Jamison Eaton & Wood’s JPMorgan Chase JPM Stock Holding History

Jamison Eaton & Wood’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 Q1	$8.1M	Buy	133,684 +2,805	+2%	+$166K	2.31%	10
2014 Q4	$8.19M	Sell	130,879 -3,081	-2%	-$185K	2.27%	11
2014 Q3	$8.07M	Buy	133,960 +2,582	+2%	+$151K	2.25%	14
2014 Q2	$7.57M	Sell	131,378 -5,100	-4%	-$287K	2.08%	15
2014 Q1	$8.29M	Sell	136,478 -6,616	-5%	-$382K	2.3%	13
2013 Q4	$8.37M	Sell	143,094 -1,899	-1%	-$104K	2.17%	14
2013 Q3	$7.5M	Buy	144,993 +515	+0.4%	+$27.6K	2.07%	14
2013 Q2	$7.63M	Buy	+144,478	New	+$7.35M	2.2%	13

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jamison Eaton & Wood's JPM Position: Q1 2015 in Review

Jamison Eaton & Wood increased its JPMorgan Chase (JPM) stake by 2.1% in Q1 2015, buying an estimated $166K and bringing the position to 133,684 shares worth $8.1M. The position accounts for 2.31% of the portfolio, ranked #10.

Jamison Eaton & Wood first reported a position in JPM in Q2 2013 and has held it in 8 quarters since. The position peaked at $8.37M in Q4 2013. 1,805 funds tracked by Wall St. Rank hold JPM as of Q1 2015.

Jamison Eaton & Wood held 133,684 shares of JPMorgan Chase worth $8.1M as of Q1 2015.
Jamison Eaton & Wood bought 2,805 JPMorgan Chase shares in Q1 2015, an estimated $166K.
JPMorgan Chase made up 2.31% of Jamison Eaton & Wood's portfolio in Q1 2015, its #10 holding.
Jamison Eaton & Wood first reported a position in JPMorgan Chase in Q2 2013 and has held it in 8 quarters since.
Jamison Eaton & Wood's JPMorgan Chase position peaked at $8.37M in Q4 2013.
1,805 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2015.

Based on Jamison Eaton & Wood's 13F filing for Q1 2015, filed 30 Apr 2015.