First Citizens Bancorporation’s JPMorgan Chase JPM Stock Holding History

First Citizens Bancorporation’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 Q4	$203K	Sell	3,237 -585	-15%	-$35.2K	0.14%	111
2014 Q3	$230K	Buy	3,822 +260	+7%	+$15.2K	0.17%	98
2014 Q2	$205K	Sell	3,562 -15,410	-81%	-$866K	0.15%	101
2014 Q1	$1.15M	Sell	18,972 -3,065	-14%	-$177K	0.93%	45
2013 Q4	$1.29M	Buy	22,037 +436	+2%	+$23.9K	1.02%	41
2013 Q3	$1.12M	Buy	21,601 +1,274	+6%	+$68.3K	0.97%	46
2013 Q2	$1.07M	Buy	+20,327	New	+$1.03M	0.98%	41

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

First Citizens Bancorporation's JPM Position: Q4 2014 in Review

First Citizens Bancorporation reduced its JPMorgan Chase (JPM) stake by 15% in Q4 2014, selling an estimated $35.2K and leaving 3,237 shares worth $203K. The position accounts for 0.14% of the portfolio, ranked #111.

First Citizens Bancorporation first reported a position in JPM in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.29M in Q4 2013. 1,813 funds tracked by Wall St. Rank hold JPM as of Q4 2014.

First Citizens Bancorporation held 3,237 shares of JPMorgan Chase worth $203K as of Q4 2014.
First Citizens Bancorporation sold 585 JPMorgan Chase shares in Q4 2014, an estimated $35.2K.
JPMorgan Chase made up 0.14% of First Citizens Bancorporation's portfolio in Q4 2014, its #111 holding.
First Citizens Bancorporation first reported a position in JPMorgan Chase in Q2 2013 and has held it in 7 quarters since.
First Citizens Bancorporation's JPMorgan Chase position peaked at $1.29M in Q4 2013.
1,813 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2014.

Based on First Citizens Bancorporation's 13F filing for Q4 2014, filed 21 Jan 2015.