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Lansdowne Partners Limited Partnership’s JPMorgan Chase JPM Stock Holding History

Lansdowne Partners Limited Partnership’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 		$1.3B Buy
21,358,137
+351,889
+2% +$20.3M 10.9% 2
2013
Q4 		$1.23B Buy
21,006,248
+2,136,614
+11% +$117M 10.64% 1
2013
Q3 		$975M Buy
18,869,634
+3,628,886
+24% +$195M 10.64% 2
2013
Q2 		$805M Buy
+15,240,748
New +$775M 10.15% 4

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

Lansdowne Partners Limited Partnership's JPM Position: Q1 2014 in Review

Lansdowne Partners Limited Partnership increased its JPMorgan Chase (JPM) stake by 1.7% in Q1 2014, buying an estimated $20.3M and bringing the position to 21,358,137 shares worth $1.3B. The position accounts for 10.9% of the portfolio, ranked #2.

Lansdowne Partners Limited Partnership first reported a position in JPM in Q2 2013 and has held it in 4 quarters since. 1,723 funds tracked by Wall St. Rank hold JPM as of Q1 2014.

  • Lansdowne Partners Limited Partnership held 21,358,137 shares of JPMorgan Chase worth $1.3B as of Q1 2014.
  • Lansdowne Partners Limited Partnership bought 351,889 JPMorgan Chase shares in Q1 2014, an estimated $20.3M.
  • JPMorgan Chase made up 10.9% of Lansdowne Partners Limited Partnership's portfolio in Q1 2014, its #2 holding.
  • Lansdowne Partners Limited Partnership first reported a position in JPMorgan Chase in Q2 2013 and has held it in 4 quarters since.
  • 1,723 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2014.

Based on Lansdowne Partners Limited Partnership's 13F filing for Q1 2014, filed 14 May 2014.