VNBTrust National Association’s JPMorgan Chase JPM Stock Holding History

VNBTrust National Association’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 Q2	$298K	Sell	2,859 -200	-7%	-$21.9K	0.11%	80
2018 Q1	$336K	Sell	3,059 -1,710	-36%	-$194K	0.19%	70
2017 Q4	$510K	Sell	4,769 -17	-0.4%	-$1.72K	0.3%	48
2017 Q3	$457K	Sell	4,786 -275	-5%	-$25.4K	0.18%	53
2017 Q2	$462K	Sell	5,061 -849	-14%	-$73.3K	0.19%	55
2017 Q1	$519K	Sell	5,910 -1,005	-15%	-$88.7K	0.2%	49
2016 Q4	$596K	Sell	6,915 -265	-4%	-$20.2K	0.33%	54
2016 Q3	$478K	Sell	7,180 -55	-0.8%	-$3.59K	0.27%	56
2016 Q2	$449K	Sell	7,235 -15	-0.2%	-$937	0.26%	66
2016 Q1	$429K	Hold	7,250	–	–	0.25%	65
2015 Q4	$479K	Sell	7,250 -30	-0.4%	-$1.95K	0.26%	65
2015 Q3	$444K	Sell	7,280 -245	-3%	-$16K	0.25%	72
2015 Q2	$510K	Sell	7,525 -695	-8%	-$45.4K	0.25%	75
2015 Q1	$498K	Buy	8,220 +70	+0.9%	+$4.14K	0.24%	77
2014 Q4	$510K	Sell	8,150 -100	-1%	-$6.02K	0.23%	83
2014 Q3	$497K	Sell	8,250 -45	-0.5%	-$2.63K	0.26%	66
2014 Q2	$478K	Sell	8,295 -465	-5%	-$26.1K	0.24%	68
2014 Q1	$532K	Buy	8,760 +190	+2%	+$11K	0.26%	61
2013 Q4	$502K	Buy	8,570 +1,173	+16%	+$64.3K	0.24%	71
2013 Q3	$383K	Sell	7,397 -1,564	-17%	-$83.9K	0.14%	92
2013 Q2	$473K	Buy	+8,961	New	+$456K	0.15%	85

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $298B AUM 21.96% 1-Year Est. Return

VNBTrust National Association's JPM Position: Q2 2018 in Review

VNBTrust National Association reduced its JPMorgan Chase (JPM) stake by 6.5% in Q2 2018, selling an estimated $21.9K and leaving 2,859 shares worth $298K. The position accounts for 0.11% of the portfolio, ranked #80.

VNBTrust National Association first reported a position in JPM in Q2 2013 and has held it in 21 quarters since. The position peaked at $596K in Q4 2016. 2,436 funds tracked by Wall St. Rank hold JPM as of Q2 2018.

VNBTrust National Association held 2,859 shares of JPMorgan Chase worth $298K as of Q2 2018.
VNBTrust National Association sold 200 JPMorgan Chase shares in Q2 2018, an estimated $21.9K.
JPMorgan Chase made up 0.11% of VNBTrust National Association's portfolio in Q2 2018, its #80 holding.
VNBTrust National Association first reported a position in JPMorgan Chase in Q2 2013 and has held it in 21 quarters since.
VNBTrust National Association's JPMorgan Chase position peaked at $596K in Q4 2016.
2,436 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2018.

Based on VNBTrust National Association's 13F filing for Q2 2018, filed 9 Jul 2018.