Appaloosa Management’s JPMorgan Chase JPM Stock Holding History

Appaloosa 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
2014 Q2	–	Sell	-1,192,600	Closed	-$72.4M	–	53
2014 Q1	$72.4M	Hold	1,192,600	–	–	0.8%	27
2013 Q4	$69.7M	Buy	1,192,600 +76,000	+7%	+$4.16M	0.87%	29
2013 Q3	$57.7M	Buy	1,116,600 +225,500	+25%	+$12.1M	0.92%	33
2013 Q2	$47M	Buy	+891,100	New	+$45.3M	0.68%	39

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Appaloosa Management's JPM Position: Q2 2014 in Review

Appaloosa Management sold out of JPMorgan Chase (JPM) in Q2 2014, closing a stake of 1,192,600 shares — an estimated $72.4M sold.

Appaloosa Management first reported a position in JPM in Q2 2013 and held it in 4 quarters. The position peaked at $72.4M in Q1 2014. 1,693 funds tracked by Wall St. Rank hold JPM as of Q2 2014.

Appaloosa Management reported no remaining JPMorgan Chase position as of Q2 2014 after selling out during the quarter.
Appaloosa Management sold 1,192,600 JPMorgan Chase shares in Q2 2014, an estimated $72.4M.
Appaloosa Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 4 quarters.
Appaloosa Management's JPMorgan Chase position peaked at $72.4M in Q1 2014.
1,693 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2014.

Based on Appaloosa Management's 13F filing for Q2 2014, filed 14 Aug 2014.