1919 Investment Counsel’s JPMorgan Chase JPM Stock Holding History

1919 Investment Counsel’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
2014 Q3	$61.2M	Buy	1,015,197 +62,795	+7%	+$3.67M	1.26%	12
2014 Q2	$54.9M	Sell	952,402 -23,287	-2%	-$1.31M	1.12%	22
2014 Q1	$59.2M	Sell	975,689 -426	-0%	-$24.6K	1.21%	16
2013 Q4	$57.1M	Sell	976,115 -16,573	-2%	-$908K	1.19%	21
2013 Q3	$51.3M	Sell	992,688 -4,175	-0.4%	-$224K	1.15%	25
2013 Q2	$52.6M	Buy	+996,863	New	+$50.7M	1.23%	18

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

1919 Investment Counsel's JPM Position: Q3 2014 in Review

1919 Investment Counsel increased its JPMorgan Chase (JPM) stake by 6.6% in Q3 2014, buying an estimated $3.67M and bringing the position to 1,015,197 shares worth $61.2M. The position accounts for 1.26% of the portfolio, ranked #12.

1919 Investment Counsel first reported a position in JPM in Q2 2013 and has held it in 6 quarters since. 1,696 funds tracked by Wall St. Rank hold JPM as of Q3 2014.

1919 Investment Counsel held 1,015,197 shares of JPMorgan Chase worth $61.2M as of Q3 2014.
1919 Investment Counsel bought 62,795 JPMorgan Chase shares in Q3 2014, an estimated $3.67M.
JPMorgan Chase made up 1.26% of 1919 Investment Counsel's portfolio in Q3 2014, its #12 holding.
1919 Investment Counsel first reported a position in JPMorgan Chase in Q2 2013 and has held it in 6 quarters since.
1,696 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.