Otter Creek Advisors’s JPMorgan Chase JPM Stock Holding History

Otter Creek 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 Q1	$1.64M	Buy	+27,000	New	+$1.6M	1.11%	40

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

Otter Creek Advisors's JPM Position: Q1 2015 in Review

Otter Creek Advisors opened a new position in JPMorgan Chase (JPM) in Q1 2015: 27,000 shares worth $1.64M. The stake represents 1.11% of the portfolio and ranks #40 among its holdings.

1,805 funds tracked by Wall St. Rank hold JPM as of Q1 2015.

Otter Creek Advisors held 27,000 shares of JPMorgan Chase worth $1.64M as of Q1 2015.
JPMorgan Chase was a new Otter Creek Advisors position in Q1 2015.
JPMorgan Chase made up 1.11% of Otter Creek Advisors's portfolio in Q1 2015, its #40 holding.
1,805 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2015.

Based on Otter Creek Advisors's 13F filing for Q1 2015, filed 15 May 2015.