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BRC Investment Management’s JPMorgan Chase JPM Stock Holding History

BRC Investment 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
Q1 		– Sell
-100,053
Closed -$6.26M – 123
2014
Q4 		$6.26M Buy
100,053
+18,773
+23% +$1.13M 0.85% 36
2014
Q3 		$4.9M Buy
+81,280
New +$4.75M 0.74% 40
2013
Q4 		– Sell
-21,595
Closed -$1.12M – 150
2013
Q3 		$1.12M Sell
21,595
-303,587
-93% -$16.3M 0.17% 66
2013
Q2 		$17.2M Buy
+325,182
New +$16.5M 3.08% 2

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BRC Investment Management's JPM Position: Q1 2015 in Review

BRC Investment Management sold out of JPMorgan Chase (JPM) in Q1 2015, closing a stake of 100,053 shares — an estimated $6.26M sold.

BRC Investment Management first reported a position in JPM in Q2 2013 and held it in 4 quarters. The position peaked at $17.2M in Q2 2013. 1,804 funds tracked by Wall St. Rank hold JPM as of Q1 2015.

  • BRC Investment Management reported no remaining JPMorgan Chase position as of Q1 2015 after selling out during the quarter.
  • BRC Investment Management sold 100,053 JPMorgan Chase shares in Q1 2015, an estimated $6.26M.
  • BRC Investment Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 4 quarters.
  • BRC Investment Management's JPMorgan Chase position peaked at $17.2M in Q2 2013.
  • 1,804 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2015.

Based on BRC Investment Management's 13F filing for Q1 2015, filed 5 May 2015.