Dominick & Dominick’s JPMorgan Chase JPM Stock Holding History

Dominick & Dominick’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	$1.64M	Buy	26,125 +1,219	+5%	+$73.4K	0.83%	30
2014 Q3	$1.5M	Buy	24,906 +296	+1%	+$17.3K	0.72%	40
2014 Q2	$1.42M	Buy	24,610 +213	+0.9%	+$12K	0.69%	39
2014 Q1	$1.48M	Buy	24,397 +2,954	+14%	+$171K	0.72%	36
2013 Q4	$1.25M	Sell	21,443 -8,182	-28%	-$448K	0.6%	47
2013 Q3	$1.53M	Sell	29,625 -3,034	-9%	-$163K	0.85%	30
2013 Q2	$1.72M	Buy	+32,659	New	+$1.66M	1.01%	22

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dominick & Dominick's JPM Position: Q4 2014 in Review

Dominick & Dominick increased its JPMorgan Chase (JPM) stake by 4.9% in Q4 2014, buying an estimated $73.4K and bringing the position to 26,125 shares worth $1.64M. The position accounts for 0.83% of the portfolio, ranked #30.

Dominick & Dominick first reported a position in JPM in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.72M in Q2 2013. 1,814 funds tracked by Wall St. Rank hold JPM as of Q4 2014.

Dominick & Dominick held 26,125 shares of JPMorgan Chase worth $1.64M as of Q4 2014.
Dominick & Dominick bought 1,219 JPMorgan Chase shares in Q4 2014, an estimated $73.4K.
JPMorgan Chase made up 0.83% of Dominick & Dominick's portfolio in Q4 2014, its #30 holding.
Dominick & Dominick first reported a position in JPMorgan Chase in Q2 2013 and has held it in 7 quarters since.
Dominick & Dominick's JPMorgan Chase position peaked at $1.72M in Q2 2013.
1,814 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2014.

Based on Dominick & Dominick's 13F filing for Q4 2014, filed 22 Jan 2015.