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Palisades Investment Partners’s JPMorgan Chase JPM Stock Holding History

Palisades Investment Partners’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 		$1.33M Sell
23,155
-15,900
-41% -$894K 2.38% 7
2014
Q1 		$2.37M Buy
39,055
+20,000
+105% +$1.16M 2.57% 6
2013
Q4 		$1.12M Sell
19,055
-6,600
-26% -$362K 1.24% 34
2013
Q3 		$1.33M Hold
25,655
– – 1.25% 33
2013
Q2 		$1.35M Buy
+25,655
New +$1.3M 1.35% 30

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Palisades Investment Partners's JPM Position: Q2 2014 in Review

Palisades Investment Partners reduced its JPMorgan Chase (JPM) stake by 41% in Q2 2014, selling an estimated $894K and leaving 23,155 shares worth $1.33M. The position accounts for 2.38% of the portfolio, ranked #7.

Palisades Investment Partners first reported a position in JPM in Q2 2013 and has held it in 5 quarters since. The position peaked at $2.37M in Q1 2014. 1,693 funds tracked by Wall St. Rank hold JPM as of Q2 2014.

  • Palisades Investment Partners held 23,155 shares of JPMorgan Chase worth $1.33M as of Q2 2014.
  • Palisades Investment Partners sold 15,900 JPMorgan Chase shares in Q2 2014, an estimated $894K.
  • JPMorgan Chase made up 2.38% of Palisades Investment Partners's portfolio in Q2 2014, its #7 holding.
  • Palisades Investment Partners first reported a position in JPMorgan Chase in Q2 2013 and has held it in 5 quarters since.
  • Palisades Investment Partners's JPMorgan Chase position peaked at $2.37M in Q1 2014.
  • 1,693 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2014.

Based on Palisades Investment Partners's 13F filing for Q2 2014, filed 28 Jul 2014.