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Ignis Investment Services’s JPMorgan Chase JPM Stock Holding History

Ignis Investment Services’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
Q2 		$942M Buy
1,637,514
+227,366
+16% +$12.8M 3.15% 1
2014
Q1 		$847M Buy
1,410,148
+450
+0% +$26K 2.95% 1
2013
Q4 		$824M Buy
+1,409,698
New +$77.2M 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ignis Investment Services's JPM Position: Q2 2014 in Review

Ignis Investment Services increased its JPMorgan Chase (JPM) stake by 16% in Q2 2014, buying an estimated $12.8M and bringing the position to 1,637,514 shares worth $942M. The position accounts for 3.15% of the portfolio, ranked #1.

Ignis Investment Services first reported a position in JPM in Q4 2013 and has held it in 3 quarters since. 1,692 funds tracked by Wall St. Rank hold JPM as of Q2 2014.

  • Ignis Investment Services held 1,637,514 shares of JPMorgan Chase worth $942M as of Q2 2014.
  • Ignis Investment Services bought 227,366 JPMorgan Chase shares in Q2 2014, an estimated $12.8M.
  • JPMorgan Chase made up 3.15% of Ignis Investment Services's portfolio in Q2 2014, its #1 holding.
  • Ignis Investment Services first reported a position in JPMorgan Chase in Q4 2013 and has held it in 3 quarters since.
  • 1,692 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2014.

Based on Ignis Investment Services's 13F filing for Q2 2014, filed 15 Aug 2014.