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Panthera Investment’s JPMorgan Chase JPM Stock Holding History

Panthera Investment’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
Q4 		– Sell
-1
Closed -$1K – 87
2014
Q3 		$1K Buy
+1
New +$58 ﹤0.01% 75

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Panthera Investment's JPM Position: Q4 2014 in Review

Panthera Investment sold out of JPMorgan Chase (JPM) in Q4 2014, closing a stake of 1 share — an estimated $1K sold.

Panthera Investment first reported a position in JPM in Q3 2014 and held it in 1 quarter. The position peaked at $1K in Q3 2014. 1,815 funds tracked by Wall St. Rank hold JPM as of Q4 2014.

  • Panthera Investment reported no remaining JPMorgan Chase position as of Q4 2014 after selling out during the quarter.
  • Panthera Investment sold 1 JPMorgan Chase share in Q4 2014, an estimated $1K.
  • Panthera Investment first reported a position in JPMorgan Chase in Q3 2014 and held it in 1 quarter.
  • Panthera Investment's JPMorgan Chase position peaked at $1K in Q3 2014.
  • 1,815 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2014.

Based on Panthera Investment's 13F filing for Q4 2014, filed 18 Feb 2015.