Atherton Lane Advisers’s JPMorgan Chase JPM Stock Holding History

Atherton Lane Advisers’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 Q4	$32M	Buy	484,166 +41,950	+9%	+$2.73M	1.86%	15
2015 Q3	$27M	Buy	442,216 +6,176	+1%	+$405K	1.68%	20
2015 Q2	$29.5M	Buy	436,040 +3,885	+0.9%	+$254K	1.64%	18
2015 Q1	$26.2M	Buy	432,155 +720	+0.2%	+$42.6K	1.41%	25
2014 Q4	$27M	Sell	431,435 -23,429	-5%	-$1.41M	1.48%	22
2014 Q3	$27.4M	Sell	454,864 -11,451	-2%	-$669K	1.56%	16
2014 Q2	$26.9M	Sell	466,315 -25,473	-5%	-$1.43M	1.49%	20
2014 Q1	$29.9M	Buy	491,788 +3,367	+0.7%	+$195K	1.85%	8
2013 Q4	$28.6M	Buy	488,421 +2,010	+0.4%	+$110K	1.8%	11
2013 Q3	$25.1M	Sell	486,411 -18,240	-4%	-$978K	1.72%	13
2013 Q2	$26.6M	Buy	+504,651	New	+$25.7M	1.95%	10

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Atherton Lane Advisers's JPM Position: Q4 2015 in Review

Atherton Lane Advisers increased its JPMorgan Chase (JPM) stake by 9.5% in Q4 2015, buying an estimated $2.73M and bringing the position to 484,166 shares worth $32M. The position accounts for 1.86% of the portfolio, ranked #15.

Atherton Lane Advisers first reported a position in JPM in Q2 2013 and has held it in 11 quarters since. 1,943 funds tracked by Wall St. Rank hold JPM as of Q4 2015.

Atherton Lane Advisers held 484,166 shares of JPMorgan Chase worth $32M as of Q4 2015.
Atherton Lane Advisers bought 41,950 JPMorgan Chase shares in Q4 2015, an estimated $2.73M.
JPMorgan Chase made up 1.86% of Atherton Lane Advisers's portfolio in Q4 2015, its #15 holding.
Atherton Lane Advisers first reported a position in JPMorgan Chase in Q2 2013 and has held it in 11 quarters since.
1,943 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.