JP Morgan Chase
NATL

JP Morgan Chase’s National Interstate Corporation NATL Stock Holding History

JP Morgan Chase’s Portfolio NATL Stock Details NATL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-88,699
Closed -$2.38M – 3708
2014
Q1 		$2.38M Buy
+88,699
New +$2.37M ﹤0.01% 2463
2013
Q4 		– Sell
-8,418
Closed -$234K – 4375
2013
Q3 		$234K Buy
+8,418
New +$244K ﹤0.01% 3983

Other funds holding NATL

AFG
American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LOM
Loeb Offshore Management New York $547M AUM 50.11% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
LIM
Longfellow Investment Management Boston, Massachusetts $489M AUM 9.58% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase's NATL Position: Q2 2014 in Review

JP Morgan Chase sold out of National Interstate Corporation (NATL) in Q2 2014, closing a stake of 88,699 shares — an estimated $2.38M sold.

JP Morgan Chase first reported a position in NATL in Q3 2013 and held it in 2 quarters. The position peaked at $2.38M in Q1 2014. 66 funds tracked by Wall St. Rank hold NATL as of Q2 2014.

  • JP Morgan Chase reported no remaining National Interstate Corporation position as of Q2 2014 after selling out during the quarter.
  • JP Morgan Chase sold 88,699 National Interstate Corporation shares in Q2 2014, an estimated $2.38M.
  • JP Morgan Chase first reported a position in National Interstate Corporation in Q3 2013 and held it in 2 quarters.
  • JP Morgan Chase's National Interstate Corporation position peaked at $2.38M in Q1 2014.
  • 66 funds tracked by Wall St. Rank held National Interstate Corporation as of Q2 2014.

Based on JP Morgan Chase's 13F filing for Q2 2014, filed 14 Aug 2014.