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Cleary Gull’s JPMorgan Chase JPM Stock Holding History

Cleary Gull’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 		$27K Buy
+450
New +$26.6K 0.03% 44

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

Cleary Gull's JPM Position: Q1 2015 in Review

Cleary Gull opened a new position in JPMorgan Chase (JPM) in Q1 2015: 450 shares worth $27K. The stake represents 0.03% of the portfolio and ranks #44 among its holdings.

1,803 funds tracked by Wall St. Rank hold JPM as of Q1 2015.

  • Cleary Gull held 450 shares of JPMorgan Chase worth $27K as of Q1 2015.
  • JPMorgan Chase was a new Cleary Gull position in Q1 2015.
  • JPMorgan Chase made up 0.03% of Cleary Gull's portfolio in Q1 2015, its #44 holding.
  • 1,803 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2015.

Based on Cleary Gull's 13F filing for Q1 2015, filed 13 May 2015.