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Gyrus Investment Management’s JPMorgan Chase JPM Stock Holding History

Gyrus Investment 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
-244,279
Closed -$14.8M – 44
2015
Q1 		$14.8M Sell
244,279
-6,510
-3% -$386K 2.45% 3
2014
Q4 		$15.7M Buy
250,789
+5,300
+2% +$319K 2.59% 3
2014
Q3 		$14.8M Buy
245,489
+10,530
+4% +$616K 2.59% 3
2014
Q2 		$13.5M Sell
234,959
-1,950
-0.8% -$110K 2.43% 3
2014
Q1 		$15.9M Buy
236,909
+11,825
+5% +$683K 2.75% 3
2013
Q4 		$14M Buy
225,084
+1,724
+0.8% +$94.4K 2.92% 2
2013
Q3 		$11.9M Sell
223,360
-1,018
-0.5% -$54.6K 2.61% 3
2013
Q2 		$12.5M Buy
+224,378
New +$11.4M 2.83% 3

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

Gyrus Investment Management's JPM Position: Q2 2015 in Review

Gyrus Investment Management sold out of JPMorgan Chase (JPM) in Q2 2015, closing a stake of 244,279 shares — an estimated $14.8M sold.

Gyrus Investment Management first reported a position in JPM in Q2 2013 and held it in 8 quarters. The position peaked at $15.9M in Q1 2014. 1,847 funds tracked by Wall St. Rank hold JPM as of Q2 2015.

  • Gyrus Investment Management reported no remaining JPMorgan Chase position as of Q2 2015 after selling out during the quarter.
  • Gyrus Investment Management sold 244,279 JPMorgan Chase shares in Q2 2015, an estimated $14.8M.
  • Gyrus Investment Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 8 quarters.
  • Gyrus Investment Management's JPMorgan Chase position peaked at $15.9M in Q1 2014.
  • 1,847 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2015.

Based on Gyrus Investment Management's 13F filing for Q2 2015.