Bennett Lawrence Management’s JPMorgan Chase JPM Stock Holding History

Bennett Lawrence 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
2015 Q4	$4.07M	Sell	61,629 -28,825	-32%	-$1.88M	1.32%	26
2015 Q3	$5.51M	Sell	90,454 -4,786	-5%	-$313K	1.76%	24
2015 Q2	$6.45M	Buy	+95,240	New	+$6.22M	1.69%	23

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

Bennett Lawrence Management's JPM Position: Q4 2015 in Review

Bennett Lawrence Management reduced its JPMorgan Chase (JPM) stake by 32% in Q4 2015, selling an estimated $1.88M and leaving 61,629 shares worth $4.07M. The position accounts for 1.32% of the portfolio, ranked #26.

Bennett Lawrence Management first reported a position in JPM in Q2 2015 and has held it in 3 quarters since. The position peaked at $6.45M in Q2 2015. 1,944 funds tracked by Wall St. Rank hold JPM as of Q4 2015.

Bennett Lawrence Management held 61,629 shares of JPMorgan Chase worth $4.07M as of Q4 2015.
Bennett Lawrence Management sold 28,825 JPMorgan Chase shares in Q4 2015, an estimated $1.88M.
JPMorgan Chase made up 1.32% of Bennett Lawrence Management's portfolio in Q4 2015, its #26 holding.
Bennett Lawrence Management first reported a position in JPMorgan Chase in Q2 2015 and has held it in 3 quarters since.
Bennett Lawrence Management's JPMorgan Chase position peaked at $6.45M in Q2 2015.
1,944 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2015.

Based on Bennett Lawrence Management's 13F filing for Q4 2015, filed 16 Feb 2016.