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Community Financial System’s JPMorgan Chase JPM Stock Holding History

Community Financial System’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
Q3 		$2.58M Buy
42,759
+4,362
+11% +$255K 0.56% 46
2014
Q2 		$2.21M Buy
38,397
+157
+0.4% +$8.83K 0.48% 53
2014
Q1 		$2.32M Buy
38,240
+1,420
+4% +$82.1K 0.51% 51
2013
Q4 		$2.15M Buy
36,820
+362
+1% +$19.8K 0.48% 53
2013
Q3 		$1.88M Sell
36,458
-600
-2% -$32.2K 0.45% 58
2013
Q2 		$1.96M Buy
+37,058
New +$1.88M 0.54% 48

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

Community Financial System's JPM Position: Q3 2014 in Review

Community Financial System increased its JPMorgan Chase (JPM) stake by 11% in Q3 2014, buying an estimated $255K and bringing the position to 42,759 shares worth $2.58M. The position accounts for 0.56% of the portfolio, ranked #46.

Community Financial System first reported a position in JPM in Q2 2013 and has held it in 6 quarters since. 1,694 funds tracked by Wall St. Rank hold JPM as of Q3 2014.

  • Community Financial System held 42,759 shares of JPMorgan Chase worth $2.58M as of Q3 2014.
  • Community Financial System bought 4,362 JPMorgan Chase shares in Q3 2014, an estimated $255K.
  • JPMorgan Chase made up 0.56% of Community Financial System's portfolio in Q3 2014, its #46 holding.
  • Community Financial System first reported a position in JPMorgan Chase in Q2 2013 and has held it in 6 quarters since.
  • 1,694 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2014.

Based on Community Financial System's 13F filing for Q3 2014, filed 8 Oct 2014.