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Indices-Pac Research Corporation’s JPMorgan Chase JPM Stock Holding History

Indices-Pac Research Corporation’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 		– Sell
-14,297
Closed -$868K – 93
2014
Q1 		$868K Sell
14,297
-9,069
-39% -$524K 0.56% 60
2013
Q4 		$1.37M Sell
23,366
-3,504
-13% -$192K 0.84% 23
2013
Q3 		$1.39M Sell
26,870
-2,955
-10% -$159K 0.91% 32
2013
Q2 		$1.57M Buy
+29,825
New +$1.52M 1.03% 19

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

Indices-Pac Research Corporation's JPM Position: Q2 2014 in Review

Indices-Pac Research Corporation sold out of JPMorgan Chase (JPM) in Q2 2014, closing a stake of 14,297 shares — an estimated $868K sold.

Indices-Pac Research Corporation first reported a position in JPM in Q2 2013 and held it in 4 quarters. The position peaked at $1.57M in Q2 2013. 1,693 funds tracked by Wall St. Rank hold JPM as of Q2 2014.

  • Indices-Pac Research Corporation reported no remaining JPMorgan Chase position as of Q2 2014 after selling out during the quarter.
  • Indices-Pac Research Corporation sold 14,297 JPMorgan Chase shares in Q2 2014, an estimated $868K.
  • Indices-Pac Research Corporation first reported a position in JPMorgan Chase in Q2 2013 and held it in 4 quarters.
  • Indices-Pac Research Corporation's JPMorgan Chase position peaked at $1.57M in Q2 2013.
  • 1,693 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2014.

Based on Indices-Pac Research Corporation's 13F filing for Q2 2014.