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Achievement Holdings’s JPMorgan Chase JPM Stock Holding History

Achievement Holdings’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
2015
Q2 		– Sell
-69,100
Closed -$4.19K – 258
2015
Q1 		$4.19K Sell
69,100
-950,900
-93% -$56.3M 0.15% 104
2014
Q4 		$63.8M Buy
+1,020,000
New +$61.4M 1.86% 9

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Achievement Holdings's JPM Position: Q2 2015 in Review

Achievement Holdings sold out of JPMorgan Chase (JPM) in Q2 2015, closing a stake of 69,100 shares — an estimated $4.19K sold.

Achievement Holdings first reported a position in JPM in Q4 2014 and held it in 2 quarters. The position peaked at $63.8M in Q4 2014. 1,848 funds tracked by Wall St. Rank hold JPM as of Q2 2015.

  • Achievement Holdings reported no remaining JPMorgan Chase position as of Q2 2015 after selling out during the quarter.
  • Achievement Holdings sold 69,100 JPMorgan Chase shares in Q2 2015, an estimated $4.19K.
  • Achievement Holdings first reported a position in JPMorgan Chase in Q4 2014 and held it in 2 quarters.
  • Achievement Holdings's JPMorgan Chase position peaked at $63.8M in Q4 2014.
  • 1,848 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2015.

Based on Achievement Holdings's 13F filing for Q2 2015, filed 14 Aug 2015.