RS Investment Management’s JPMorgan Chase JPM Stock Holding History

RS 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
2016 Q2	$73.9M	Buy	1,189,992 +14,157	+1%	+$884K	0.76%	24
2016 Q1	$69.6M	Buy	1,175,835 +6,938	+0.6%	+$405K	0.69%	33
2015 Q4	$77.2M	Sell	1,168,897 -17,460	-1%	-$1.14M	0.69%	37
2015 Q3	$72.3M	Sell	1,186,357 -25,234	-2%	-$1.65M	0.64%	44
2015 Q2	$82.1M	Sell	1,211,591 -325,315	-21%	-$21.2M	0.7%	40
2015 Q1	$93.1M	Sell	1,536,906 -64,447	-4%	-$3.82M	0.83%	25
2014 Q4	$100M	Buy	1,601,353 +415,000	+35%	+$25M	0.89%	20
2014 Q3	$71.5M	Buy	1,186,353 +311	+0%	+$18.2K	0.66%	44
2014 Q2	$68.3M	Buy	1,186,042 +138,718	+13%	+$7.8M	0.57%	58
2014 Q1	$63.6M	Buy	1,047,324 +249,024	+31%	+$14.4M	0.37%	79
2013 Q4	$46.7M	Sell	798,300 -10,100	-1%	-$553K	0.29%	112
2013 Q3	$41.8M	Buy	808,400 +288,900	+56%	+$15.5M	0.27%	112
2013 Q2	$27.4M	Buy	+519,500	New	+$26.4M	0.2%	136

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RS Investment Management's JPM Position: Q2 2016 in Review

RS Investment Management increased its JPMorgan Chase (JPM) stake by 1.2% in Q2 2016, buying an estimated $884K and bringing the position to 1,189,992 shares worth $73.9M. The position accounts for 0.76% of the portfolio, ranked #24.

RS Investment Management first reported a position in JPM in Q2 2013 and has held it in 13 quarters since. The position peaked at $100M in Q4 2014. 1,911 funds tracked by Wall St. Rank hold JPM as of Q2 2016.

RS Investment Management held 1,189,992 shares of JPMorgan Chase worth $73.9M as of Q2 2016.
RS Investment Management bought 14,157 JPMorgan Chase shares in Q2 2016, an estimated $884K.
JPMorgan Chase made up 0.76% of RS Investment Management's portfolio in Q2 2016, its #24 holding.
RS Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 13 quarters since.
RS Investment Management's JPMorgan Chase position peaked at $100M in Q4 2014.
1,911 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2016.

Based on RS Investment Management's 13F filing for Q2 2016, filed 26 Jul 2016.