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Wealthfront’s JPMorgan Chase JPM Stock Holding History

Wealthfront’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
Q3 		$14.7M Buy
130,189
+4,691
+4% +$533K 0.14% 28
2018
Q2 		$13.1M Sell
125,498
-30,523
-20% -$3.35M 0.13% 28
2018
Q1 		$17.2M Buy
156,021
+16,807
+12% +$1.9M 0.17% 27
2017
Q4 		$14.9M Buy
139,214
+17,288
+14% +$1.75M 0.17% 27
2017
Q3 		$11.6M Buy
121,926
+19,357
+19% +$1.79M 0.15% 28
2017
Q2 		$9.38M Buy
102,569
+3,519
+4% +$304K 0.14% 28
2017
Q1 		$8.7M Buy
99,050
+12,854
+15% +$1.13M 0.15% 30
2016
Q4 		$7.44M Buy
86,196
+10,816
+14% +$825K 0.16% 29
2016
Q3 		$5.02M Buy
75,380
+15,902
+27% +$1.04M 0.12% 36
2016
Q2 		$3.7M Buy
59,478
+15,563
+35% +$972K 0.1% 42
2016
Q1 		$2.6M Sell
43,915
-11,939
-21% -$697K 0.08% 48
2015
Q4 		$3.69M Buy
55,854
+14,834
+36% +$966K 0.13% 31
2015
Q3 		$2.5M Buy
41,020
+3,537
+9% +$232K 0.1% 37
2015
Q2 		$2.54M Buy
37,483
+16,983
+83% +$1.11M 0.1% 27
2015
Q1 		$1.24M Sell
20,500
-1,102
-5% -$65.3K 0.06% 33
2014
Q4 		$1.35M Buy
21,602
+5,465
+34% +$329K 0.08% 30
2014
Q3 		$972K Buy
16,137
+8,020
+99% +$469K 0.07% 35
2014
Q2 		$464K Sell
8,117
-1,250
-13% -$70.3K 0.04% 45
2014
Q1 		$568K Buy
+9,367
New +$541K 0.07% 23

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

Wealthfront's JPM Position: Q3 2018 in Review

Wealthfront increased its JPMorgan Chase (JPM) stake by 3.7% in Q3 2018, buying an estimated $533K and bringing the position to 130,189 shares worth $14.7M. The position accounts for 0.14% of the portfolio, ranked #28.

Wealthfront first reported a position in JPM in Q1 2014 and has held it in 19 quarters since. The position peaked at $17.2M in Q1 2018. 2,450 funds tracked by Wall St. Rank hold JPM as of Q3 2018.

  • Wealthfront held 130,189 shares of JPMorgan Chase worth $14.7M as of Q3 2018.
  • Wealthfront bought 4,691 JPMorgan Chase shares in Q3 2018, an estimated $533K.
  • JPMorgan Chase made up 0.14% of Wealthfront's portfolio in Q3 2018, its #28 holding.
  • Wealthfront first reported a position in JPMorgan Chase in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's JPMorgan Chase position peaked at $17.2M in Q1 2018.
  • 2,450 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.