Kemper’s JPMorgan Chase JPM Stock Holding History

Kemper’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
2015 Q2	–	Sell	-32,300	Closed	-$1.96M	–	39
2015 Q1	$1.96M	Hold	32,300	–	–	0.61%	25
2014 Q4	$2.02M	Sell	32,300 -31,700	-50%	-$1.91M	0.62%	23
2014 Q3	$3.85M	Hold	64,000	–	–	1.22%	23
2014 Q2	$3.69M	Hold	64,000	–	–	1.14%	25
2014 Q1	$3.88M	Hold	64,000	–	–	1.17%	23
2013 Q4	$3.74M	Hold	64,000	–	–	1.23%	23
2013 Q3	$3.31M	Hold	64,000	–	–	1.1%	24
2013 Q2	$3.38M	Buy	+64,000	New	+$3.25M	1.13%	18

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kemper's JPM Position: Q2 2015 in Review

Kemper sold out of JPMorgan Chase (JPM) in Q2 2015, closing a stake of 32,300 shares — an estimated $1.96M sold.

Kemper first reported a position in JPM in Q2 2013 and held it in 8 quarters. The position peaked at $3.88M in Q1 2014. 1,848 funds tracked by Wall St. Rank hold JPM as of Q2 2015.

Kemper reported no remaining JPMorgan Chase position as of Q2 2015 after selling out during the quarter.
Kemper sold 32,300 JPMorgan Chase shares in Q2 2015, an estimated $1.96M.
Kemper first reported a position in JPMorgan Chase in Q2 2013 and held it in 8 quarters.
Kemper's JPMorgan Chase position peaked at $3.88M in Q1 2014.
1,848 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2015.

Based on Kemper's 13F filing for Q2 2015, filed 7 Aug 2015.