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Kames Capital Management’s JPMorgan Chase JPM Stock Holding History

Kames 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
2014
Q4 		$2.75M Hold
43,902
– – 0.08% 88
2014
Q3 		$2.64M Hold
43,902
– – 0.08% 95
2014
Q2 		$2.53M Sell
43,902
-651,671
-94% -$36.6M 0.08% 95
2014
Q1 		$42.2M Sell
695,573
-37,392
-5% -$2.16M 1.34% 28
2013
Q4 		$42.9M Sell
732,965
-124,281
-14% -$6.81M 1.43% 23
2013
Q3 		$44.3M Sell
857,246
-18,193
-2% -$976K 1.37% 19
2013
Q2 		$46.2M Buy
+875,439
New +$44.5M 1.62% 18

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

Kames Capital Management's JPM Position: Q4 2014 in Review

Kames Capital Management held its JPMorgan Chase (JPM) position steady in Q4 2014 at 43,902 shares worth $2.75M. The position accounts for 0.08% of the portfolio, ranked #88.

Kames Capital Management first reported a position in JPM in Q2 2013 and has held it in 7 quarters since. The position peaked at $46.2M in Q2 2013. 1,814 funds tracked by Wall St. Rank hold JPM as of Q4 2014.

  • Kames Capital Management held 43,902 shares of JPMorgan Chase worth $2.75M as of Q4 2014.
  • Kames Capital Management left its JPMorgan Chase share count unchanged in Q4 2014.
  • JPMorgan Chase made up 0.08% of Kames Capital Management's portfolio in Q4 2014, its #88 holding.
  • Kames Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 7 quarters since.
  • Kames Capital Management's JPMorgan Chase position peaked at $46.2M in Q2 2013.
  • 1,814 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2014.

Based on Kames Capital Management's 13F filing for Q4 2014, filed 3 Feb 2015.