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KMS Financial Services’s JPMorgan Chase JPM Stock Holding History

KMS Financial Services’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
Q3 		$4.52M Buy
75,025
+6,763
+10% +$395K 0.63% 28
2014
Q2 		$3.93M Buy
68,262
+148
+0.2% +$8.32K 0.56% 33
2014
Q1 		$4.13M Buy
68,114
+10,977
+19% +$634K 0.65% 22
2013
Q4 		$3.34M Buy
57,137
+36,976
+183% +$2.03M 0.56% 33
2013
Q3 		$1.04M Buy
20,161
+9,725
+93% +$522K 0.25% 98
2013
Q2 		$551K Buy
+10,436
New +$531K 0.15% 161

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

KMS Financial Services's JPM Position: Q3 2014 in Review

KMS Financial Services increased its JPMorgan Chase (JPM) stake by 9.9% in Q3 2014, buying an estimated $395K and bringing the position to 75,025 shares worth $4.52M. The position accounts for 0.63% of the portfolio, ranked #28.

KMS Financial Services first reported a position in JPM in Q2 2013 and has held it in 6 quarters since. 1,694 funds tracked by Wall St. Rank hold JPM as of Q3 2014.

  • KMS Financial Services held 75,025 shares of JPMorgan Chase worth $4.52M as of Q3 2014.
  • KMS Financial Services bought 6,763 JPMorgan Chase shares in Q3 2014, an estimated $395K.
  • JPMorgan Chase made up 0.63% of KMS Financial Services's portfolio in Q3 2014, its #28 holding.
  • KMS Financial Services first reported a position in JPMorgan Chase in Q2 2013 and has held it in 6 quarters since.
  • 1,694 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.