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Placemark Investments’s JPMorgan Chase JPM Stock Holding History

Placemark Investments’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 		$53.1M Sell
848,013
-17,178
-2% -$1.03M 0.94% 5
2014
Q3 		$52.1M Buy
865,191
+30,397
+4% +$1.78M 0.96% 7
2014
Q2 		$48.1M Buy
834,794
+56,124
+7% +$3.16M 0.86% 7
2014
Q1 		$47.3M Sell
778,670
-164,765
-17% -$9.52M 0.9% 11
2013
Q4 		$55.2M Buy
943,435
+51,304
+6% +$2.81M 0.91% 8
2013
Q3 		$46.1M Buy
892,131
+116,109
+15% +$6.23M 0.87% 8
2013
Q2 		$41M Buy
+776,022
New +$39.5M 0.88% 7

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

Placemark Investments's JPM Position: Q4 2014 in Review

Placemark Investments reduced its JPMorgan Chase (JPM) stake by 2% in Q4 2014, selling an estimated $1.03M and leaving 848,013 shares worth $53.1M. The position accounts for 0.94% of the portfolio, ranked #5.

Placemark Investments first reported a position in JPM in Q2 2013 and has held it in 7 quarters since. The position peaked at $55.2M in Q4 2013. 1,814 funds tracked by Wall St. Rank hold JPM as of Q4 2014.

  • Placemark Investments held 848,013 shares of JPMorgan Chase worth $53.1M as of Q4 2014.
  • Placemark Investments sold 17,178 JPMorgan Chase shares in Q4 2014, an estimated $1.03M.
  • JPMorgan Chase made up 0.94% of Placemark Investments's portfolio in Q4 2014, its #5 holding.
  • Placemark Investments first reported a position in JPMorgan Chase in Q2 2013 and has held it in 7 quarters since.
  • Placemark Investments's JPMorgan Chase position peaked at $55.2M in Q4 2013.
  • 1,814 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.