Manifold Partners’s JPMorgan Chase JPM Stock Holding History

Manifold 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
2014 Q3	–	Sell	-54,447	Closed	-$3.14M	–	82
2014 Q2	$3.14M	Sell	54,447 -6,972	-11%	-$392K	1.82%	17
2014 Q1	$3.73M	Sell	61,419 -1,553	-2%	-$89.8K	2.47%	6
2013 Q4	$3.68M	Sell	62,972 -20,421	-24%	-$1.12M	2.39%	15
2013 Q3	$4.31M	Buy	83,393 +48,230	+137%	+$2.59M	2.77%	8
2013 Q2	$1.86M	Buy	+35,163	New	+$1.79M	1.31%	37

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Manifold Partners's JPM Position: Q3 2014 in Review

Manifold Partners sold out of JPMorgan Chase (JPM) in Q3 2014, closing a stake of 54,447 shares — an estimated $3.14M sold.

Manifold Partners first reported a position in JPM in Q2 2013 and held it in 5 quarters. The position peaked at $4.31M in Q3 2013. 1,698 funds tracked by Wall St. Rank hold JPM as of Q3 2014.

Manifold Partners reported no remaining JPMorgan Chase position as of Q3 2014 after selling out during the quarter.
Manifold Partners sold 54,447 JPMorgan Chase shares in Q3 2014, an estimated $3.14M.
Manifold Partners first reported a position in JPMorgan Chase in Q2 2013 and held it in 5 quarters.
Manifold Partners's JPMorgan Chase position peaked at $4.31M in Q3 2013.
1,698 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2014.

Based on Manifold Partners's 13F filing for Q3 2014, filed 4 Nov 2014.