Munder Capital Management’s JPMorgan Chase JPM Stock Holding History

Munder Capital 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
2014 Q3	$231K	Sell	3,825 -641	-14%	-$37.5K	﹤0.01%	555
2014 Q2	$257K	Sell	4,466 -1,455	-25%	-$81.8K	﹤0.01%	550
2014 Q1	$359K	Buy	5,921 +1,242	+27%	+$71.8K	﹤0.01%	538
2013 Q4	$273K	Buy	4,679 +1,443	+45%	+$79.1K	﹤0.01%	547
2013 Q3	$168K	Sell	3,236 -870	-21%	-$46.7K	﹤0.01%	562
2013 Q2	$216K	Buy	+4,106	New	+$209K	﹤0.01%	546

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

Munder Capital Management's JPM Position: Q3 2014 in Review

Munder Capital Management reduced its JPMorgan Chase (JPM) stake by 14% in Q3 2014, selling an estimated $37.5K and leaving 3,825 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

Munder Capital Management first reported a position in JPM in Q2 2013 and has held it in 6 quarters since. The position peaked at $359K in Q1 2014. 1,694 funds tracked by Wall St. Rank hold JPM as of Q3 2014.

Munder Capital Management held 3,825 shares of JPMorgan Chase worth $231K as of Q3 2014.
Munder Capital Management sold 641 JPMorgan Chase shares in Q3 2014, an estimated $37.5K.
JPMorgan Chase made up ﹤0.01% of Munder Capital Management's portfolio in Q3 2014, its #555 holding.
Munder Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 6 quarters since.
Munder Capital Management's JPMorgan Chase position peaked at $359K in Q1 2014.
1,694 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2014.

Based on Munder Capital Management's 13F filing for Q3 2014, filed 31 Oct 2014.