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 $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return