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Charles Stewart Mott Foundation’s JPMorgan Chase JPM Stock Holding History

Charles Stewart Mott Foundation’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 		– Sell
-15,510
Closed -$946K – 44
2015
Q3 		$946K Buy
+15,510
New +$1.02M 1.06% 10

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
Capital World Investors
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Stewart Mott Foundation's JPM Position: Q4 2015 in Review

Charles Stewart Mott Foundation sold out of JPMorgan Chase (JPM) in Q4 2015, closing a stake of 15,510 shares — an estimated $946K sold.

Charles Stewart Mott Foundation first reported a position in JPM in Q3 2015 and held it in 1 quarter. The position peaked at $946K in Q3 2015. 1,943 funds tracked by Wall St. Rank hold JPM as of Q4 2015.

  • Charles Stewart Mott Foundation reported no remaining JPMorgan Chase position as of Q4 2015 after selling out during the quarter.
  • Charles Stewart Mott Foundation sold 15,510 JPMorgan Chase shares in Q4 2015, an estimated $946K.
  • Charles Stewart Mott Foundation first reported a position in JPMorgan Chase in Q3 2015 and held it in 1 quarter.
  • Charles Stewart Mott Foundation's JPMorgan Chase position peaked at $946K in Q3 2015.
  • 1,943 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2015.

Based on Charles Stewart Mott Foundation's 13F filing for Q4 2015, filed 16 Feb 2016.