National Penn Investors Trust’s JPMorgan Chase JPM Stock Holding History

National Penn Investors Trust’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
2016 Q1	$556K	Sell	9,375 -3,677	-28%	-$215K	0.06%	134
2015 Q4	$862K	Sell	13,052 -75	-0.6%	-$4.88K	0.1%	123
2015 Q3	$800K	Sell	13,127 -957	-7%	-$62.7K	0.09%	123
2015 Q2	$954K	Sell	14,084 -2,320	-14%	-$151K	0.1%	119
2015 Q1	$993K	Sell	16,404 -45,640	-74%	-$2.7M	0.1%	118
2014 Q4	$3.88M	Sell	62,044 -12,395	-17%	-$746K	0.44%	49
2014 Q3	$4.48M	Sell	74,439 -315	-0.4%	-$18.4K	0.53%	42
2014 Q2	$4.31M	Buy	74,754 +3,018	+4%	+$170K	0.51%	44
2014 Q1	$4.36M	Sell	71,736 -4,983	-6%	-$288K	0.52%	42
2013 Q4	$4.49M	Buy	76,719 +1,326	+2%	+$72.6K	0.5%	43
2013 Q3	$3.9M	Buy	75,393 +2,810	+4%	+$151K	0.48%	45
2013 Q2	$3.83M	Buy	+72,583	New	+$3.69M	0.49%	43

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

National Penn Investors Trust's JPM Position: Q1 2016 in Review

National Penn Investors Trust reduced its JPMorgan Chase (JPM) stake by 28% in Q1 2016, selling an estimated $215K and leaving 9,375 shares worth $556K. The position accounts for 0.06% of the portfolio, ranked #134.

National Penn Investors Trust first reported a position in JPM in Q2 2013 and has held it in 12 quarters since. The position peaked at $4.49M in Q4 2013. 1,905 funds tracked by Wall St. Rank hold JPM as of Q1 2016.

National Penn Investors Trust held 9,375 shares of JPMorgan Chase worth $556K as of Q1 2016.
National Penn Investors Trust sold 3,677 JPMorgan Chase shares in Q1 2016, an estimated $215K.
JPMorgan Chase made up 0.06% of National Penn Investors Trust's portfolio in Q1 2016, its #134 holding.
National Penn Investors Trust first reported a position in JPMorgan Chase in Q2 2013 and has held it in 12 quarters since.
National Penn Investors Trust's JPMorgan Chase position peaked at $4.49M in Q4 2013.
1,905 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2016.

Based on National Penn Investors Trust's 13F filing for Q1 2016, filed 11 May 2016.