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LGT Capital Partners’s JPMorgan Chase JPM Stock Holding History

LGT Capital Partners’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
Q1 		– Sell
-115,270
Closed -$7.21M – 76
2014
Q4 		$7.21M Sell
115,270
-11,770
-9% -$708K 1.84% 23
2014
Q3 		$7.65M Sell
127,040
-21,400
-14% -$1.25M 1.97% 23
2014
Q2 		$8.55M Buy
+148,440
New +$8.35M 2.01% 22

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

LGT Capital Partners's JPM Position: Q1 2015 in Review

LGT Capital Partners sold out of JPMorgan Chase (JPM) in Q1 2015, closing a stake of 115,270 shares — an estimated $7.21M sold.

LGT Capital Partners first reported a position in JPM in Q2 2014 and held it in 3 quarters. The position peaked at $8.55M in Q2 2014. 1,805 funds tracked by Wall St. Rank hold JPM as of Q1 2015.

  • LGT Capital Partners reported no remaining JPMorgan Chase position as of Q1 2015 after selling out during the quarter.
  • LGT Capital Partners sold 115,270 JPMorgan Chase shares in Q1 2015, an estimated $7.21M.
  • LGT Capital Partners first reported a position in JPMorgan Chase in Q2 2014 and held it in 3 quarters.
  • LGT Capital Partners's JPMorgan Chase position peaked at $8.55M in Q2 2014.
  • 1,805 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2015.

Based on LGT Capital Partners's 13F filing for Q1 2015, filed 21 May 2015.