JP Morgan Chase
USB.PRN.CL

JP Morgan Chase’s U.S. Bancorp USB.PRN.CL Stock Holding History

JP Morgan Chase’s Portfolio USB.PRN.CL Stock Details USB.PRN.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-191,000
Closed -$8.59M – 4526
2014
Q4 		$8.59M Buy
191,000
+22,300
+13% +$608K ﹤0.01% 2054
2014
Q3 		$7.06M Buy
+168,700
New +$4.61M ﹤0.01% 2148
2014
Q1 		– Sell
-262,000
Closed -$10.6M – 4256
2013
Q4 		$10.6M Buy
262,000
+242,500
+1,244% +$6.61M ﹤0.01% 1737
2013
Q3 		$713K Sell
19,500
-1,800
-8% -$48.4K ﹤0.01% 3459
2013
Q2 		$770K Buy
+21,300
New +$593K ﹤0.01% 3407

Other funds holding USB.PRN.CL

GJIC
Gamble Jones Investment Counsel Pasadena, California $1.33B AUM 11.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
FPC
Falcon Point Capital San Francisco, California $11.9M AUM 55.76% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
NCM
Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return