OTA LLC’s JPMorgan Chase JPM Stock Holding History

OTA LLC’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 Q2	$772K	Buy	+13,399	New	+$753K	1.02%	27

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

Norges Bank Oslo, Norway $935B AUM

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

OTA LLC's JPM Position: Q2 2014 in Review

OTA LLC opened a new position in JPMorgan Chase (JPM) in Q2 2014: 13,399 shares worth $772K. The stake represents 1.02% of the portfolio and ranks #27 among its holdings.

1,694 funds tracked by Wall St. Rank hold JPM as of Q2 2014.

OTA LLC held 13,399 shares of JPMorgan Chase worth $772K as of Q2 2014.
JPMorgan Chase was a new OTA LLC position in Q2 2014.
JPMorgan Chase made up 1.02% of OTA LLC's portfolio in Q2 2014, its #27 holding.
1,694 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2014.

Based on OTA LLC's 13F filing for Q2 2014, filed 8 Aug 2014.