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Lilley & Co’s JPMorgan Chase JPM Stock Holding History

Lilley & Co’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
Q2 		$1.72M Buy
29,836
+407
+1% +$22.9K 0.77% 36
2014
Q1 		$1.79M Buy
29,429
+2,722
+10% +$157K 0.82% 35
2013
Q4 		$1.56M Buy
26,707
+2,732
+11% +$150K 0.73% 39
2013
Q3 		$1.24M Buy
23,975
+500
+2% +$26.8K 0.65% 46
2013
Q2 		$1.24M Buy
+23,475
New +$1.19M 0.67% 45

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lilley & Co's JPM Position: Q2 2014 in Review

Lilley & Co increased its JPMorgan Chase (JPM) stake by 1.4% in Q2 2014, buying an estimated $22.9K and bringing the position to 29,836 shares worth $1.72M. The position accounts for 0.77% of the portfolio, ranked #36.

Lilley & Co first reported a position in JPM in Q2 2013 and has held it in 5 quarters since. The position peaked at $1.79M in Q1 2014. 1,692 funds tracked by Wall St. Rank hold JPM as of Q2 2014.

  • Lilley & Co held 29,836 shares of JPMorgan Chase worth $1.72M as of Q2 2014.
  • Lilley & Co bought 407 JPMorgan Chase shares in Q2 2014, an estimated $22.9K.
  • JPMorgan Chase made up 0.77% of Lilley & Co's portfolio in Q2 2014, its #36 holding.
  • Lilley & Co first reported a position in JPMorgan Chase in Q2 2013 and has held it in 5 quarters since.
  • Lilley & Co's JPMorgan Chase position peaked at $1.79M in Q1 2014.
  • 1,692 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2014.

Based on Lilley & Co's 13F filing for Q2 2014, filed 14 Jul 2014.