3CP
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3G Capital Partners’s JPMorgan Chase JPM Stock Holding History

3G Capital 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
2014
Q3 		– Sell
-515,213
Closed -$29.7M – 62
2014
Q2 		$29.7M Sell
515,213
-1,783
-0.3% -$100K 3.05% 17
2014
Q1 		$31.4M Buy
516,996
+187,416
+57% +$10.8M 3.41% 12
2013
Q4 		$19.3M Buy
+329,580
New +$18.1M 1.91% 18

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

3G Capital Partners's JPM Position: Q3 2014 in Review

3G Capital Partners sold out of JPMorgan Chase (JPM) in Q3 2014, closing a stake of 515,213 shares — an estimated $29.7M sold.

3G Capital Partners first reported a position in JPM in Q4 2013 and held it in 3 quarters. The position peaked at $31.4M in Q1 2014. 1,695 funds tracked by Wall St. Rank hold JPM as of Q3 2014.

  • 3G Capital Partners reported no remaining JPMorgan Chase position as of Q3 2014 after selling out during the quarter.
  • 3G Capital Partners sold 515,213 JPMorgan Chase shares in Q3 2014, an estimated $29.7M.
  • 3G Capital Partners first reported a position in JPMorgan Chase in Q4 2013 and held it in 3 quarters.
  • 3G Capital Partners's JPMorgan Chase position peaked at $31.4M in Q1 2014.
  • 1,695 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2014.

Based on 3G Capital Partners's 13F filing for Q3 2014, filed 13 Nov 2014.