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Killen Group’s JPMorgan Chase JPM Stock Holding History

Killen Group’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
2016
Q1 		$2.97M Sell
50,193
-4,262
-8% -$249K 0.34% 78
2015
Q4 		$3.6M Sell
54,455
-1,038
-2% -$67.6K 0.37% 75
2015
Q3 		$3.38M Sell
55,493
-1,407
-2% -$92.2K 0.32% 76
2015
Q2 		$3.86M Buy
56,900
+3,962
+7% +$259K 0.29% 80
2015
Q1 		$3.21M Sell
52,938
-1,572
-3% -$93.1K 0.23% 84
2014
Q4 		$3.41M Sell
54,510
-6,118
-10% -$368K 0.22% 83
2014
Q3 		$3.65M Buy
60,628
+323
+0.5% +$18.9K 0.2% 93
2014
Q2 		$3.48M Sell
60,305
-230,277
-79% -$12.9M 0.18% 97
2014
Q1 		$17.6M Buy
290,582
+102
+0% +$5.89K 0.96% 37
2013
Q4 		$17M Buy
290,480
+129,853
+81% +$7.11M 0.97% 50
2013
Q3 		$8.3M Sell
160,627
-103,223
-39% -$5.54M 0.5% 81
2013
Q2 		$13.9M Buy
+263,850
New +$13.4M 0.99% 53

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
Capital World Investors
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Killen Group's JPM Position: Q1 2016 in Review

Killen Group reduced its JPMorgan Chase (JPM) stake by 7.8% in Q1 2016, selling an estimated $249K and leaving 50,193 shares worth $2.97M. The position accounts for 0.34% of the portfolio, ranked #78.

Killen Group first reported a position in JPM in Q2 2013 and has held it in 12 quarters since. The position peaked at $17.6M in Q1 2014. 1,904 funds tracked by Wall St. Rank hold JPM as of Q1 2016.

  • Killen Group held 50,193 shares of JPMorgan Chase worth $2.97M as of Q1 2016.
  • Killen Group sold 4,262 JPMorgan Chase shares in Q1 2016, an estimated $249K.
  • JPMorgan Chase made up 0.34% of Killen Group's portfolio in Q1 2016, its #78 holding.
  • Killen Group first reported a position in JPMorgan Chase in Q2 2013 and has held it in 12 quarters since.
  • Killen Group's JPMorgan Chase position peaked at $17.6M in Q1 2014.
  • 1,904 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2016.

Based on Killen Group's 13F filing for Q1 2016, filed 27 Apr 2016.