Douglas C. Lane & Associates’s JPMorgan Chase JPM Stock Holding History

Douglas C. Lane & Associates’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	$27.2M	Sell	411,216 -10,721	-3%	-$698K	0.74%	56
2015 Q3	$25.7M	Buy	421,937 +3,786	+0.9%	+$248K	0.73%	52
2015 Q2	$28.3M	Buy	418,151 +1,545	+0.4%	+$101K	0.76%	55
2015 Q1	$25.2M	Buy	416,606 +18,791	+5%	+$1.11M	0.66%	61
2014 Q4	$24.9M	Sell	397,815 -1,705	-0.4%	-$103K	0.67%	62
2014 Q3	$24.1M	Sell	399,520 -13,838	-3%	-$809K	0.72%	56
2014 Q2	$23.8M	Sell	413,358 -13,534	-3%	-$761K	0.72%	57
2014 Q1	$25.9M	Sell	426,892 -49,014	-10%	-$2.83M	0.83%	52
2013 Q4	$27.8M	Sell	475,906 -16,667	-3%	-$913K	0.92%	45
2013 Q3	$25.5M	Sell	492,573 -4,575	-0.9%	-$245K	0.93%	46
2013 Q2	$26.2M	Buy	+497,148	New	+$25.3M	1.02%	42

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Douglas C. Lane & Associates's JPM Position: Q4 2015 in Review

Douglas C. Lane & Associates reduced its JPMorgan Chase (JPM) stake by 2.5% in Q4 2015, selling an estimated $698K and leaving 411,216 shares worth $27.2M. The position accounts for 0.74% of the portfolio, ranked #56.

Douglas C. Lane & Associates first reported a position in JPM in Q2 2013 and has held it in 11 quarters since. The position peaked at $28.3M in Q2 2015. 1,944 funds tracked by Wall St. Rank hold JPM as of Q4 2015.

Douglas C. Lane & Associates held 411,216 shares of JPMorgan Chase worth $27.2M as of Q4 2015.
Douglas C. Lane & Associates sold 10,721 JPMorgan Chase shares in Q4 2015, an estimated $698K.
JPMorgan Chase made up 0.74% of Douglas C. Lane & Associates's portfolio in Q4 2015, its #56 holding.
Douglas C. Lane & Associates first reported a position in JPMorgan Chase in Q2 2013 and has held it in 11 quarters since.
Douglas C. Lane & Associates's JPMorgan Chase position peaked at $28.3M in Q2 2015.
1,944 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2015.

Based on Douglas C. Lane & Associates's 13F filing for Q4 2015, filed 25 Jan 2016.