Bankers Trust’s JPMorgan Chase JPM Stock Holding History

Bankers Trust’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	$3.55M	Buy	61,635 +2,304	+4%	+$130K	2.13%	3
2014 Q1	$3.6M	Buy	59,331 +2,828	+5%	+$163K	2.31%	2
2013 Q4	$3.31M	Buy	56,503 +977	+2%	+$53.5K	2.06%	3
2013 Q3	$2.87M	Buy	55,526 +3,067	+6%	+$165K	2.02%	3
2013 Q2	$2.77M	Buy	+52,459	New	+$2.67M	2.07%	2

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 16.26% 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 $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Bankers Trust's JPM Position: Q2 2014 in Review

Bankers Trust increased its JPMorgan Chase (JPM) stake by 3.9% in Q2 2014, buying an estimated $130K and bringing the position to 61,635 shares worth $3.55M. The position accounts for 2.13% of the portfolio, ranked #3.

Bankers Trust first reported a position in JPM in Q2 2013 and has held it in 5 quarters since. The position peaked at $3.6M in Q1 2014. 1,694 funds tracked by Wall St. Rank hold JPM as of Q2 2014.

Bankers Trust held 61,635 shares of JPMorgan Chase worth $3.55M as of Q2 2014.
Bankers Trust bought 2,304 JPMorgan Chase shares in Q2 2014, an estimated $130K.
JPMorgan Chase made up 2.13% of Bankers Trust's portfolio in Q2 2014, its #3 holding.
Bankers Trust first reported a position in JPMorgan Chase in Q2 2013 and has held it in 5 quarters since.
Bankers Trust's JPMorgan Chase position peaked at $3.6M in Q1 2014.
1,694 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2014.

Based on Bankers Trust's 13F filing for Q2 2014, filed 15 Aug 2014.