First Niagara Bank’s JPMorgan Chase JPM Stock Holding History

First Niagara Bank’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	$5.86M	Buy	94,294 +216	+0.2%	+$13.5K	1.67%	12
2016 Q1	$5.57M	Buy	94,078 +4,018	+4%	+$235K	1.64%	14
2015 Q4	$5.95M	Sell	90,060 -1,513	-2%	-$98.5K	1.65%	14
2015 Q3	$5.58M	Sell	91,573 -990	-1%	-$64.8K	1.46%	15
2015 Q2	$6.27M	Sell	92,563 -2,569	-3%	-$168K	1.41%	18
2015 Q1	$5.76M	Sell	95,132 -3,539	-4%	-$210K	1.27%	19
2014 Q4	$6.17M	Sell	98,671 -5,762	-6%	-$347K	1.32%	16
2014 Q3	$6.29M	Sell	104,433 -2,767	-3%	-$162K	1.33%	17
2014 Q2	$6.18M	Sell	107,200 -14,544	-12%	-$818K	1.28%	17
2014 Q1	$7.39M	Sell	121,744 -9,747	-7%	-$563K	1.48%	15
2013 Q4	$7.69M	Sell	131,491 -4,762	-3%	-$261K	1.48%	15
2013 Q3	$7.04M	Sell	136,253 -5,020	-4%	-$269K	1.5%	15
2013 Q2	$7.46M	Buy	+141,273	New	+$7.18M	1.57%	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

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

BIT

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

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

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

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

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

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

First Niagara Bank's JPM Position: Q2 2016 in Review

First Niagara Bank increased its JPMorgan Chase (JPM) stake by 0.23% in Q2 2016, buying an estimated $13.5K and bringing the position to 94,294 shares worth $5.86M. The position accounts for 1.67% of the portfolio, ranked #12.

First Niagara Bank first reported a position in JPM in Q2 2013 and has held it in 13 quarters since. The position peaked at $7.69M in Q4 2013. 1,910 funds tracked by Wall St. Rank hold JPM as of Q2 2016.

First Niagara Bank held 94,294 shares of JPMorgan Chase worth $5.86M as of Q2 2016.
First Niagara Bank bought 216 JPMorgan Chase shares in Q2 2016, an estimated $13.5K.
JPMorgan Chase made up 1.67% of First Niagara Bank's portfolio in Q2 2016, its #12 holding.
First Niagara Bank first reported a position in JPMorgan Chase in Q2 2013 and has held it in 13 quarters since.
First Niagara Bank's JPMorgan Chase position peaked at $7.69M in Q4 2013.
1,910 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2016.

Based on First Niagara Bank's 13F filing for Q2 2016, filed 25 Jul 2016.