QS Batterymarch Financial Management’s JPMorgan Chase JPM Stock Holding History

QS Batterymarch Financial Management’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 Q3	$36.1M	Hold	598,995	–	–	0.95%	3
2014 Q2	$34.5M	Sell	598,995 -177,698	-23%	-$9.99M	0.87%	6
2014 Q1	$47.2M	Buy	776,693 +69,985	+10%	+$4.04M	0.97%	3
2013 Q4	$41.3M	Sell	706,708 -51,147	-7%	-$2.8M	0.87%	4
2013 Q3	$39.2M	Sell	757,855 -218,645	-22%	-$11.7M	0.85%	6
2013 Q2	$51.5M	Buy	+976,500	New	+$49.6M	0.99%	7

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

QS Batterymarch Financial Management's JPM Position: Q3 2014 in Review

QS Batterymarch Financial Management held its JPMorgan Chase (JPM) position steady in Q3 2014 at 598,995 shares worth $36.1M. The position accounts for 0.95% of the portfolio, ranked #3.

QS Batterymarch Financial Management first reported a position in JPM in Q2 2013 and has held it in 6 quarters since. The position peaked at $51.5M in Q2 2013. 1,695 funds tracked by Wall St. Rank hold JPM as of Q3 2014.

QS Batterymarch Financial Management held 598,995 shares of JPMorgan Chase worth $36.1M as of Q3 2014.
QS Batterymarch Financial Management left its JPMorgan Chase share count unchanged in Q3 2014.
JPMorgan Chase made up 0.95% of QS Batterymarch Financial Management's portfolio in Q3 2014, its #3 holding.
QS Batterymarch Financial Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 6 quarters since.
QS Batterymarch Financial Management's JPMorgan Chase position peaked at $51.5M in Q2 2013.
1,695 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2014.

Based on QS Batterymarch Financial Management's 13F filing for Q3 2014, filed 14 Nov 2014.