Merit Investment Management’s JPMorgan Chase JPM Stock Holding History

Merit Investment Management’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	$5.06M	Buy	+86,505	New	+$4.74M	5.78%	5

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

Merit Investment Management's JPM Position: Q4 2013 in Review

Merit Investment Management opened a new position in JPMorgan Chase (JPM) in Q4 2013: 86,505 shares worth $5.06M. The stake represents 5.78% of the portfolio and ranks #5 among its holdings.

1,732 funds tracked by Wall St. Rank hold JPM as of Q4 2013.

Merit Investment Management held 86,505 shares of JPMorgan Chase worth $5.06M as of Q4 2013.
JPMorgan Chase was a new Merit Investment Management position in Q4 2013.
JPMorgan Chase made up 5.78% of Merit Investment Management's portfolio in Q4 2013, its #5 holding.
1,732 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2013.

Based on Merit Investment Management's 13F filing for Q4 2013, filed 11 Feb 2014.