Rushmore Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Rushmore Investment Advisors’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
2013 Q2	$2.1M	Buy	+39,869	New	+$2.03M	0.43%	75

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

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

Rushmore Investment Advisors's JPM Position: Q2 2013 in Review

Rushmore Investment Advisors opened a new position in JPMorgan Chase (JPM) in Q2 2013: 39,869 shares worth $2.1M. The stake represents 0.43% of the portfolio and ranks #75 among its holdings.

1,598 funds tracked by Wall St. Rank hold JPM as of Q2 2013.

Rushmore Investment Advisors held 39,869 shares of JPMorgan Chase worth $2.1M as of Q2 2013.
JPMorgan Chase was a new Rushmore Investment Advisors position in Q2 2013.
JPMorgan Chase made up 0.43% of Rushmore Investment Advisors's portfolio in Q2 2013, its #75 holding.
1,598 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2013.

Based on Rushmore Investment Advisors's 13F filing for Q2 2013, filed 29 Aug 2013.