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Highfields Capital Management’s JPMorgan Chase JPM Stock Holding History

Highfields 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
Q1 		– Sell
-2,870,000
Closed -$168M – 92
2013
Q4 		$168M Buy
+2,870,000
New +$157M 1.36% 28
2013
Q3 		– Sell
-1,904,469
Closed -$101M – 95
2013
Q2 		$101M Buy
+1,904,469
New +$96.8M 0.83% 37

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Highfields Capital Management's JPM Position: Q1 2014 in Review

Highfields Capital Management sold out of JPMorgan Chase (JPM) in Q1 2014, closing a stake of 2,870,000 shares — an estimated $168M sold.

Highfields Capital Management first reported a position in JPM in Q2 2013 and held it in 2 quarters. The position peaked at $168M in Q4 2013. 1,726 funds tracked by Wall St. Rank hold JPM as of Q1 2014.

  • Highfields Capital Management reported no remaining JPMorgan Chase position as of Q1 2014 after selling out during the quarter.
  • Highfields Capital Management sold 2,870,000 JPMorgan Chase shares in Q1 2014, an estimated $168M.
  • Highfields Capital Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 2 quarters.
  • Highfields Capital Management's JPMorgan Chase position peaked at $168M in Q4 2013.
  • 1,726 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2014.

Based on Highfields Capital Management's 13F filing for Q1 2014, filed 15 May 2014.