Constellation Investments’s JPMorgan Chase JPM Stock Holding History

Constellation Investments’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
2016 Q1	$4.88M	Buy	82,343 +1,600	+2%	+$93.4K	0.89%	21
2015 Q4	$5.33M	Buy	80,743 +1,100	+1%	+$71.6K	1%	19
2015 Q3	$4.86M	Sell	79,643 -100	-0.1%	-$6.55K	1%	17
2015 Q2	$5.4M	Buy	79,743 +800	+1%	+$52.2K	1.03%	16
2015 Q1	$4.78M	Buy	78,943 +3,100	+4%	+$184K	0.91%	19
2014 Q4	$4.75M	Buy	75,843 +2,900	+4%	+$175K	0.96%	19
2014 Q3	$4.39M	Buy	72,943 +800	+1%	+$46.8K	0.98%	20
2014 Q2	$4.16M	Buy	72,143 +1,200	+2%	+$67.5K	0.96%	18
2014 Q1	$4.31M	Buy	70,943 +1,900	+3%	+$110K	1.05%	16
2013 Q4	$4.04M	Buy	69,043 +4,900	+8%	+$268K	1.03%	16
2013 Q3	$3.32M	Buy	64,143 +3,600	+6%	+$193K	1.02%	18
2013 Q2	$3.2M	Buy	+60,543	New	+$3.08M	1.11%	19

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Constellation Investments's JPM Position: Q1 2016 in Review

Constellation Investments increased its JPMorgan Chase (JPM) stake by 2% in Q1 2016, buying an estimated $93.4K and bringing the position to 82,343 shares worth $4.88M. The position accounts for 0.89% of the portfolio, ranked #21.

Constellation Investments first reported a position in JPM in Q2 2013 and has held it in 12 quarters since. The position peaked at $5.4M in Q2 2015. 1,904 funds tracked by Wall St. Rank hold JPM as of Q1 2016.

Constellation Investments held 82,343 shares of JPMorgan Chase worth $4.88M as of Q1 2016.
Constellation Investments bought 1,600 JPMorgan Chase shares in Q1 2016, an estimated $93.4K.
JPMorgan Chase made up 0.89% of Constellation Investments's portfolio in Q1 2016, its #21 holding.
Constellation Investments first reported a position in JPMorgan Chase in Q2 2013 and has held it in 12 quarters since.
Constellation Investments's JPMorgan Chase position peaked at $5.4M in Q2 2015.
1,904 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2016.

Based on Constellation Investments's 13F filing for Q1 2016, filed 28 Apr 2016.