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Yellowstone Partners’s JPMorgan Chase JPM Stock Holding History

Yellowstone Partners’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 		$6.58M Sell
61,546
-19,585
-24% -$1.98M 3.72% 3
2017
Q3 		$7.75M Buy
+81,131
New +$7.48M 4.06% 2
2016
Q3 		$12.4M Sell
186,058
-6,782
-4% -$442K 4.56% 1
2016
Q2 		$12M Sell
192,840
-3,096
-2% -$193K 5.15% 1
2016
Q1 		$11.6M Buy
195,936
+5,644
+3% +$330K 4.99% 1
2015
Q4 		$12.6M Buy
190,292
+3,139
+2% +$204K 5.66% 1
2015
Q3 		$11.4M Buy
187,153
+17,014
+10% +$1.11M 5.4% 2
2015
Q2 		$11.5M Buy
170,139
+74,225
+77% +$4.85M 5.22% 2
2015
Q1 		$5.81M Buy
95,914
+6,753
+8% +$400K 2.93% 7
2014
Q4 		$5.58M Buy
89,161
+16,990
+24% +$1.02M 3.01% 5
2014
Q3 		$4.35M Buy
72,171
+67,374
+1,405% +$3.94M 2.46% 11
2014
Q2 		$276K Buy
+4,797
New +$270K 0.16% 126

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

Yellowstone Partners's JPM Position: Q4 2017 in Review

Yellowstone Partners reduced its JPMorgan Chase (JPM) stake by 24% in Q4 2017, selling an estimated $1.98M and leaving 61,546 shares worth $6.58M. The position accounts for 3.72% of the portfolio, ranked #3.

Yellowstone Partners first reported a position in JPM in Q2 2014 and has held it in 12 quarters since. The position peaked at $12.6M in Q4 2015. 2,425 funds tracked by Wall St. Rank hold JPM as of Q4 2017.

  • Yellowstone Partners held 61,546 shares of JPMorgan Chase worth $6.58M as of Q4 2017.
  • Yellowstone Partners sold 19,585 JPMorgan Chase shares in Q4 2017, an estimated $1.98M.
  • JPMorgan Chase made up 3.72% of Yellowstone Partners's portfolio in Q4 2017, its #3 holding.
  • Yellowstone Partners first reported a position in JPMorgan Chase in Q2 2014 and has held it in 12 quarters since.
  • Yellowstone Partners's JPMorgan Chase position peaked at $12.6M in Q4 2015.
  • 2,425 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2017.

Based on Yellowstone Partners's 13F filing for Q4 2017, filed 24 Jan 2018.