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Michael B. Elefante’s JPMorgan Chase JPM Stock Holding History

Michael B. Elefante’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 		$210K Sell
3,359
-3,105
-48% -$187K 0.23% 76
2014
Q3 		$389K Sell
6,464
-110
-2% -$6.43K 0.17% 68
2014
Q2 		$379K Sell
6,574
-55
-0.8% -$3.09K 0.16% 72
2014
Q1 		$402K Buy
6,629
+1,215
+22% +$70.2K 0.17% 67
2013
Q4 		$317K Buy
5,414
+44
+0.8% +$2.41K 0.15% 78
2013
Q3 		$278K Buy
5,370
+5,294
+6,966% +$284K 0.14% 75
2013
Q2 		$4K Buy
+76
New +$3.86K ﹤0.01% 108

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
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
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Michael B. Elefante's JPM Position: Q4 2014 in Review

Michael B. Elefante reduced its JPMorgan Chase (JPM) stake by 48% in Q4 2014, selling an estimated $187K and leaving 3,359 shares worth $210K. The position accounts for 0.23% of the portfolio, ranked #76.

Michael B. Elefante first reported a position in JPM in Q2 2013 and has held it in 7 quarters since. The position peaked at $402K in Q1 2014. 1,817 funds tracked by Wall St. Rank hold JPM as of Q4 2014.

  • Michael B. Elefante held 3,359 shares of JPMorgan Chase worth $210K as of Q4 2014.
  • Michael B. Elefante sold 3,105 JPMorgan Chase shares in Q4 2014, an estimated $187K.
  • JPMorgan Chase made up 0.23% of Michael B. Elefante's portfolio in Q4 2014, its #76 holding.
  • Michael B. Elefante first reported a position in JPMorgan Chase in Q2 2013 and has held it in 7 quarters since.
  • Michael B. Elefante's JPMorgan Chase position peaked at $402K in Q1 2014.
  • 1,817 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2014.

Based on Michael B. Elefante's 13F filing for Q4 2014, filed 13 Feb 2015.