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FolioMetrix’s JPMorgan Chase JPM Stock Holding History

FolioMetrix’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
2015
Q2 		$66K Sell
1,235
-650
-34% -$42.4K 0.03% 215
2015
Q1 		$114K Hold
1,885
– – 0.06% 198
2014
Q4 		$102K Buy
+1,885
New +$113K 0.07% 198

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FolioMetrix's JPM Position: Q2 2015 in Review

FolioMetrix reduced its JPMorgan Chase (JPM) stake by 34% in Q2 2015, selling an estimated $42.4K and leaving 1,235 shares worth $66K. The position accounts for 0.03% of the portfolio, ranked #215.

FolioMetrix first reported a position in JPM in Q4 2014 and has held it in 3 quarters since. The position peaked at $114K in Q1 2015. 1,850 funds tracked by Wall St. Rank hold JPM as of Q2 2015.

  • FolioMetrix held 1,235 shares of JPMorgan Chase worth $66K as of Q2 2015.
  • FolioMetrix sold 650 JPMorgan Chase shares in Q2 2015, an estimated $42.4K.
  • JPMorgan Chase made up 0.03% of FolioMetrix's portfolio in Q2 2015, its #215 holding.
  • FolioMetrix first reported a position in JPMorgan Chase in Q4 2014 and has held it in 3 quarters since.
  • FolioMetrix's JPMorgan Chase position peaked at $114K in Q1 2015.
  • 1,850 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2015.

Based on FolioMetrix's 13F filing for Q2 2015, filed 5 Aug 2015.