C.T. Fitzpatrick’s JPMorgan Chase JPM Stock Holding History

C.T. Fitzpatrick’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	–	Sell	-400	Closed	-$24K	–	71
2014 Q3	$24K	Buy	+400	New	+$23.4K	﹤0.01%	72

Other funds holding JPM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

C.T. Fitzpatrick's JPM Position: Q4 2014 in Review

C.T. Fitzpatrick sold out of JPMorgan Chase (JPM) in Q4 2014, closing a stake of 400 shares — an estimated $24K sold.

C.T. Fitzpatrick first reported a position in JPM in Q3 2014 and held it in 1 quarter. The position peaked at $24K in Q3 2014. 1,815 funds tracked by Wall St. Rank hold JPM as of Q4 2014.

C.T. Fitzpatrick reported no remaining JPMorgan Chase position as of Q4 2014 after selling out during the quarter.
C.T. Fitzpatrick sold 400 JPMorgan Chase shares in Q4 2014, an estimated $24K.
C.T. Fitzpatrick first reported a position in JPMorgan Chase in Q3 2014 and held it in 1 quarter.
C.T. Fitzpatrick's JPMorgan Chase position peaked at $24K in Q3 2014.
1,815 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2014.

Based on Vulcan Value Partners's 13F filing for Q4 2014, filed 17 Feb 2015.