JRP
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Jasper Ridge Partners’s JPMorgan Chase JPM Stock Holding History

Jasper Ridge Partners’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
Q4 		– Sell
-7,775
Closed -$468K – 93
2014
Q3 		$468K Sell
7,775
-14,445
-65% -$844K 0.03% 72
2014
Q2 		$1.28M Hold
22,220
– – 0.09% 60
2014
Q1 		$1.35M Hold
22,220
– – 0.09% 60
2013
Q4 		$1.3M Hold
22,220
– – 0.08% 60
2013
Q3 		$1.15M Hold
22,220
– – 0.07% 60
2013
Q2 		$1.17M Buy
+22,220
New +$1.13M 0.07% 60

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jasper Ridge Partners's JPM Position: Q4 2014 in Review

Jasper Ridge Partners sold out of JPMorgan Chase (JPM) in Q4 2014, closing a stake of 7,775 shares — an estimated $468K sold.

Jasper Ridge Partners first reported a position in JPM in Q2 2013 and held it in 6 quarters. The position peaked at $1.35M in Q1 2014. 1,817 funds tracked by Wall St. Rank hold JPM as of Q4 2014.

  • Jasper Ridge Partners reported no remaining JPMorgan Chase position as of Q4 2014 after selling out during the quarter.
  • Jasper Ridge Partners sold 7,775 JPMorgan Chase shares in Q4 2014, an estimated $468K.
  • Jasper Ridge Partners first reported a position in JPMorgan Chase in Q2 2013 and held it in 6 quarters.
  • Jasper Ridge Partners's JPMorgan Chase position peaked at $1.35M in Q1 2014.
  • 1,817 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2014.

Based on Jasper Ridge Partners's 13F filing for Q4 2014, filed 12 Feb 2015.