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Detwiler Fenton Investment Management’s JPMorgan Chase JPM Stock Holding History

Detwiler Fenton Investment 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
2015
Q4 		$421K Buy
+6,375
New +$415K 2.18% 15
2015
Q2 		$430K Buy
6,346
+2,312
+57% +$151K 1.38% 21
2015
Q1 		$244K Buy
+4,034
New +$239K 0.26% 64

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Detwiler Fenton Investment Management's JPM Position: Q4 2015 in Review

Detwiler Fenton Investment Management opened a new position in JPMorgan Chase (JPM) in Q4 2015: 6,375 shares worth $421K. The stake represents 2.18% of the portfolio and ranks #15 among its holdings. This is a return to the name: Detwiler Fenton Investment Management previously reported a position in JPM as recently as Q2 2015.

Detwiler Fenton Investment Management first reported a position in JPM in Q1 2015 and has held it in 3 quarters since. The position peaked at $430K in Q2 2015. 1,944 funds tracked by Wall St. Rank hold JPM as of Q4 2015.

  • Detwiler Fenton Investment Management held 6,375 shares of JPMorgan Chase worth $421K as of Q4 2015.
  • JPMorgan Chase was a new Detwiler Fenton Investment Management position in Q4 2015.
  • JPMorgan Chase made up 2.18% of Detwiler Fenton Investment Management's portfolio in Q4 2015, its #15 holding.
  • Detwiler Fenton Investment Management first reported a position in JPMorgan Chase in Q1 2015 and has held it in 3 quarters since.
  • Detwiler Fenton Investment Management's JPMorgan Chase position peaked at $430K in Q2 2015.
  • 1,944 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2015.

Based on Detwiler Fenton Investment Management's 13F filing for Q4 2015, filed 6 Jan 2016.