JMPWA
FMER

JP Morgan Private Wealth Advisors’s FIRSTMERIT CORP FMER Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio FMER Stock Details FMER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-10,280
Closed -$194K – 1191
2014
Q4 		$194K Buy
+10,280
New +$185K ﹤0.01% 1007
2014
Q3 		– Sell
-10,640
Closed -$210K – 1120
2014
Q2 		$210K Buy
+10,640
New +$208K ﹤0.01% 811

Other funds holding FMER

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Private Wealth Advisors's FMER Position: Q1 2015 in Review

JP Morgan Private Wealth Advisors sold out of FIRSTMERIT CORP (FMER) in Q1 2015, closing a stake of 10,280 shares — an estimated $194K sold.

JP Morgan Private Wealth Advisors first reported a position in FMER in Q2 2014 and held it in 2 quarters. The position peaked at $210K in Q2 2014. 234 funds tracked by Wall St. Rank hold FMER as of Q1 2015.

  • JP Morgan Private Wealth Advisors reported no remaining FIRSTMERIT CORP position as of Q1 2015 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,280 FIRSTMERIT CORP shares in Q1 2015, an estimated $194K.
  • JP Morgan Private Wealth Advisors first reported a position in FIRSTMERIT CORP in Q2 2014 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's FIRSTMERIT CORP position peaked at $210K in Q2 2014.
  • 234 funds tracked by Wall St. Rank held FIRSTMERIT CORP as of Q1 2015.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2015, filed 15 May 2015.