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Welch Investments’s JPMorgan Chase JPM Stock Holding History

Welch 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
2017
Q4 		$122K Buy
1,139
+56
+5% +$5.67K 0.08% 47
2017
Q3 		$103K Buy
+1,083
New +$99.9K 0.07% 48

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

Welch Investments's JPM Position: Q4 2017 in Review

Welch Investments increased its JPMorgan Chase (JPM) stake by 5.2% in Q4 2017, buying an estimated $5.67K and bringing the position to 1,139 shares worth $122K. The position accounts for 0.08% of the portfolio, ranked #47.

Welch Investments first reported a position in JPM in Q3 2017 and has held it in 2 quarters since. 2,425 funds tracked by Wall St. Rank hold JPM as of Q4 2017.

  • Welch Investments held 1,139 shares of JPMorgan Chase worth $122K as of Q4 2017.
  • Welch Investments bought 56 JPMorgan Chase shares in Q4 2017, an estimated $5.67K.
  • JPMorgan Chase made up 0.08% of Welch Investments's portfolio in Q4 2017, its #47 holding.
  • Welch Investments first reported a position in JPMorgan Chase in Q3 2017 and has held it in 2 quarters since.
  • 2,425 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.