Kokusai Asset Management’s JPMorgan Chase JPM Stock Holding History

Kokusai Asset 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
2015 Q2	$1.93M	Sell	28,468 -1,800	-6%	-$118K	1.78%	17
2015 Q1	$1.83M	Sell	30,268 -2,300	-7%	-$136K	1.92%	19
2014 Q4	$2.04M	Sell	32,568 -1,800	-5%	-$108K	3.1%	15
2014 Q3	$2.07M	Sell	34,368 -2,700	-7%	-$158K	3.07%	17
2014 Q2	$2.14M	Buy	37,068 +1,500	+4%	+$84.3K	2.97%	19
2014 Q1	$2.16M	Sell	35,568 -1,400	-4%	-$80.9K	2.99%	19
2013 Q4	$2.17M	Sell	36,968 -4,800	-11%	-$263K	2.87%	19
2013 Q3	$2.16M	Sell	41,768 -16,500	-28%	-$885K	2.71%	21
2013 Q2	$3.08M	Buy	+58,268	New	+$2.96M	3.79%	10

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

Kokusai Asset Management's JPM Position: Q2 2015 in Review

Kokusai Asset Management reduced its JPMorgan Chase (JPM) stake by 5.9% in Q2 2015, selling an estimated $118K and leaving 28,468 shares worth $1.93M. The position accounts for 1.78% of the portfolio, ranked #17.

Kokusai Asset Management first reported a position in JPM in Q2 2013 and has held it in 9 quarters since. The position peaked at $3.08M in Q2 2013. 1,849 funds tracked by Wall St. Rank hold JPM as of Q2 2015.

Kokusai Asset Management held 28,468 shares of JPMorgan Chase worth $1.93M as of Q2 2015.
Kokusai Asset Management sold 1,800 JPMorgan Chase shares in Q2 2015, an estimated $118K.
JPMorgan Chase made up 1.78% of Kokusai Asset Management's portfolio in Q2 2015, its #17 holding.
Kokusai Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 9 quarters since.
Kokusai Asset Management's JPMorgan Chase position peaked at $3.08M in Q2 2013.
1,849 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2015.

Based on Kokusai Asset Management's 13F filing for Q2 2015, filed 24 Jul 2015.