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Sarah Ketterer’s JPMorgan Chase JPM Stock Holding History

Sarah Ketterer’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
2014
Q1 		– Sell
-771,846
Closed -$47.1M – 77
2013
Q4 		$47.1M Buy
+771,846
New +$42.3M 2.67% 18

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 $2.3T AUM 54.33% 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 $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sarah Ketterer's JPM Position: Q1 2014 in Review

Sarah Ketterer sold out of JPMorgan Chase (JPM) in Q1 2014, closing a stake of 771,846 shares — an estimated $47.1M sold.

Sarah Ketterer first reported a position in JPM in Q4 2013 and held it in 1 quarter. The position peaked at $47.1M in Q4 2013. 1,725 funds tracked by Wall St. Rank hold JPM as of Q1 2014.

  • Sarah Ketterer reported no remaining JPMorgan Chase position as of Q1 2014 after selling out during the quarter.
  • Sarah Ketterer sold 771,846 JPMorgan Chase shares in Q1 2014, an estimated $47.1M.
  • Sarah Ketterer first reported a position in JPMorgan Chase in Q4 2013 and held it in 1 quarter.
  • Sarah Ketterer's JPMorgan Chase position peaked at $47.1M in Q4 2013.
  • 1,725 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2014.

Based on Causeway Capital Management's 13F filing for Q1 2014, filed 13 May 2014.