RA
JPM icon

Royce & Associates’s JPMorgan Chase JPM Stock Holding History

Royce & Associates’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
Q1 		– Sell
-4,100
Closed -$240K – 1442
2013
Q4 		$240K Buy
+4,100
New +$225K ﹤0.01% 1290

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royce & Associates's JPM Position: Q1 2014 in Review

Royce & Associates sold out of JPMorgan Chase (JPM) in Q1 2014, closing a stake of 4,100 shares — an estimated $240K sold.

Royce & Associates first reported a position in JPM in Q4 2013 and held it in 1 quarter. The position peaked at $240K in Q4 2013. 1,726 funds tracked by Wall St. Rank hold JPM as of Q1 2014.

  • Royce & Associates reported no remaining JPMorgan Chase position as of Q1 2014 after selling out during the quarter.
  • Royce & Associates sold 4,100 JPMorgan Chase shares in Q1 2014, an estimated $240K.
  • Royce & Associates first reported a position in JPMorgan Chase in Q4 2013 and held it in 1 quarter.
  • Royce & Associates's JPMorgan Chase position peaked at $240K in Q4 2013.
  • 1,726 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2014.

Based on Royce & Associates's 13F filing for Q1 2014, filed 12 May 2014.