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Sanibel Captiva Investment Advisers’s JPMorgan Chase JPM Stock Holding History

Sanibel Captiva Investment Advisers’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
Q4 		$446K Buy
+7,625
New +$418K 0.28% 82
2013
Q3 		– Sell
-45,950
Closed -$2.43M – 98
2013
Q2 		$2.43M Buy
+45,950
New +$2.34M 2.36% 14

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sanibel Captiva Investment Advisers's JPM Position: Q4 2013 in Review

Sanibel Captiva Investment Advisers opened a new position in JPMorgan Chase (JPM) in Q4 2013: 7,625 shares worth $446K. The stake represents 0.28% of the portfolio and ranks #82 among its holdings. This is a return to the name: Sanibel Captiva Investment Advisers previously reported a position in JPM as recently as Q2 2013.

Sanibel Captiva Investment Advisers first reported a position in JPM in Q2 2013 and has held it in 2 quarters since. The position peaked at $2.43M in Q2 2013. 1,732 funds tracked by Wall St. Rank hold JPM as of Q4 2013.

  • Sanibel Captiva Investment Advisers held 7,625 shares of JPMorgan Chase worth $446K as of Q4 2013.
  • JPMorgan Chase was a new Sanibel Captiva Investment Advisers position in Q4 2013.
  • JPMorgan Chase made up 0.28% of Sanibel Captiva Investment Advisers's portfolio in Q4 2013, its #82 holding.
  • Sanibel Captiva Investment Advisers first reported a position in JPMorgan Chase in Q2 2013 and has held it in 2 quarters since.
  • Sanibel Captiva Investment Advisers's JPMorgan Chase position peaked at $2.43M in Q2 2013.
  • 1,732 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2013.

Based on Sanibel Captiva Investment Advisers's 13F filing for Q4 2013, filed 18 Feb 2014.