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MDE Group’s JPMorgan Chase JPM Stock Holding History

MDE Group’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
2015
Q1 		$487K Sell
8,040
-287
-3% -$17K 0.13% 28
2014
Q4 		$521K Sell
8,327
-225
-3% -$13.5K 0.13% 25
2014
Q3 		$515K Sell
8,552
-1,577
-16% -$92.2K 0.13% 22
2014
Q2 		$584K Buy
10,129
+1,293
+15% +$72.7K 0.13% 22
2014
Q1 		$536K Buy
8,836
+208
+2% +$12K 0.11% 25
2013
Q4 		$505K Buy
8,628
+664
+8% +$36.4K 0.09% 27
2013
Q3 		$412K Sell
7,964
-562
-7% -$30.1K 0.07% 32
2013
Q2 		$450K Buy
+8,526
New +$433K 0.07% 27

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

MDE Group's JPM Position: Q1 2015 in Review

MDE Group reduced its JPMorgan Chase (JPM) stake by 3.4% in Q1 2015, selling an estimated $17K and leaving 8,040 shares worth $487K. The position accounts for 0.13% of the portfolio, ranked #28.

MDE Group first reported a position in JPM in Q2 2013 and has held it in 8 quarters since. The position peaked at $584K in Q2 2014. 1,805 funds tracked by Wall St. Rank hold JPM as of Q1 2015.

  • MDE Group held 8,040 shares of JPMorgan Chase worth $487K as of Q1 2015.
  • MDE Group sold 287 JPMorgan Chase shares in Q1 2015, an estimated $17K.
  • JPMorgan Chase made up 0.13% of MDE Group's portfolio in Q1 2015, its #28 holding.
  • MDE Group first reported a position in JPMorgan Chase in Q2 2013 and has held it in 8 quarters since.
  • MDE Group's JPMorgan Chase position peaked at $584K in Q2 2014.
  • 1,805 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2015.

Based on MDE Group's 13F filing for Q1 2015, filed 22 Apr 2015.