Boston Private Bank & Trust’s JPMorgan Chase JPM Stock Holding History

Boston Private Bank & 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
2015 Q1	$31.5M	Buy	519,671 +930	+0.2%	+$55.1K	1.45%	8
2014 Q4	$32.5M	Buy	518,741 +3,588	+0.7%	+$216K	1.5%	7
2014 Q3	$31M	Buy	515,153 +7,531	+1%	+$440K	1.51%	7
2014 Q2	$29.2M	Buy	507,622 +88,310	+21%	+$4.96M	1.42%	9
2014 Q1	$25.5M	Buy	419,312 +1,473	+0.4%	+$85.1K	1.29%	12
2013 Q4	$24.4M	Buy	417,839 +13,309	+3%	+$729K	1.22%	12
2013 Q3	$20.9M	Buy	404,530 +10,798	+3%	+$579K	1.16%	17
2013 Q2	$20.8M	Buy	+393,732	New	+$20M	1.21%	15

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

Boston Private Bank & Trust's JPM Position: Q1 2015 in Review

Boston Private Bank & Trust increased its JPMorgan Chase (JPM) stake by 0.18% in Q1 2015, buying an estimated $55.1K and bringing the position to 519,671 shares worth $31.5M. The position accounts for 1.45% of the portfolio, ranked #8.

Boston Private Bank & Trust first reported a position in JPM in Q2 2013 and has held it in 8 quarters since. The position peaked at $32.5M in Q4 2014. 1,805 funds tracked by Wall St. Rank hold JPM as of Q1 2015.

Boston Private Bank & Trust held 519,671 shares of JPMorgan Chase worth $31.5M as of Q1 2015.
Boston Private Bank & Trust bought 930 JPMorgan Chase shares in Q1 2015, an estimated $55.1K.
JPMorgan Chase made up 1.45% of Boston Private Bank & Trust's portfolio in Q1 2015, its #8 holding.
Boston Private Bank & Trust first reported a position in JPMorgan Chase in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's JPMorgan Chase position peaked at $32.5M in Q4 2014.
1,805 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.