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Foothills Asset Management’s JPMorgan Chase JPM Stock Holding History

Foothills Asset Management’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
Q1 		– Sell
-34,237
Closed -$2.14M – 59
2014
Q4 		$2.14M Sell
34,237
-1,510
-4% -$90.9K 1.76% 31
2014
Q3 		$2.15M Sell
35,747
-1,349
-4% -$78.9K 1.75% 32
2014
Q2 		$2.14M Hold
37,096
– – 1.65% 37
2014
Q1 		$2.25M Sell
37,096
-221
-0.6% -$12.8K 1.83% 31
2013
Q4 		$2.18M Buy
+37,317
New +$2.04M 1.81% 29

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
Fidelity Investments
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Foothills Asset Management's JPM Position: Q1 2015 in Review

Foothills Asset Management sold out of JPMorgan Chase (JPM) in Q1 2015, closing a stake of 34,237 shares — an estimated $2.14M sold.

Foothills Asset Management first reported a position in JPM in Q4 2013 and held it in 5 quarters. The position peaked at $2.25M in Q1 2014. 1,803 funds tracked by Wall St. Rank hold JPM as of Q1 2015.

  • Foothills Asset Management reported no remaining JPMorgan Chase position as of Q1 2015 after selling out during the quarter.
  • Foothills Asset Management sold 34,237 JPMorgan Chase shares in Q1 2015, an estimated $2.14M.
  • Foothills Asset Management first reported a position in JPMorgan Chase in Q4 2013 and held it in 5 quarters.
  • Foothills Asset Management's JPMorgan Chase position peaked at $2.25M in Q1 2014.
  • 1,803 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2015.

Based on Foothills Asset Management's 13F filing for Q1 2015, filed 14 Apr 2015.