JCM
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JD Capital Management’s JPMorgan Chase JPM Stock Holding History

JD Capital Management’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 		– Sell
-40,700
Closed -$2.55M – 83
2014
Q4 		$2.55M Sell
40,700
-56,300
-58% -$3.39M 0.43% 82
2014
Q3 		$5.84M Buy
97,000
+21,200
+28% +$1.24M 0.78% 29
2014
Q2 		$4.37M Buy
75,800
+50,800
+203% +$2.86M 0.49% 59
2014
Q1 		$1.52M Buy
+25,000
New +$1.44M 0.3% 79
2013
Q4 		– Sell
-396,800
Closed -$20.5M – 112
2013
Q3 		$20.5M Buy
396,800
+271,400
+216% +$14.6M 2.12% 9
2013
Q2 		$6.62M Buy
+125,400
New +$6.38M 0.5% 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 $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