Madden Advisory Services’s JPMorgan Chase JPM Stock Holding History

Madden Advisory Services’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 Q4	–	Sell	-1,835	Closed	-$111K	–	335
2014 Q3	$111K	Hold	1,835	–	–	0.06%	117
2014 Q2	$106K	Hold	1,835	–	–	0.05%	114
2014 Q1	$111K	Sell	1,835 -500	-21%	-$28.9K	0.06%	104
2013 Q4	$137K	Hold	2,335	–	–	0.1%	86
2013 Q3	$121K	Sell	2,335 -50	-2%	-$2.68K	0.11%	73
2013 Q2	$126K	Buy	+2,385	New	+$121K	0.1%	77

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Madden Advisory Services's JPM Position: Q4 2014 in Review

Madden Advisory Services sold out of JPMorgan Chase (JPM) in Q4 2014, closing a stake of 1,835 shares — an estimated $111K sold.

Madden Advisory Services first reported a position in JPM in Q2 2013 and held it in 6 quarters. The position peaked at $137K in Q4 2013. 1,814 funds tracked by Wall St. Rank hold JPM as of Q4 2014.

Madden Advisory Services reported no remaining JPMorgan Chase position as of Q4 2014 after selling out during the quarter.
Madden Advisory Services sold 1,835 JPMorgan Chase shares in Q4 2014, an estimated $111K.
Madden Advisory Services first reported a position in JPMorgan Chase in Q2 2013 and held it in 6 quarters.
Madden Advisory Services's JPMorgan Chase position peaked at $137K in Q4 2013.
1,814 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2014.

Based on Madden Advisory Services's 13F filing for Q4 2014, filed 3 Feb 2015.