Index Management Solutions’s JPMorgan Chase JPM Stock Holding History

Index Management Solutions’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 Q3	$46K	Buy	755 +32	+4%	+$2.1K	0.05%	203
2015 Q2	$49K	Buy	723 +645	+827%	+$42.1K	0.05%	245
2015 Q1	$5K	Sell	78 -1,012	-93%	-$59.9K	﹤0.01%	682
2014 Q4	$68K	Sell	1,090 -3,645	-77%	-$219K	0.01%	325
2014 Q3	$285K	Buy	4,735 +405	+9%	+$23.7K	0.03%	480
2014 Q2	$249K	Buy	4,330 +2,394	+124%	+$135K	0.03%	522
2014 Q1	$118K	Buy	1,936 +573	+42%	+$33.1K	0.02%	392
2013 Q4	$80K	Buy	1,363 +145	+12%	+$7.94K	0.02%	286
2013 Q3	$63K	Buy	+1,218	New	+$65.3K	0.02%	337

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Index Management Solutions's JPM Position: Q3 2015 in Review

Index Management Solutions increased its JPMorgan Chase (JPM) stake by 4.4% in Q3 2015, buying an estimated $2.1K and bringing the position to 755 shares worth $46K. The position accounts for 0.05% of the portfolio, ranked #203.

Index Management Solutions first reported a position in JPM in Q3 2013 and has held it in 9 quarters since. The position peaked at $285K in Q3 2014. 1,834 funds tracked by Wall St. Rank hold JPM as of Q3 2015.

Index Management Solutions held 755 shares of JPMorgan Chase worth $46K as of Q3 2015.
Index Management Solutions bought 32 JPMorgan Chase shares in Q3 2015, an estimated $2.1K.
JPMorgan Chase made up 0.05% of Index Management Solutions's portfolio in Q3 2015, its #203 holding.
Index Management Solutions first reported a position in JPMorgan Chase in Q3 2013 and has held it in 9 quarters since.
Index Management Solutions's JPMorgan Chase position peaked at $285K in Q3 2014.
1,834 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.