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Stancorp Investment Advisers’s JPMorgan Chase JPM Stock Holding History

Stancorp 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
2015
Q1 		$953K Sell
15,734
-1,005
-6% -$59.5K 0.45% 65
2014
Q4 		$1.05M Buy
+16,739
New +$1.01M 0.48% 60

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
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 $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

Stancorp Investment Advisers's JPM Position: Q1 2015 in Review

Stancorp Investment Advisers reduced its JPMorgan Chase (JPM) stake by 6% in Q1 2015, selling an estimated $59.5K and leaving 15,734 shares worth $953K. The position accounts for 0.45% of the portfolio, ranked #65.

Stancorp Investment Advisers first reported a position in JPM in Q4 2014 and has held it in 2 quarters since. The position peaked at $1.05M in Q4 2014. 1,804 funds tracked by Wall St. Rank hold JPM as of Q1 2015.

  • Stancorp Investment Advisers held 15,734 shares of JPMorgan Chase worth $953K as of Q1 2015.
  • Stancorp Investment Advisers sold 1,005 JPMorgan Chase shares in Q1 2015, an estimated $59.5K.
  • JPMorgan Chase made up 0.45% of Stancorp Investment Advisers's portfolio in Q1 2015, its #65 holding.
  • Stancorp Investment Advisers first reported a position in JPMorgan Chase in Q4 2014 and has held it in 2 quarters since.
  • Stancorp Investment Advisers's JPMorgan Chase position peaked at $1.05M in Q4 2014.
  • 1,804 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.