Simmons First Trust’s JPMorgan Chase JPM Stock Holding History

Simmons First Trust’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 Q4	$4.77M	Buy	72,226 +45,165	+167%	+$2.94M	0.54%	32
2015 Q3	$1.65M	Buy	27,061 +1,689	+7%	+$111K	0.41%	53
2015 Q2	$1.72M	Sell	25,372 -242	-0.9%	-$15.8K	0.42%	59
2015 Q1	$1.55M	Sell	25,614 -278	-1%	-$16.5K	0.38%	66
2014 Q4	$1.62M	Buy	+25,892	New	+$1.56M	0.41%	62
2014 Q2	–	Sell	-3,530	Closed	-$215K	–	130
2014 Q1	$215K	Sell	3,530 -812	-19%	-$46.9K	0.07%	116
2013 Q4	$254K	Sell	4,342 -158	-4%	-$8.66K	0.08%	109
2013 Q3	$232K	Sell	4,500 -930	-17%	-$49.9K	0.09%	100
2013 Q2	$286K	Buy	+5,430	New	+$276K	0.14%	83

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Simmons First Trust's JPM Position: Q4 2015 in Review

Simmons First Trust increased its JPMorgan Chase (JPM) stake by 167% in Q4 2015, buying an estimated $2.94M and bringing the position to 72,226 shares worth $4.77M. The position accounts for 0.54% of the portfolio, ranked #32.

Simmons First Trust first reported a position in JPM in Q2 2013 and has held it in 9 quarters since. 1,943 funds tracked by Wall St. Rank hold JPM as of Q4 2015.

Simmons First Trust held 72,226 shares of JPMorgan Chase worth $4.77M as of Q4 2015.
Simmons First Trust bought 45,165 JPMorgan Chase shares in Q4 2015, an estimated $2.94M.
JPMorgan Chase made up 0.54% of Simmons First Trust's portfolio in Q4 2015, its #32 holding.
Simmons First Trust first reported a position in JPMorgan Chase in Q2 2013 and has held it in 9 quarters since.
1,943 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2015.

Based on Simmons First Trust's 13F filing for Q4 2015, filed 1 Feb 2016.