Stonehage Fleming (UK)’s JPMorgan Chase JPM Stock Holding History

Stonehage Fleming (UK)’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	$2.07M	Sell	31,343 -200	-0.6%	-$13K	0.94%	50
2015 Q3	$1.92M	Sell	31,543 -216	-0.7%	-$14.1K	0.92%	46
2015 Q2	$2.15M	Hold	31,759	–	–	0.97%	30
2015 Q1	$1.93M	Buy	31,759 +1,614	+5%	+$95.6K	0.89%	48
2014 Q4	$1.89M	Hold	30,145	–	–	0.93%	40
2014 Q3	$1.82M	Buy	30,145 +21,480	+248%	+$1.26M	0.81%	58
2014 Q2	$499K	Sell	8,665 -3,415	-28%	-$192K	0.2%	104
2014 Q1	$734K	Hold	12,080	–	–	0.31%	88
2013 Q4	$706K	Buy	+12,080	New	+$662K	0.29%	88

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

Stonehage Fleming (UK)'s JPM Position: Q4 2015 in Review

Stonehage Fleming (UK) reduced its JPMorgan Chase (JPM) stake by 0.63% in Q4 2015, selling an estimated $13K and leaving 31,343 shares worth $2.07M. The position accounts for 0.94% of the portfolio, ranked #50.

Stonehage Fleming (UK) first reported a position in JPM in Q4 2013 and has held it in 9 quarters since. The position peaked at $2.15M in Q2 2015. 1,944 funds tracked by Wall St. Rank hold JPM as of Q4 2015.

Stonehage Fleming (UK) held 31,343 shares of JPMorgan Chase worth $2.07M as of Q4 2015.
Stonehage Fleming (UK) sold 200 JPMorgan Chase shares in Q4 2015, an estimated $13K.
JPMorgan Chase made up 0.94% of Stonehage Fleming (UK)'s portfolio in Q4 2015, its #50 holding.
Stonehage Fleming (UK) first reported a position in JPMorgan Chase in Q4 2013 and has held it in 9 quarters since.
Stonehage Fleming (UK)'s JPMorgan Chase position peaked at $2.15M in Q2 2015.
1,944 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2015.

Based on Stonehage Fleming (UK)'s 13F filing for Q4 2015, filed 11 Oct 2019.