Round Table Investment Management’s JPMorgan Chase JPM Stock Holding History

Round Table Investment 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
2015 Q2	–	Sell	-43,200	Closed	-$2.62M	–	51
2015 Q1	$2.62M	Buy	+43,200	New	+$2.56M	2.04%	14
2014 Q4	–	Sell	-66,000	Closed	-$3.98M	–	42
2014 Q3	$3.98M	Buy	+66,000	New	+$3.86M	2.53%	11
2014 Q1	–	Sell	-159,310	Closed	-$9.32M	–	65
2013 Q4	$9.32M	Buy	+159,310	New	+$8.73M	1.03%	4

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Round Table Investment Management's JPM Position: Q2 2015 in Review

Round Table Investment Management sold out of JPMorgan Chase (JPM) in Q2 2015, closing a stake of 43,200 shares — an estimated $2.62M sold.

Round Table Investment Management first reported a position in JPM in Q4 2013 and held it in 3 quarters. The position peaked at $9.32M in Q4 2013. 1,849 funds tracked by Wall St. Rank hold JPM as of Q2 2015.

Round Table Investment Management reported no remaining JPMorgan Chase position as of Q2 2015 after selling out during the quarter.
Round Table Investment Management sold 43,200 JPMorgan Chase shares in Q2 2015, an estimated $2.62M.
Round Table Investment Management first reported a position in JPMorgan Chase in Q4 2013 and held it in 3 quarters.
Round Table Investment Management's JPMorgan Chase position peaked at $9.32M in Q4 2013.
1,849 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2015.

Based on Round Table Investment Management's 13F filing for Q2 2015, filed 14 Aug 2015.