Kovitz Investment Group’s JPMorgan Chase JPM Stock Holding History

Kovitz Investment 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
2015 Q4	$68.7M	Sell	1,039,923 -30,332	-3%	-$1.98M	4.23%	6
2015 Q3	$65.3M	Sell	1,070,255 -42,179	-4%	-$2.76M	3.8%	7
2015 Q2	$75.4M	Sell	1,112,434 -53,959	-5%	-$3.52M	4.19%	4
2015 Q1	$70.7M	Sell	1,166,393 -40,165	-3%	-$2.38M	3.88%	6
2014 Q4	$75.5M	Sell	1,206,558 -3,832	-0.3%	-$231K	3.72%	6
2014 Q3	$72.8M	Buy	1,210,390 +13,266	+1%	+$775K	3.74%	5
2014 Q2	$69M	Buy	1,197,124 +132,527	+12%	+$7.45M	3.59%	7
2014 Q1	$64.5M	Sell	1,064,597 -52,230	-5%	-$3.02M	3.31%	5
2013 Q4	$65.3M	Buy	1,116,827 +1,099,971	+6,526%	+$60.3M	2.98%	14
2013 Q3	$871K	Sell	16,856 -700	-4%	-$37.5K	0.04%	76
2013 Q2	$927K	Buy	+17,556	New	+$893K	0.05%	72

Other funds holding JPM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BIT

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kovitz Investment Group's JPM Position: Q4 2015 in Review

Kovitz Investment Group reduced its JPMorgan Chase (JPM) stake by 2.8% in Q4 2015, selling an estimated $1.98M and leaving 1,039,923 shares worth $68.7M. The position accounts for 4.23% of the portfolio, ranked #6.

Kovitz Investment Group first reported a position in JPM in Q2 2013 and has held it in 11 quarters since. The position peaked at $75.5M in Q4 2014. 1,945 funds tracked by Wall St. Rank hold JPM as of Q4 2015.

Kovitz Investment Group held 1,039,923 shares of JPMorgan Chase worth $68.7M as of Q4 2015.
Kovitz Investment Group sold 30,332 JPMorgan Chase shares in Q4 2015, an estimated $1.98M.
JPMorgan Chase made up 4.23% of Kovitz Investment Group's portfolio in Q4 2015, its #6 holding.
Kovitz Investment Group first reported a position in JPMorgan Chase in Q2 2013 and has held it in 11 quarters since.
Kovitz Investment Group's JPMorgan Chase position peaked at $75.5M in Q4 2014.
1,945 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2015.

Based on Kovitz Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.