Emrys Partners’s JPMorgan Chase JPM Stock Holding History

Emrys Partners’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 Q1	–	Sell	-102,085	Closed	-$5.97M	–	33
2013 Q4	$5.97M	Buy	+102,085	New	+$5.59M	3.94%	11

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 16.26% 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 $315B AUM 27.84% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Emrys Partners's JPM Position: Q1 2014 in Review

Emrys Partners sold out of JPMorgan Chase (JPM) in Q1 2014, closing a stake of 102,085 shares — an estimated $5.97M sold.

Emrys Partners first reported a position in JPM in Q4 2013 and held it in 1 quarter. The position peaked at $5.97M in Q4 2013. 1,725 funds tracked by Wall St. Rank hold JPM as of Q1 2014.

Emrys Partners reported no remaining JPMorgan Chase position as of Q1 2014 after selling out during the quarter.
Emrys Partners sold 102,085 JPMorgan Chase shares in Q1 2014, an estimated $5.97M.
Emrys Partners first reported a position in JPMorgan Chase in Q4 2013 and held it in 1 quarter.
Emrys Partners's JPMorgan Chase position peaked at $5.97M in Q4 2013.
1,725 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2014.

Based on Emrys Partners's 13F filing for Q1 2014, filed 15 May 2014.