AIC
JPM icon

Ambs Investment Counsel’s JPMorgan Chase JPM Stock Holding History

Ambs Investment Counsel’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
Q3 		$5.15M Sell
99,631
-39,535
-28% -$2.12M 3.08% 2
2013
Q2 		$7.35M Buy
+139,166
New +$7.08M 3.36% 4

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ambs Investment Counsel's JPM Position: Q3 2013 in Review

Ambs Investment Counsel reduced its JPMorgan Chase (JPM) stake by 28% in Q3 2013, selling an estimated $2.12M and leaving 99,631 shares worth $5.15M. The position accounts for 3.08% of the portfolio, ranked #2.

Ambs Investment Counsel first reported a position in JPM in Q2 2013 and has held it in 2 quarters since. The position peaked at $7.35M in Q2 2013. 1,595 funds tracked by Wall St. Rank hold JPM as of Q3 2013.

  • Ambs Investment Counsel held 99,631 shares of JPMorgan Chase worth $5.15M as of Q3 2013.
  • Ambs Investment Counsel sold 39,535 JPMorgan Chase shares in Q3 2013, an estimated $2.12M.
  • JPMorgan Chase made up 3.08% of Ambs Investment Counsel's portfolio in Q3 2013, its #2 holding.
  • Ambs Investment Counsel first reported a position in JPMorgan Chase in Q2 2013 and has held it in 2 quarters since.
  • Ambs Investment Counsel's JPMorgan Chase position peaked at $7.35M in Q2 2013.
  • 1,595 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2013.

Based on Ambs Investment Counsel's 13F filing for Q3 2013, filed 4 Nov 2013.