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Emerson Investment Management’s JPMorgan Chase JPM Stock Holding History

Emerson 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
2016
Q1 		$8.36M Buy
141,096
+1,725
+1% +$101K 1.58% 24
2015
Q4 		$9.2M Buy
139,371
+48,766
+54% +$3.18M 1.8% 14
2015
Q3 		$5.52M Sell
90,605
-5,837
-6% -$382K 1.1% 42
2015
Q2 		$6.54M Buy
96,442
+4,285
+5% +$280K 1.22% 37
2015
Q1 		$5.58M Buy
92,157
+28
+0% +$1.66K 1.02% 39
2014
Q4 		$5.76M Buy
92,129
+4,840
+6% +$291K 1.12% 35
2014
Q3 		$5.26M Buy
87,289
+16,477
+23% +$963K 1.04% 35
2014
Q2 		$4.08M Buy
70,812
+59,400
+521% +$3.34M 0.8% 46
2014
Q1 		$693K Buy
11,412
+2,054
+22% +$119K 0.14% 95
2013
Q4 		$547K Buy
9,358
+1,308
+16% +$71.7K 0.12% 100
2013
Q3 		$416K Buy
8,050
+16
+0.2% +$858 0.09% 106
2013
Q2 		$424K Buy
+8,034
New +$408K 0.1% 103

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 $2.9T AUM 29.55% 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 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Emerson Investment Management's JPM Position: Q1 2016 in Review

Emerson Investment Management increased its JPMorgan Chase (JPM) stake by 1.2% in Q1 2016, buying an estimated $101K and bringing the position to 141,096 shares worth $8.36M. The position accounts for 1.58% of the portfolio, ranked #24.

Emerson Investment Management first reported a position in JPM in Q2 2013 and has held it in 12 quarters since. The position peaked at $9.2M in Q4 2015. 1,905 funds tracked by Wall St. Rank hold JPM as of Q1 2016.

  • Emerson Investment Management held 141,096 shares of JPMorgan Chase worth $8.36M as of Q1 2016.
  • Emerson Investment Management bought 1,725 JPMorgan Chase shares in Q1 2016, an estimated $101K.
  • JPMorgan Chase made up 1.58% of Emerson Investment Management's portfolio in Q1 2016, its #24 holding.
  • Emerson Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 12 quarters since.
  • Emerson Investment Management's JPMorgan Chase position peaked at $9.2M in Q4 2015.
  • 1,905 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2016.

Based on Emerson Investment Management's 13F filing for Q1 2016, filed 9 May 2016.