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Edmond de Rothschild (Europe)’s JPMorgan Chase JPM Stock Holding History

Edmond de Rothschild (Europe)’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
2016
Q3 		$607K Buy
9,112
+720
+9% +$46.9K 0.24% 58
2016
Q2 		$521K Sell
8,392
-1,085
-11% -$67.8K 0.26% 63
2016
Q1 		$561K Sell
9,477
-1,400
-13% -$81.8K 0.29% 61
2015
Q4 		$718K Sell
10,877
-480
-4% -$31.3K 0.31% 64
2015
Q3 		$692K Sell
11,357
-7,224
-39% -$473K 0.32% 65
2015
Q2 		$1.26M Buy
+18,581
New +$1.21M 0.4% 60

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Edmond de Rothschild (Europe)'s JPM Position: Q3 2016 in Review

Edmond de Rothschild (Europe) increased its JPMorgan Chase (JPM) stake by 8.6% in Q3 2016, buying an estimated $46.9K and bringing the position to 9,112 shares worth $607K. The position accounts for 0.24% of the portfolio, ranked #58.

Edmond de Rothschild (Europe) first reported a position in JPM in Q2 2015 and has held it in 6 quarters since. The position peaked at $1.26M in Q2 2015. 1,924 funds tracked by Wall St. Rank hold JPM as of Q3 2016.

  • Edmond de Rothschild (Europe) held 9,112 shares of JPMorgan Chase worth $607K as of Q3 2016.
  • Edmond de Rothschild (Europe) bought 720 JPMorgan Chase shares in Q3 2016, an estimated $46.9K.
  • JPMorgan Chase made up 0.24% of Edmond de Rothschild (Europe)'s portfolio in Q3 2016, its #58 holding.
  • Edmond de Rothschild (Europe) first reported a position in JPMorgan Chase in Q2 2015 and has held it in 6 quarters since.
  • Edmond de Rothschild (Europe)'s JPMorgan Chase position peaked at $1.26M in Q2 2015.
  • 1,924 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2016.

Based on Edmond de Rothschild (Europe)'s 13F filing for Q3 2016, filed 14 Nov 2016.