ECM
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Endex Capital Management’s JPMorgan Chase JPM Stock Holding History

Endex Capital 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
2013
Q4 		$1.03M Hold
17,592
– – 0.96% 21
2013
Q3 		$909K Hold
17,592
– – 0.93% 24
2013
Q2 		$929K Buy
+17,592
New +$894K 0.99% 23

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Endex Capital Management's JPM Position: Q4 2013 in Review

Endex Capital Management held its JPMorgan Chase (JPM) position steady in Q4 2013 at 17,592 shares worth $1.03M. The position accounts for 0.96% of the portfolio, ranked #21.

Endex Capital Management first reported a position in JPM in Q2 2013 and has held it in 3 quarters since. 1,732 funds tracked by Wall St. Rank hold JPM as of Q4 2013.

  • Endex Capital Management held 17,592 shares of JPMorgan Chase worth $1.03M as of Q4 2013.
  • Endex Capital Management left its JPMorgan Chase share count unchanged in Q4 2013.
  • JPMorgan Chase made up 0.96% of Endex Capital Management's portfolio in Q4 2013, its #21 holding.
  • Endex Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 3 quarters since.
  • 1,732 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2013.

Based on Endex Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.