Geneva Capital Management’s JPMorgan Chase JPM Stock Holding History

Geneva Capital 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
2014 Q3	$1.31M	Buy	21,749 +497	+2%	+$29.1K	0.04%	124
2014 Q2	$1.23M	Buy	21,252 +360	+2%	+$20.2K	0.03%	123
2014 Q1	$1.27M	Sell	20,892 -535	-2%	-$30.9K	0.03%	123
2013 Q4	$1.25M	Buy	21,427 +77	+0.4%	+$4.22K	0.03%	121
2013 Q3	$1.1M	Buy	21,350 +613	+3%	+$32.9K	0.03%	124
2013 Q2	$1.09M	Buy	+20,737	New	+$1.05M	0.02%	118

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

BIT

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geneva Capital Management's JPM Position: Q3 2014 in Review

Geneva Capital Management increased its JPMorgan Chase (JPM) stake by 2.3% in Q3 2014, buying an estimated $29.1K and bringing the position to 21,749 shares worth $1.31M. The position accounts for 0.04% of the portfolio, ranked #124.

Geneva Capital Management first reported a position in JPM in Q2 2013 and has held it in 6 quarters since. 1,695 funds tracked by Wall St. Rank hold JPM as of Q3 2014.

Geneva Capital Management held 21,749 shares of JPMorgan Chase worth $1.31M as of Q3 2014.
Geneva Capital Management bought 497 JPMorgan Chase shares in Q3 2014, an estimated $29.1K.
JPMorgan Chase made up 0.04% of Geneva Capital Management's portfolio in Q3 2014, its #124 holding.
Geneva Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 6 quarters since.
1,695 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2014.

Based on Geneva Capital Management's 13F filing for Q3 2014, filed 14 Nov 2014.