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Golden Gate Private Equity’s JPMorgan Chase JPM Stock Holding History

Golden Gate Private Equity’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 		– Sell
-73,742
Closed -$4.44M – 17
2014
Q3 		$4.44M Hold
73,742
– – 1.25% 11
2014
Q2 		$4.25M Buy
73,742
+18,198
+33% +$1.02M 0.86% 11
2014
Q1 		$3.37M Buy
55,544
+5,400
+11% +$312K 0.75% 10
2013
Q4 		$2.93M Buy
+50,144
New +$2.75M 1.25% 11

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

Golden Gate Private Equity's JPM Position: Q4 2014 in Review

Golden Gate Private Equity sold out of JPMorgan Chase (JPM) in Q4 2014, closing a stake of 73,742 shares — an estimated $4.44M sold.

Golden Gate Private Equity first reported a position in JPM in Q4 2013 and held it in 4 quarters. The position peaked at $4.44M in Q3 2014. 1,814 funds tracked by Wall St. Rank hold JPM as of Q4 2014.

  • Golden Gate Private Equity reported no remaining JPMorgan Chase position as of Q4 2014 after selling out during the quarter.
  • Golden Gate Private Equity sold 73,742 JPMorgan Chase shares in Q4 2014, an estimated $4.44M.
  • Golden Gate Private Equity first reported a position in JPMorgan Chase in Q4 2013 and held it in 4 quarters.
  • Golden Gate Private Equity's JPMorgan Chase position peaked at $4.44M in Q3 2014.
  • 1,814 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2014.

Based on Golden Gate Private Equity's 13F filing for Q4 2014, filed 13 Feb 2015.