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Country Fund Management’s JPMorgan Chase JPM Stock Holding History

Country Fund 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
2013
Q3 		$5.82M Sell
112,600
-19,500
-15% -$1.05M 2.26% 9
2013
Q2 		$6.97M Buy
+132,100
New +$6.72M 2.35% 7

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Country Fund Management's JPM Position: Q3 2013 in Review

Country Fund Management reduced its JPMorgan Chase (JPM) stake by 15% in Q3 2013, selling an estimated $1.05M and leaving 112,600 shares worth $5.82M. The position accounts for 2.26% of the portfolio, ranked #9.

Country Fund Management first reported a position in JPM in Q2 2013 and has held it in 2 quarters since. The position peaked at $6.97M in Q2 2013. 1,594 funds tracked by Wall St. Rank hold JPM as of Q3 2013.

  • Country Fund Management held 112,600 shares of JPMorgan Chase worth $5.82M as of Q3 2013.
  • Country Fund Management sold 19,500 JPMorgan Chase shares in Q3 2013, an estimated $1.05M.
  • JPMorgan Chase made up 2.26% of Country Fund Management's portfolio in Q3 2013, its #9 holding.
  • Country Fund Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 2 quarters since.
  • Country Fund Management's JPMorgan Chase position peaked at $6.97M in Q2 2013.
  • 1,594 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2013.

Based on Country Fund Management's 13F filing for Q3 2013, filed 5 Nov 2013.