Laidlaw Group’s JPMorgan Chase JPM Stock Holding History

Laidlaw 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
2014 Q1	–	Sell	-3,709	Closed	-$217K	–	88
2013 Q4	$217K	Buy	+3,709	New	+$203K	0.12%	80

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

BIT

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Laidlaw Group's JPM Position: Q1 2014 in Review

Laidlaw Group sold out of JPMorgan Chase (JPM) in Q1 2014, closing a stake of 3,709 shares — an estimated $217K sold.

Laidlaw Group first reported a position in JPM in Q4 2013 and held it in 1 quarter. The position peaked at $217K in Q4 2013. 1,724 funds tracked by Wall St. Rank hold JPM as of Q1 2014.

Laidlaw Group reported no remaining JPMorgan Chase position as of Q1 2014 after selling out during the quarter.
Laidlaw Group sold 3,709 JPMorgan Chase shares in Q1 2014, an estimated $217K.
Laidlaw Group first reported a position in JPMorgan Chase in Q4 2013 and held it in 1 quarter.
Laidlaw Group's JPMorgan Chase position peaked at $217K in Q4 2013.
1,724 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2014.

Based on Laidlaw Group's 13F filing for Q1 2014, filed 30 Apr 2014.