SAG
JPM icon

Sterne Agee Group’s JPMorgan Chase JPM Stock Holding History

Sterne Agee Group’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 		$6.43M Sell
105,876
-39
-0% -$2.31K 0.94% 19
2014
Q4 		$6.63M Buy
105,915
+1,148
+1% +$69.1K 1.03% 18
2014
Q3 		$6.32M Buy
104,767
+2,311
+2% +$135K 1% 19
2014
Q2 		$5.9M Buy
102,456
+8,488
+9% +$477K 0.99% 19
2014
Q1 		$5.71M Buy
93,968
+20,715
+28% +$1.2M 1.12% 13
2013
Q4 		$4.28M Buy
73,253
+26,328
+56% +$1.44M 1.41% 14
2013
Q3 		$2.43M Buy
46,925
+2,145
+5% +$115K 0.94% 21
2013
Q2 		$2.36M Buy
+44,780
New +$2.28M 0.84% 27

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

Sterne Agee Group's JPM Position: Q1 2015 in Review

Sterne Agee Group reduced its JPMorgan Chase (JPM) stake by 0.04% in Q1 2015, selling an estimated $2.31K and leaving 105,876 shares worth $6.43M. The position accounts for 0.94% of the portfolio, ranked #19.

Sterne Agee Group first reported a position in JPM in Q2 2013 and has held it in 8 quarters since. The position peaked at $6.63M in Q4 2014. 1,803 funds tracked by Wall St. Rank hold JPM as of Q1 2015.

  • Sterne Agee Group held 105,876 shares of JPMorgan Chase worth $6.43M as of Q1 2015.
  • Sterne Agee Group sold 39 JPMorgan Chase shares in Q1 2015, an estimated $2.31K.
  • JPMorgan Chase made up 0.94% of Sterne Agee Group's portfolio in Q1 2015, its #19 holding.
  • Sterne Agee Group first reported a position in JPMorgan Chase in Q2 2013 and has held it in 8 quarters since.
  • Sterne Agee Group's JPMorgan Chase position peaked at $6.63M in Q4 2014.
  • 1,803 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2015.

Based on Sterne Agee Group's 13F filing for Q1 2015, filed 13 May 2015.