Founders Bank & Trust’s JPMorgan Chase JPM Stock Holding History

Founders Bank & Trust’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
2014 Q4	$1.17M	Sell	18,624 -597	-3%	-$35.9K	0.61%	27
2014 Q3	$1.16M	Sell	19,221 -43	-0.2%	-$2.51K	0.65%	25
2014 Q2	$1.11M	Buy	19,264 +38	+0.2%	+$2.14K	0.62%	26
2014 Q1	$1.17M	Sell	19,226 -194	-1%	-$11.2K	0.68%	24
2013 Q4	$1.07M	Sell	19,420 -2,068	-10%	-$113K	0.62%	27
2013 Q3	$1.11M	Buy	21,488 +76	+0.4%	+$4.08K	0.57%	23
2013 Q2	$1.13M	Buy	+21,412	New	+$1.09M	0.6%	23

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIT

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Founders Bank & Trust's JPM Position: Q4 2014 in Review

Founders Bank & Trust reduced its JPMorgan Chase (JPM) stake by 3.1% in Q4 2014, selling an estimated $35.9K and leaving 18,624 shares worth $1.17M. The position accounts for 0.61% of the portfolio, ranked #27.

Founders Bank & Trust first reported a position in JPM in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.17M in Q1 2014. 1,817 funds tracked by Wall St. Rank hold JPM as of Q4 2014.

Founders Bank & Trust held 18,624 shares of JPMorgan Chase worth $1.17M as of Q4 2014.
Founders Bank & Trust sold 597 JPMorgan Chase shares in Q4 2014, an estimated $35.9K.
JPMorgan Chase made up 0.61% of Founders Bank & Trust's portfolio in Q4 2014, its #27 holding.
Founders Bank & Trust first reported a position in JPMorgan Chase in Q2 2013 and has held it in 7 quarters since.
Founders Bank & Trust's JPMorgan Chase position peaked at $1.17M in Q1 2014.
1,817 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.