JP Morgan Chase
FMD

JP Morgan Chase’s FIRST MARBLEHEAD CORP COM STK NEW (DE) FMD Stock Holding History

JP Morgan Chase’s Portfolio FMD Stock Details FMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-5,998
Closed -$49K – 4381
2013
Q3 		$49K Buy
5,998
+2,301
+62% +$28.5K ﹤0.01% 4262
2013
Q2 		$44K Buy
+3,697
New +$43.2K ﹤0.01% 4287

Other funds holding FMD

SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MVM
McClain Value Management New Canaan, Connecticut $50.9M AUM 16.06% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase's FMD Position: Q4 2013 in Review

JP Morgan Chase sold out of FIRST MARBLEHEAD CORP COM STK NEW (DE) (FMD) in Q4 2013, closing a stake of 5,998 shares — an estimated $49K sold.

JP Morgan Chase first reported a position in FMD in Q2 2013 and held it in 2 quarters. The position peaked at $49K in Q3 2013. 46 funds tracked by Wall St. Rank hold FMD as of Q4 2013.

  • JP Morgan Chase reported no remaining FIRST MARBLEHEAD CORP COM STK NEW (DE) position as of Q4 2013 after selling out during the quarter.
  • JP Morgan Chase sold 5,998 FIRST MARBLEHEAD CORP COM STK NEW (DE) shares in Q4 2013, an estimated $49K.
  • JP Morgan Chase first reported a position in FIRST MARBLEHEAD CORP COM STK NEW (DE) in Q2 2013 and held it in 2 quarters.
  • JP Morgan Chase's FIRST MARBLEHEAD CORP COM STK NEW (DE) position peaked at $49K in Q3 2013.
  • 46 funds tracked by Wall St. Rank held FIRST MARBLEHEAD CORP COM STK NEW (DE) as of Q4 2013.

Based on JP Morgan Chase's 13F filing for Q4 2013, filed 13 Feb 2014.