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Santa Fe Partners’s JPMorgan Chase JPM Stock Holding History

Santa Fe Partners’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
2015
Q2 		– Sell
-25,158
Closed -$1.52M – 537
2015
Q1 		$1.52M Buy
+25,158
New +$1.49M 0.18% 236
2014
Q2 		– Sell
-58,229
Closed -$3.54M – 547
2014
Q1 		$3.54M Buy
+58,229
New +$3.37M 0.5% 30
2013
Q3 		– Sell
-11,288
Closed -$596K – 536
2013
Q2 		$596K Buy
+11,288
New +$574K 0.12% 284

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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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 $298B AUM 21.96% 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 $544B AUM 28.31% 1-Year Est. Return

Santa Fe Partners's JPM Position: Q2 2015 in Review

Santa Fe Partners sold out of JPMorgan Chase (JPM) in Q2 2015, closing a stake of 25,158 shares — an estimated $1.52M sold.

Santa Fe Partners first reported a position in JPM in Q2 2013 and held it in 3 quarters. The position peaked at $3.54M in Q1 2014. 1,848 funds tracked by Wall St. Rank hold JPM as of Q2 2015.

  • Santa Fe Partners reported no remaining JPMorgan Chase position as of Q2 2015 after selling out during the quarter.
  • Santa Fe Partners sold 25,158 JPMorgan Chase shares in Q2 2015, an estimated $1.52M.
  • Santa Fe Partners first reported a position in JPMorgan Chase in Q2 2013 and held it in 3 quarters.
  • Santa Fe Partners's JPMorgan Chase position peaked at $3.54M in Q1 2014.
  • 1,848 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2015.

Based on Santa Fe Partners's 13F filing for Q2 2015, filed 13 Aug 2015.