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

Edmond de Rothschild (Suisse)’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	$1.39M	Sell	20,862 -1,980	-9%	-$129K	0.43%	62
2016 Q2	$1.42M	Buy	22,842 +3,184	+16%	+$199K	0.47%	59
2016 Q1	$1.16M	Buy	19,658 +4,000	+26%	+$234K	0.48%	53
2015 Q4	$1.03M	Sell	15,658 -18,640	-54%	-$1.21M	0.39%	56
2015 Q3	$2.09M	Buy	34,298 +6,227	+22%	+$408K	0.71%	30
2015 Q2	$1.9M	Buy	+28,071	New	+$1.83M	0.6%	39

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Edmond de Rothschild (Suisse) reduced its JPMorgan Chase (JPM) stake by 8.7% in Q3 2016, selling an estimated $129K and leaving 20,862 shares worth $1.39M. The position accounts for 0.43% of the portfolio, ranked #62.

Edmond de Rothschild (Suisse) first reported a position in JPM in Q2 2015 and has held it in 6 quarters since. The position peaked at $2.09M in Q3 2015. 1,924 funds tracked by Wall St. Rank hold JPM as of Q3 2016.

Edmond de Rothschild (Suisse) held 20,862 shares of JPMorgan Chase worth $1.39M as of Q3 2016.
Edmond de Rothschild (Suisse) sold 1,980 JPMorgan Chase shares in Q3 2016, an estimated $129K.
JPMorgan Chase made up 0.43% of Edmond de Rothschild (Suisse)'s portfolio in Q3 2016, its #62 holding.
Edmond de Rothschild (Suisse) first reported a position in JPMorgan Chase in Q2 2015 and has held it in 6 quarters since.
Edmond de Rothschild (Suisse)'s JPMorgan Chase position peaked at $2.09M in Q3 2015.
1,924 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2016.

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