Bolton LP’s JPMorgan Chase JPM Stock Holding History

Bolton LP’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 Q4	–	Sell	-100	Closed	-$20K	–	299
2013 Q3	$20K	Buy	+100	New	+$5.36K	0.01%	224

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bolton LP's JPM Position: Q4 2013 in Review

Bolton LP sold out of JPMorgan Chase (JPM) in Q4 2013, closing a stake of 6,792 shares — an estimated $351K sold.

Bolton LP first reported a position in JPM in Q3 2013 and held it in 1 quarter. The position peaked at $351K in Q3 2013. 1,730 funds tracked by Wall St. Rank hold JPM as of Q4 2013.

Bolton LP reported no remaining JPMorgan Chase position as of Q4 2013 after selling out during the quarter.
Bolton LP sold 6,792 JPMorgan Chase shares in Q4 2013, an estimated $351K.
Bolton LP first reported a position in JPMorgan Chase in Q3 2013 and held it in 1 quarter.
Bolton LP's JPMorgan Chase position peaked at $351K in Q3 2013.
1,730 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2013.

Based on Bolton LP's 13F filing for Q4 2013, filed 13 Feb 2014.