Long Wharf Investors’s JPMorgan Chase JPM Stock Holding History

Long Wharf Investors’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	$379K	Sell	6,578 -499	-7%	-$28.1K	0.3%	118
2014 Q1	$430K	Buy	+7,077	New	+$409K	0.37%	108

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

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 Los Angeles, California $733B AUM 35.63% 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

Norges Bank Oslo, Norway $935B AUM

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

Long Wharf Investors's JPM Position: Q2 2014 in Review

Long Wharf Investors reduced its JPMorgan Chase (JPM) stake by 7.1% in Q2 2014, selling an estimated $28.1K and leaving 6,578 shares worth $379K. The position accounts for 0.3% of the portfolio, ranked #118.

Long Wharf Investors first reported a position in JPM in Q1 2014 and has held it in 2 quarters since. The position peaked at $430K in Q1 2014. 1,692 funds tracked by Wall St. Rank hold JPM as of Q2 2014.

Long Wharf Investors held 6,578 shares of JPMorgan Chase worth $379K as of Q2 2014.
Long Wharf Investors sold 499 JPMorgan Chase shares in Q2 2014, an estimated $28.1K.
JPMorgan Chase made up 0.3% of Long Wharf Investors's portfolio in Q2 2014, its #118 holding.
Long Wharf Investors first reported a position in JPMorgan Chase in Q1 2014 and has held it in 2 quarters since.
Long Wharf Investors's JPMorgan Chase position peaked at $430K in Q1 2014.
1,692 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2014.

Based on Long Wharf Investors's 13F filing for Q2 2014, filed 4 Aug 2014.