Fusion Investment Group’s JPMorgan Chase JPM Stock Holding History

Fusion Investment Group’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 Q4	$215K	Sell	3,244 -934	-22%	-$60.8K	0.58%	54
2015 Q3	$254K	Sell	4,178 -566	-12%	-$37.1K	0.6%	54
2015 Q2	$322K	Buy	4,744 +1,313	+38%	+$85.7K	0.25%	74
2015 Q1	$208K	Buy	3,431 +109	+3%	+$6.46K	0.17%	86
2014 Q4	$208K	Buy	3,322 +3,156	+1,901%	+$190K	0.18%	83
2014 Q3	$10K	Hold	166	–	–	0.01%	175
2014 Q2	$10K	Hold	166	–	–	0.01%	189
2014 Q1	$10K	Sell	166 -22,089	-99%	-$1.28M	0.01%	191
2013 Q4	$1.3M	Buy	+22,255	New	+$1.22M	0.96%	26

Other funds holding JPM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fusion Investment Group's JPM Position: Q4 2015 in Review

Fusion Investment Group reduced its JPMorgan Chase (JPM) stake by 22% in Q4 2015, selling an estimated $60.8K and leaving 3,244 shares worth $215K. The position accounts for 0.58% of the portfolio, ranked #54.

Fusion Investment Group first reported a position in JPM in Q4 2013 and has held it in 9 quarters since. The position peaked at $1.3M in Q4 2013. 1,944 funds tracked by Wall St. Rank hold JPM as of Q4 2015.

Fusion Investment Group held 3,244 shares of JPMorgan Chase worth $215K as of Q4 2015.
Fusion Investment Group sold 934 JPMorgan Chase shares in Q4 2015, an estimated $60.8K.
JPMorgan Chase made up 0.58% of Fusion Investment Group's portfolio in Q4 2015, its #54 holding.
Fusion Investment Group first reported a position in JPMorgan Chase in Q4 2013 and has held it in 9 quarters since.
Fusion Investment Group's JPMorgan Chase position peaked at $1.3M in Q4 2013.
1,944 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.