Oak Hill Advisors’s JPMorgan Chase JPM Stock Holding History

Oak Hill Advisors’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 Q4	–	Sell	-70,836	Closed	-$4.32M	–	28
2015 Q3	$4.32M	Hold	70,836	–	–	0.69%	15
2015 Q2	$4.8M	Sell	70,836 -219,164	-76%	-$14.3M	0.86%	14
2015 Q1	$17.6M	Hold	290,000	–	–	3.09%	8
2014 Q4	$18.1M	Hold	290,000	–	–	3.15%	9
2014 Q3	$17.5M	Hold	290,000	–	–	1.97%	9
2014 Q2	$16.7M	Buy	+290,000	New	+$16.3M	2.2%	8

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BIT

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Oak Hill Advisors's JPM Position: Q4 2015 in Review

Oak Hill Advisors sold out of JPMorgan Chase (JPM) in Q4 2015, closing a stake of 70,836 shares — an estimated $4.32M sold.

Oak Hill Advisors first reported a position in JPM in Q2 2014 and held it in 6 quarters. The position peaked at $18.1M in Q4 2014. 1,945 funds tracked by Wall St. Rank hold JPM as of Q4 2015.

Oak Hill Advisors reported no remaining JPMorgan Chase position as of Q4 2015 after selling out during the quarter.
Oak Hill Advisors sold 70,836 JPMorgan Chase shares in Q4 2015, an estimated $4.32M.
Oak Hill Advisors first reported a position in JPMorgan Chase in Q2 2014 and held it in 6 quarters.
Oak Hill Advisors's JPMorgan Chase position peaked at $18.1M in Q4 2014.
1,945 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2015.

Based on Oak Hill Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.