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Stifel Trust’s JPMorgan Chase JPM Stock Holding History

Stifel 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
2014
Q3 		$4.75M Sell
78,933
-1,299
-2% -$75.9K 0.91% 44
2014
Q2 		$4.62M Sell
80,232
-2,084
-3% -$117K 0.86% 50
2014
Q1 		$5M Sell
82,316
-2,935
-3% -$170K 0.94% 42
2013
Q4 		$4.99M Sell
85,251
-4,283
-5% -$235K 0.94% 45
2013
Q3 		$4.63M Sell
89,534
-1,305
-1% -$70K 0.92% 43
2013
Q2 		$4.8M Buy
+90,839
New +$4.62M 0.99% 40

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

Stifel Trust's JPM Position: Q3 2014 in Review

Stifel Trust reduced its JPMorgan Chase (JPM) stake by 1.6% in Q3 2014, selling an estimated $75.9K and leaving 78,933 shares worth $4.75M. The position accounts for 0.91% of the portfolio, ranked #44.

Stifel Trust first reported a position in JPM in Q2 2013 and has held it in 6 quarters since. The position peaked at $5M in Q1 2014. 1,695 funds tracked by Wall St. Rank hold JPM as of Q3 2014.

  • Stifel Trust held 78,933 shares of JPMorgan Chase worth $4.75M as of Q3 2014.
  • Stifel Trust sold 1,299 JPMorgan Chase shares in Q3 2014, an estimated $75.9K.
  • JPMorgan Chase made up 0.91% of Stifel Trust's portfolio in Q3 2014, its #44 holding.
  • Stifel Trust first reported a position in JPMorgan Chase in Q2 2013 and has held it in 6 quarters since.
  • Stifel Trust's JPMorgan Chase position peaked at $5M in Q1 2014.
  • 1,695 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.