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Turner Investments’s JPMorgan Chase JPM Stock Holding History

Turner Investments’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
2018
Q1 		– Sell
-525
Closed -$56K – 10
2017
Q4 		$56K Hold
525
– – 4.38% 6
2017
Q3 		$50K Buy
525
+115
+28% +$10.6K 0.23% 78
2017
Q2 		$37K Buy
+410
New +$35.4K 0.02% 235

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
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

Turner Investments's JPM Position: Q1 2018 in Review

Turner Investments sold out of JPMorgan Chase (JPM) in Q1 2018, closing a stake of 525 shares — an estimated $56K sold.

Turner Investments first reported a position in JPM in Q2 2017 and held it in 3 quarters. The position peaked at $56K in Q4 2017. 2,446 funds tracked by Wall St. Rank hold JPM as of Q1 2018.

  • Turner Investments reported no remaining JPMorgan Chase position as of Q1 2018 after selling out during the quarter.
  • Turner Investments sold 525 JPMorgan Chase shares in Q1 2018, an estimated $56K.
  • Turner Investments first reported a position in JPMorgan Chase in Q2 2017 and held it in 3 quarters.
  • Turner Investments's JPMorgan Chase position peaked at $56K in Q4 2017.
  • 2,446 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2018.

Based on Turner Investments's 13F filing for Q1 2018, filed 10 May 2018.