LMF
JPM icon

LMR Master Fund’s JPMorgan Chase JPM Stock Holding History

LMR Master Fund’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
2013
Q4 		$4.56M Buy
77,953
+65,337
+518% +$3.58M 0.47% 55
2013
Q3 		$653K Sell
12,616
-46,979
-79% -$2.52M 0.12% 182
2013
Q2 		$3.15M Buy
+59,595
New +$3.03M 0.28% 109

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

LMR Master Fund's JPM Position: Q4 2013 in Review

LMR Master Fund increased its JPMorgan Chase (JPM) stake by 518% in Q4 2013, buying an estimated $3.58M and bringing the position to 77,953 shares worth $4.56M. The position accounts for 0.47% of the portfolio, ranked #55.

LMR Master Fund first reported a position in JPM in Q2 2013 and has held it in 3 quarters since. 1,732 funds tracked by Wall St. Rank hold JPM as of Q4 2013.

  • LMR Master Fund held 77,953 shares of JPMorgan Chase worth $4.56M as of Q4 2013.
  • LMR Master Fund bought 65,337 JPMorgan Chase shares in Q4 2013, an estimated $3.58M.
  • JPMorgan Chase made up 0.47% of LMR Master Fund's portfolio in Q4 2013, its #55 holding.
  • LMR Master Fund first reported a position in JPMorgan Chase in Q2 2013 and has held it in 3 quarters since.
  • 1,732 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2013.

Based on LMR Master Fund's 13F filing for Q4 2013, filed 14 Feb 2014.