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Fiera Capital’s JPMorgan Chase JPM Stock Holding History

Fiera Capital’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
Q3 		$19.8M Sell
383,154
-63,330
-14% -$3.4M 1.3% 31
2013
Q2 		$23.6M Buy
+446,484
New +$22.7M 1.68% 25

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fiera Capital's JPM Position: Q3 2013 in Review

Fiera Capital reduced its JPMorgan Chase (JPM) stake by 14% in Q3 2013, selling an estimated $3.4M and leaving 383,154 shares worth $19.8M. The position accounts for 1.3% of the portfolio, ranked #31.

Fiera Capital first reported a position in JPM in Q2 2013 and has held it in 2 quarters since. The position peaked at $23.6M in Q2 2013. 1,594 funds tracked by Wall St. Rank hold JPM as of Q3 2013.

  • Fiera Capital held 383,154 shares of JPMorgan Chase worth $19.8M as of Q3 2013.
  • Fiera Capital sold 63,330 JPMorgan Chase shares in Q3 2013, an estimated $3.4M.
  • JPMorgan Chase made up 1.3% of Fiera Capital's portfolio in Q3 2013, its #31 holding.
  • Fiera Capital first reported a position in JPMorgan Chase in Q2 2013 and has held it in 2 quarters since.
  • Fiera Capital's JPMorgan Chase position peaked at $23.6M in Q2 2013.
  • 1,594 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2013.

Based on Fiera Capital's 13F filing for Q3 2013, filed 14 Nov 2013.