Old Mutual Customised Solutions’s JPMorgan Chase JPM Stock Holding History

Old Mutual Customised Solutions’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
2018 Q2	$7.67M	Buy	73,608 +1,700	+2%	+$186K	0.76%	20
2018 Q1	$7.91M	Sell	71,908 -800	-1%	-$90.6K	0.81%	19
2017 Q4	$7.78M	Sell	72,708 -600	-0.8%	-$60.8K	0.79%	19
2017 Q3	$7M	Buy	73,308 +1,600	+2%	+$148K	0.95%	12
2017 Q2	$6.55M	Buy	71,708 +1,400	+2%	+$121K	0.97%	13
2017 Q1	$6.18M	Buy	70,308 +3,508	+5%	+$309K	0.95%	12
2016 Q4	$5.76M	Buy	66,800 +28,400	+74%	+$2.17M	1.06%	8
2016 Q3	$2.56M	Sell	38,400 -17,000	-31%	-$1.11M	0.73%	21
2016 Q2	$3.44M	Buy	55,400 +100	+0.2%	+$6.25K	0.87%	18
2016 Q1	$3.27M	Sell	55,300 -9,700	-15%	-$566K	0.85%	19
2015 Q4	$4.29M	Sell	65,000 -3,400	-5%	-$221K	1.08%	13
2015 Q3	$4.17M	Sell	68,400 -7,500	-10%	-$491K	1.13%	8
2015 Q2	$5.14M	Hold	75,900	–	–	1.22%	8
2015 Q1	$4.6M	Hold	75,900	–	–	1.11%	12
2014 Q4	$4.75M	Sell	75,900 -2,800	-4%	-$168K	1.35%	7
2014 Q3	$4.74M	Sell	78,700 -4,200	-5%	-$246K	1.34%	9
2014 Q2	$4.78M	Sell	82,900 -3,000	-3%	-$169K	1.15%	11
2014 Q1	$5.21M	Buy	85,900 +3,500	+4%	+$202K	1.31%	8
2013 Q4	$4.82M	Buy	82,400 +600	+0.7%	+$32.9K	1.26%	8
2013 Q3	$4.23M	Buy	81,800 +900	+1%	+$48.3K	1.19%	10
2013 Q2	$4.27M	Buy	+80,900	New	+$4.11M	1.24%	8

Other funds holding JPM

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Old Mutual Customised Solutions's JPM Position: Q2 2018 in Review

Old Mutual Customised Solutions increased its JPMorgan Chase (JPM) stake by 2.4% in Q2 2018, buying an estimated $186K and bringing the position to 73,608 shares worth $7.67M. The position accounts for 0.76% of the portfolio, ranked #20.

Old Mutual Customised Solutions first reported a position in JPM in Q2 2013 and has held it in 21 quarters since. The position peaked at $7.91M in Q1 2018. 2,436 funds tracked by Wall St. Rank hold JPM as of Q2 2018.

Old Mutual Customised Solutions held 73,608 shares of JPMorgan Chase worth $7.67M as of Q2 2018.
Old Mutual Customised Solutions bought 1,700 JPMorgan Chase shares in Q2 2018, an estimated $186K.
JPMorgan Chase made up 0.76% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #20 holding.
Old Mutual Customised Solutions first reported a position in JPMorgan Chase in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's JPMorgan Chase position peaked at $7.91M in Q1 2018.
2,436 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.