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FirstMerit Bank N.A. Trustee’s JPMorgan Chase JPM Stock Holding History

FirstMerit Bank N.A. Trustee’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 		$16.5M Sell
265,514
-5,492
-2% -$343K 1.33% 18
2016
Q1 		$16M Buy
271,006
+4,768
+2% +$278K 1.33% 17
2015
Q4 		$17.6M Sell
266,238
-3,531
-1% -$230K 1.5% 14
2015
Q3 		$16.4M Buy
269,769
+13,848
+5% +$907K 1.46% 13
2015
Q2 		$17.3M Buy
255,921
+5,309
+2% +$347K 1.43% 13
2015
Q1 		$15.2M Sell
250,612
-2,449
-1% -$145K 1.24% 17
2014
Q4 		$15.8M Sell
253,061
-515
-0.2% -$31K 1.29% 16
2014
Q3 		$15.3M Buy
253,576
+3,446
+1% +$201K 1.28% 16
2014
Q2 		$14.4M Buy
250,130
+2,721
+1% +$153K 1.2% 18
2014
Q1 		$15M Buy
247,409
+4,966
+2% +$287K 1.3% 17
2013
Q4 		$14.2M Buy
242,443
+1,603
+0.7% +$87.8K 1.26% 20
2013
Q3 		$12.4M Buy
240,840
+14,548
+6% +$780K 1.15% 25
2013
Q2 		$11.9M Buy
+226,292
New +$11.5M 1.13% 26

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

FirstMerit Bank N.A. Trustee's JPM Position: Q2 2016 in Review

FirstMerit Bank N.A. Trustee reduced its JPMorgan Chase (JPM) stake by 2% in Q2 2016, selling an estimated $343K and leaving 265,514 shares worth $16.5M. The position accounts for 1.33% of the portfolio, ranked #18.

FirstMerit Bank N.A. Trustee first reported a position in JPM in Q2 2013 and has held it in 13 quarters since. The position peaked at $17.6M in Q4 2015. 1,909 funds tracked by Wall St. Rank hold JPM as of Q2 2016.

  • FirstMerit Bank N.A. Trustee held 265,514 shares of JPMorgan Chase worth $16.5M as of Q2 2016.
  • FirstMerit Bank N.A. Trustee sold 5,492 JPMorgan Chase shares in Q2 2016, an estimated $343K.
  • JPMorgan Chase made up 1.33% of FirstMerit Bank N.A. Trustee's portfolio in Q2 2016, its #18 holding.
  • FirstMerit Bank N.A. Trustee first reported a position in JPMorgan Chase in Q2 2013 and has held it in 13 quarters since.
  • FirstMerit Bank N.A. Trustee's JPMorgan Chase position peaked at $17.6M in Q4 2015.
  • 1,909 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2016.

Based on FirstMerit Bank N.A. Trustee's 13F filing for Q2 2016, filed 11 Jul 2016.