train Babcock Advisors first reported a position in JPMorgan Chase in Q4 2013 and held it in 11 quarters.
Train Babcock Advisors's JPMorgan Chase position peaked at $304K in Q4 2016.
2,426 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2017.

Based on Train Babcock Advisors's 13F filing for Q4 2017, filed 10 Jan 2018.