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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

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BIT
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Wellington Management Group
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T. Rowe Price Associates
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return