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Concord Asset Management (Illinois)’s JPMorgan Chase JPM Stock Holding History

Concord Asset Management (Illinois)’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
Q4 		$456K Buy
7,293
+75
+1% +$4.51K 0.16% 41
2014
Q3 		$435K Hold
7,218
– – 0.15% 39
2014
Q2 		$415K Hold
7,218
– – 0.15% 37
2014
Q1 		$438K Hold
7,218
– – 0.16% 36
2013
Q4 		$422K Hold
7,218
– – 0.16% 36
2013
Q3 		$373K Hold
7,218
– – 0.14% 38
2013
Q2 		$381K Buy
+7,218
New +$367K 0.16% 36

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

Concord Asset Management (Illinois)'s JPM Position: Q4 2014 in Review

Concord Asset Management (Illinois) increased its JPMorgan Chase (JPM) stake by 1% in Q4 2014, buying an estimated $4.51K and bringing the position to 7,293 shares worth $456K. The position accounts for 0.16% of the portfolio, ranked #41.

Concord Asset Management (Illinois) first reported a position in JPM in Q2 2013 and has held it in 7 quarters since. 1,814 funds tracked by Wall St. Rank hold JPM as of Q4 2014.

  • Concord Asset Management (Illinois) held 7,293 shares of JPMorgan Chase worth $456K as of Q4 2014.
  • Concord Asset Management (Illinois) bought 75 JPMorgan Chase shares in Q4 2014, an estimated $4.51K.
  • JPMorgan Chase made up 0.16% of Concord Asset Management (Illinois)'s portfolio in Q4 2014, its #41 holding.
  • Concord Asset Management (Illinois) first reported a position in JPMorgan Chase in Q2 2013 and has held it in 7 quarters since.
  • 1,814 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2014.

Based on Concord Asset Management (Illinois)'s 13F filing for Q4 2014, filed 26 Jan 2015.