Coronation Asset Management’s JPMorgan Chase JPM Stock Holding History

Coronation Asset Management’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	$11.2M	Buy	189,701 +19,081	+11%	+$1.11M	0.47%	45
2015 Q4	$11.3M	Buy	170,620 +15,898	+10%	+$1.04M	0.53%	39
2015 Q3	$9.43M	Hold	154,722	–	–	0.51%	41
2015 Q2	$10.5M	Buy	+154,722	New	+$10.1M	0.46%	43

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

Coronation Asset Management's JPM Position: Q1 2016 in Review

Coronation Asset Management increased its JPMorgan Chase (JPM) stake by 11% in Q1 2016, buying an estimated $1.11M and bringing the position to 189,701 shares worth $11.2M. The position accounts for 0.47% of the portfolio, ranked #45.

Coronation Asset Management first reported a position in JPM in Q2 2015 and has held it in 4 quarters since. The position peaked at $11.3M in Q4 2015. 1,904 funds tracked by Wall St. Rank hold JPM as of Q1 2016.

Coronation Asset Management held 189,701 shares of JPMorgan Chase worth $11.2M as of Q1 2016.
Coronation Asset Management bought 19,081 JPMorgan Chase shares in Q1 2016, an estimated $1.11M.
JPMorgan Chase made up 0.47% of Coronation Asset Management's portfolio in Q1 2016, its #45 holding.
Coronation Asset Management first reported a position in JPMorgan Chase in Q2 2015 and has held it in 4 quarters since.
Coronation Asset Management's JPMorgan Chase position peaked at $11.3M in Q4 2015.
1,904 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2016.

Based on Coronation Asset Management's 13F filing for Q1 2016, filed 9 May 2016.