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Hosking & Co’s JPMorgan Chase JPM Stock Holding History

Hosking & Co’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 		$6.17M Buy
91,000
+6,390
+8% +$417K 0.41% 66
2015
Q1 		$5.13M Buy
84,610
+4,901
+6% +$290K 0.36% 71
2014
Q4 		$4.99M Buy
+79,709
New +$4.8M 0.37% 67

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

Hosking & Co's JPM Position: Q2 2015 in Review

Hosking & Co increased its JPMorgan Chase (JPM) stake by 7.6% in Q2 2015, buying an estimated $417K and bringing the position to 91,000 shares worth $6.17M. The position accounts for 0.41% of the portfolio, ranked #66.

Hosking & Co first reported a position in JPM in Q4 2014 and has held it in 3 quarters since. 1,847 funds tracked by Wall St. Rank hold JPM as of Q2 2015.

  • Hosking & Co held 91,000 shares of JPMorgan Chase worth $6.17M as of Q2 2015.
  • Hosking & Co bought 6,390 JPMorgan Chase shares in Q2 2015, an estimated $417K.
  • JPMorgan Chase made up 0.41% of Hosking & Co's portfolio in Q2 2015, its #66 holding.
  • Hosking & Co first reported a position in JPMorgan Chase in Q4 2014 and has held it in 3 quarters since.
  • 1,847 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2015.

Based on Hosking & Co's 13F filing for Q2 2015, filed 13 Aug 2015.