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Invictus RG (Singapore)’s JPMorgan Chase JPM Stock Holding History

Invictus RG (Singapore)’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
Q3 		– Sell
-529
Closed -$30K – 696
2014
Q2 		$30K Sell
529
-3,005
-85% -$169K 0.03% 477
2014
Q1 		$215K Buy
3,534
+2,434
+221% +$141K 0.26% 142
2013
Q4 		$64K Buy
1,100
+697
+173% +$38.2K 0.04% 415
2013
Q3 		$21K Sell
403
-230
-36% -$12.3K 0.02% 519
2013
Q2 		$33K Buy
+633
New +$32.2K 0.04% 425

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
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

Invictus RG (Singapore)'s JPM Position: Q3 2014 in Review

Invictus RG (Singapore) sold out of JPMorgan Chase (JPM) in Q3 2014, closing a stake of 529 shares — an estimated $30K sold.

Invictus RG (Singapore) first reported a position in JPM in Q2 2013 and held it in 5 quarters. The position peaked at $215K in Q1 2014. 1,695 funds tracked by Wall St. Rank hold JPM as of Q3 2014.

  • Invictus RG (Singapore) reported no remaining JPMorgan Chase position as of Q3 2014 after selling out during the quarter.
  • Invictus RG (Singapore) sold 529 JPMorgan Chase shares in Q3 2014, an estimated $30K.
  • Invictus RG (Singapore) first reported a position in JPMorgan Chase in Q2 2013 and held it in 5 quarters.
  • Invictus RG (Singapore)'s JPMorgan Chase position peaked at $215K in Q1 2014.
  • 1,695 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2014.

Based on Invictus RG (Singapore)'s 13F filing for Q3 2014, filed 14 Nov 2014.