FRM
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Fore Research & Management’s JPMorgan Chase JPM Stock Holding History

Fore Research & 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
Q2 		– Sell
-230,000
Closed -$13.9M – 70
2015
Q1 		$13.9M Buy
+230,000
New +$13.6M 0.5% 18

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
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
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

Fore Research & Management's JPM Position: Q2 2015 in Review

Fore Research & Management sold out of JPMorgan Chase (JPM) in Q2 2015, closing a stake of 230,000 shares — an estimated $13.9M sold.

Fore Research & Management first reported a position in JPM in Q1 2015 and held it in 1 quarter. The position peaked at $13.9M in Q1 2015. 1,848 funds tracked by Wall St. Rank hold JPM as of Q2 2015.

  • Fore Research & Management reported no remaining JPMorgan Chase position as of Q2 2015 after selling out during the quarter.
  • Fore Research & Management sold 230,000 JPMorgan Chase shares in Q2 2015, an estimated $13.9M.
  • Fore Research & Management first reported a position in JPMorgan Chase in Q1 2015 and held it in 1 quarter.
  • Fore Research & Management's JPMorgan Chase position peaked at $13.9M in Q1 2015.
  • 1,848 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2015.

Based on Fore Research & Management's 13F filing for Q2 2015, filed 14 Aug 2015.