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C.V. Starr & Co Trust’s JPMorgan Chase JPM Stock Holding History

C.V. Starr & Co 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
Q1 		– Sell
-11,214
Closed -$656K – 30
2013
Q4 		$656K Sell
11,214
-128,200
-92% -$7.02M 0.26% 30
2013
Q3 		$7.21M Hold
139,414
– – 2.86% 17
2013
Q2 		$7.36M Buy
+139,414
New +$7.09M 2.93% 17

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

C.V. Starr & Co Trust's JPM Position: Q1 2014 in Review

C.V. Starr & Co Trust sold out of JPMorgan Chase (JPM) in Q1 2014, closing a stake of 11,214 shares — an estimated $656K sold.

C.V. Starr & Co Trust first reported a position in JPM in Q2 2013 and held it in 3 quarters. The position peaked at $7.36M in Q2 2013. 1,724 funds tracked by Wall St. Rank hold JPM as of Q1 2014.

  • C.V. Starr & Co Trust reported no remaining JPMorgan Chase position as of Q1 2014 after selling out during the quarter.
  • C.V. Starr & Co Trust sold 11,214 JPMorgan Chase shares in Q1 2014, an estimated $656K.
  • C.V. Starr & Co Trust first reported a position in JPMorgan Chase in Q2 2013 and held it in 3 quarters.
  • C.V. Starr & Co Trust's JPMorgan Chase position peaked at $7.36M in Q2 2013.
  • 1,724 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2014.

Based on C.V. Starr & Co Trust's 13F filing for Q1 2014, filed 14 May 2014.