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Acuity Investment Management’s JPMorgan Chase JPM Stock Holding History

Acuity Investment Management’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
Q1 		$412K Hold
6,800
– – 0.58% 60
2014
Q4 		$425K Buy
6,800
+5,700
+518% +$343K 0.34% 71
2014
Q3 		$66K Sell
1,100
-600
-35% -$35.1K 0.05% 134
2014
Q2 		$98K Sell
1,700
-12,100
-88% -$680K 0.07% 129
2014
Q1 		$838K Sell
13,800
-3,300
-19% -$191K 0.46% 50
2013
Q4 		$1M Sell
17,100
-82,200
-83% -$4.5M 0.4% 61
2013
Q3 		$5.12M Sell
99,300
-31,800
-24% -$1.71M 0.7% 33
2013
Q2 		$6.92M Buy
+131,100
New +$6.67M 0.89% 28

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Acuity Investment Management's JPM Position: Q1 2015 in Review

Acuity Investment Management held its JPMorgan Chase (JPM) position steady in Q1 2015 at 6,800 shares worth $412K. The position accounts for 0.58% of the portfolio, ranked #60.

Acuity Investment Management first reported a position in JPM in Q2 2013 and has held it in 8 quarters since. The position peaked at $6.92M in Q2 2013. 1,805 funds tracked by Wall St. Rank hold JPM as of Q1 2015.

  • Acuity Investment Management held 6,800 shares of JPMorgan Chase worth $412K as of Q1 2015.
  • Acuity Investment Management left its JPMorgan Chase share count unchanged in Q1 2015.
  • JPMorgan Chase made up 0.58% of Acuity Investment Management's portfolio in Q1 2015, its #60 holding.
  • Acuity Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 8 quarters since.
  • Acuity Investment Management's JPMorgan Chase position peaked at $6.92M in Q2 2013.
  • 1,805 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2015.

Based on Acuity Investment Management's 13F filing for Q1 2015, filed 11 May 2015.