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Scotia Asset Management’s JPMorgan Chase JPM Stock Holding History

Scotia Asset 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
2013
Q3 		$5.98M Buy
115,589
+12,932
+13% +$694K 0.3% 43
2013
Q2 		$5.42M Buy
+102,657
New +$5.22M 0.29% 44

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Scotia Asset Management's JPM Position: Q3 2013 in Review

Scotia Asset Management increased its JPMorgan Chase (JPM) stake by 13% in Q3 2013, buying an estimated $694K and bringing the position to 115,589 shares worth $5.98M. The position accounts for 0.3% of the portfolio, ranked #43.

Scotia Asset Management first reported a position in JPM in Q2 2013 and has held it in 2 quarters since. 1,594 funds tracked by Wall St. Rank hold JPM as of Q3 2013.

  • Scotia Asset Management held 115,589 shares of JPMorgan Chase worth $5.98M as of Q3 2013.
  • Scotia Asset Management bought 12,932 JPMorgan Chase shares in Q3 2013, an estimated $694K.
  • JPMorgan Chase made up 0.3% of Scotia Asset Management's portfolio in Q3 2013, its #43 holding.
  • Scotia Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 2 quarters since.
  • 1,594 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2013.

Based on Scotia Asset Management's 13F filing for Q3 2013, filed 14 Nov 2013.