Fiduciary Asset Management’s JPMorgan Chase JPM Stock Holding History

Fiduciary Asset 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
2015 Q1	$13.4M	Buy	221,217 +1,480	+0.7%	+$87.6K	2.29%	19
2014 Q4	$13.8M	Buy	219,737 +4,140	+2%	+$249K	2.39%	17
2014 Q3	$13M	Buy	215,597 +38,966	+22%	+$2.28M	2.44%	16
2014 Q2	$10.2M	Buy	176,631 +133,031	+305%	+$7.48M	1.98%	26
2014 Q1	$2.65M	Buy	43,600 +16,700	+62%	+$965K	0.57%	42
2013 Q4	$1.57M	Sell	26,900 -6,600	-20%	-$362K	0.36%	44
2013 Q3	$1.73M	Sell	33,500 -5,000	-13%	-$268K	0.41%	45
2013 Q2	$2.03M	Buy	+38,500	New	+$1.96M	0.45%	43

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 16.07% 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 $298B AUM 21.96% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fiduciary Asset Management's JPM Position: Q1 2015 in Review

Fiduciary Asset Management increased its JPMorgan Chase (JPM) stake by 0.67% in Q1 2015, buying an estimated $87.6K and bringing the position to 221,217 shares worth $13.4M. The position accounts for 2.29% of the portfolio, ranked #19.

Fiduciary Asset Management first reported a position in JPM in Q2 2013 and has held it in 8 quarters since. The position peaked at $13.8M in Q4 2014. 1,805 funds tracked by Wall St. Rank hold JPM as of Q1 2015.

Fiduciary Asset Management held 221,217 shares of JPMorgan Chase worth $13.4M as of Q1 2015.
Fiduciary Asset Management bought 1,480 JPMorgan Chase shares in Q1 2015, an estimated $87.6K.
JPMorgan Chase made up 2.29% of Fiduciary Asset Management's portfolio in Q1 2015, its #19 holding.
Fiduciary Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 8 quarters since.
Fiduciary Asset Management's JPMorgan Chase position peaked at $13.8M in Q4 2014.
1,805 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2015.

Based on Fiduciary Asset Management's 13F filing for Q1 2015, filed 14 Apr 2015.