Legg Mason Asset Management’s JPMorgan Chase JPM Stock Holding History

Legg Mason 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
2016 Q3	–	Sell	-11,300	Closed	-$703K	–	106
2016 Q2	$703K	Sell	11,300 -12,500	-53%	-$781K	0.76%	61
2016 Q1	$1.41M	Hold	23,800	–	–	1.45%	5
2015 Q4	$1.57M	Sell	23,800 -1,300	-5%	-$84.7K	1.64%	7
2015 Q3	$1.53M	Sell	25,100 -1,200	-5%	-$78.6K	1.55%	8
2015 Q2	$1.78M	Sell	26,300 -2,100	-7%	-$137K	1.62%	6
2015 Q1	$1.72M	Sell	28,400 -3,900	-12%	-$231K	1.4%	9
2014 Q4	$2.02M	Sell	32,300 -4,100	-11%	-$247K	1.53%	8
2014 Q3	$2.19M	Sell	36,400 -4,300	-11%	-$251K	1.54%	10
2014 Q2	$2.35M	Sell	40,700 -3,700	-8%	-$208K	1.48%	13
2014 Q1	$2.7M	Sell	44,400 -5,100	-10%	-$295K	1.59%	9
2013 Q4	$2.9M	Sell	49,500 -9,200	-16%	-$504K	1.67%	7
2013 Q3	$3.04M	Sell	58,700 -5,300	-8%	-$284K	1.64%	7
2013 Q2	$3.38M	Buy	+64,000	New	+$3.25M	1.81%	9

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legg Mason Asset Management's JPM Position: Q3 2016 in Review

Legg Mason Asset Management sold out of JPMorgan Chase (JPM) in Q3 2016, closing a stake of 11,300 shares — an estimated $703K sold.

Legg Mason Asset Management first reported a position in JPM in Q2 2013 and held it in 13 quarters. The position peaked at $3.38M in Q2 2013. 1,923 funds tracked by Wall St. Rank hold JPM as of Q3 2016.

Legg Mason Asset Management reported no remaining JPMorgan Chase position as of Q3 2016 after selling out during the quarter.
Legg Mason Asset Management sold 11,300 JPMorgan Chase shares in Q3 2016, an estimated $703K.
Legg Mason Asset Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 13 quarters.
Legg Mason Asset Management's JPMorgan Chase position peaked at $3.38M in Q2 2013.
1,923 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2016.

Based on Legg Mason Asset Management's 13F filing for Q3 2016, filed 14 Nov 2016.