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Stifel Nicolaus & Co’s JPMorgan Chase JPM Stock Holding History

Stifel Nicolaus & Co’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 		$12.8M Sell
247,044
-13,313
-5% -$714K 0.21% 120
2013
Q2 		$13.7M Buy
+260,357
New +$13.2M 0.25% 110

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

Stifel Nicolaus & Co's JPM Position: Q3 2013 in Review

Stifel Nicolaus & Co reduced its JPMorgan Chase (JPM) stake by 5.1% in Q3 2013, selling an estimated $714K and leaving 247,044 shares worth $12.8M. The position accounts for 0.21% of the portfolio, ranked #120.

Stifel Nicolaus & Co first reported a position in JPM in Q2 2013 and has held it in 2 quarters since. The position peaked at $13.7M in Q2 2013. 1,595 funds tracked by Wall St. Rank hold JPM as of Q3 2013.

  • Stifel Nicolaus & Co held 247,044 shares of JPMorgan Chase worth $12.8M as of Q3 2013.
  • Stifel Nicolaus & Co sold 13,313 JPMorgan Chase shares in Q3 2013, an estimated $714K.
  • JPMorgan Chase made up 0.21% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #120 holding.
  • Stifel Nicolaus & Co first reported a position in JPMorgan Chase in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's JPMorgan Chase position peaked at $13.7M in Q2 2013.
  • 1,595 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.