Fiduciary Services Corp’s JPMorgan Chase JPM Stock Holding History

Fiduciary Services Corp’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	$3.84M	Buy	63,386 +168	+0.3%	+$9.95K	1.26%	22
2014 Q4	$3.96M	Buy	63,218 +365	+0.6%	+$22K	1.36%	18
2014 Q3	$3.79M	Sell	62,853 -257	-0.4%	-$15K	1.39%	20
2014 Q2	$3.64M	Sell	63,110 -1,004	-2%	-$56.4K	1.36%	20
2014 Q1	$3.89M	Sell	64,114 -3,388	-5%	-$196K	1.55%	14
2013 Q4	$3.95M	Sell	67,502 -896	-1%	-$49.1K	1.58%	13
2013 Q3	$3.54M	Sell	68,398 -261	-0.4%	-$14K	1.56%	16
2013 Q2	$3.63M	Buy	+68,659	New	+$3.49M	1.61%	14

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 Services Corp's JPM Position: Q1 2015 in Review

Fiduciary Services Corp increased its JPMorgan Chase (JPM) stake by 0.27% in Q1 2015, buying an estimated $9.95K and bringing the position to 63,386 shares worth $3.84M. The position accounts for 1.26% of the portfolio, ranked #22.

Fiduciary Services Corp first reported a position in JPM in Q2 2013 and has held it in 8 quarters since. The position peaked at $3.96M in Q4 2014. 1,804 funds tracked by Wall St. Rank hold JPM as of Q1 2015.

Fiduciary Services Corp held 63,386 shares of JPMorgan Chase worth $3.84M as of Q1 2015.
Fiduciary Services Corp bought 168 JPMorgan Chase shares in Q1 2015, an estimated $9.95K.
JPMorgan Chase made up 1.26% of Fiduciary Services Corp's portfolio in Q1 2015, its #22 holding.
Fiduciary Services Corp first reported a position in JPMorgan Chase in Q2 2013 and has held it in 8 quarters since.
Fiduciary Services Corp's JPMorgan Chase position peaked at $3.96M in Q4 2014.
1,804 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2015.

Based on Fiduciary Services Corp's 13F filing for Q1 2015, filed 14 May 2015.