Allston Trading’s JPMorgan Chase JPM Stock Holding History

Allston Trading’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
2013 Q4	–	Sell	-14,313	Closed	-$740K	–	13
2013 Q3	$740K	Buy	+14,313	New	+$768K	2.71%	8

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

Allston Trading's JPM Position: Q4 2013 in Review

Allston Trading sold out of JPMorgan Chase (JPM) in Q4 2013, closing a stake of 14,313 shares — an estimated $740K sold.

Allston Trading first reported a position in JPM in Q3 2013 and held it in 1 quarter. The position peaked at $740K in Q3 2013. 1,730 funds tracked by Wall St. Rank hold JPM as of Q4 2013.

Allston Trading reported no remaining JPMorgan Chase position as of Q4 2013 after selling out during the quarter.
Allston Trading sold 14,313 JPMorgan Chase shares in Q4 2013, an estimated $740K.
Allston Trading first reported a position in JPMorgan Chase in Q3 2013 and held it in 1 quarter.
Allston Trading's JPMorgan Chase position peaked at $740K in Q3 2013.
1,730 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2013.

Based on Allston Trading's 13F filing for Q4 2013, filed 5 Feb 2014.