Putnam Investments’s JPMorgan Chase JPM.WS Stock Holding History

Putnam Investments’s Portfolio JPM.WS Stock Details JPM.WS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-55,033	Closed	-$1.15M	–	1572
2014 Q4	$1.15M	Sell	55,033 -375,000	-87%	-$7.32M	﹤0.01%	1160
2014 Q3	$8.65M	Sell	430,033 -50,000	-10%	-$968K	0.02%	533
2014 Q2	$9.28M	Sell	480,033 -538,809	-53%	-$10.2M	0.02%	501
2014 Q1	$20.6M	Hold	1,018,842	–	–	0.05%	322
2013 Q4	$19.8M	Sell	1,018,842 -145,000	-12%	-$2.53M	0.05%	331
2013 Q3	$19.5M	Hold	1,163,842	–	–	0.05%	320
2013 Q2	$18.2M	Buy	+1,163,842	New	+$17.1M	0.05%	318

Other funds holding JPM.WS

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

SCM

Sirios Capital Management Boston, Massachusetts $825M AUM 50.18% 1-Year Est. Return

CAM

Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return

BRC

Blue Ridge Capital New York $215M AUM

BIA

Biondo Investment Advisors Milford, Pennsylvania $780M AUM 21.03% 1-Year Est. Return

VOAM

Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return

Putnam Investments's JPM.WS Position: Q1 2015 in Review

Putnam Investments sold out of JPMorgan Chase (JPM.WS) in Q1 2015, closing a stake of 55,033 shares — an estimated $1.15M sold.

Putnam Investments first reported a position in JPM.WS in Q2 2013 and held it in 7 quarters. The position peaked at $20.6M in Q1 2014. 56 funds tracked by Wall St. Rank hold JPM.WS as of Q1 2015.

Putnam Investments reported no remaining JPMorgan Chase position as of Q1 2015 after selling out during the quarter.
Putnam Investments sold 55,033 JPMorgan Chase shares in Q1 2015, an estimated $1.15M.
Putnam Investments first reported a position in JPMorgan Chase in Q2 2013 and held it in 7 quarters.
Putnam Investments's JPMorgan Chase position peaked at $20.6M in Q1 2014.
56 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2015.

Based on Putnam Investments's 13F filing for Q1 2015, filed 15 May 2015.