First New York Securities’s JPMorgan Chase JPM Stock Holding History

First New York Securities’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
2016 Q2	–	Sell	-6,000	Closed	-$355K	–	275
2016 Q1	$355K	Buy	+6,000	New	+$350K	0.25%	53
2015 Q1	–	Sell	-1,000	Closed	-$62.6K	–	437
2014 Q4	$62.6K	Hold	1,000	–	–	0.12%	122
2014 Q3	$60.2K	Buy	+1,000	New	+$58.5K	0.04%	239
2014 Q2	–	Sell	-501	Closed	-$30K	–	300
2014 Q1	$30K	Buy	501 +1	+0.2%	+$58	0.01%	283
2013 Q4	$29K	Buy	+500	New	+$27.4K	0.03%	213
2013 Q3	–	Hold	0	–	–	–	443
2013 Q2	–	Hold	0	–	–	–	384

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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