Susquehanna Trust & Investment’s JPMorgan Chase JPM Stock Holding History

Susquehanna Trust & Investment’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 Q2	$322K	Sell	4,747 -300	-6%	-$19.6K	0.07%	87
2015 Q1	$306K	Sell	5,047 -400	-7%	-$23.7K	0.06%	85
2014 Q4	$341K	Sell	5,447 -200	-4%	-$12K	0.07%	85
2014 Q3	$341K	Buy	5,647 +1,430	+34%	+$83.6K	0.07%	78
2014 Q2	$243K	Sell	4,217 -650	-13%	-$36.5K	0.05%	87
2014 Q1	$295K	Sell	4,867 -375	-7%	-$21.7K	0.07%	81
2013 Q4	$307K	Hold	5,242	–	–	0.07%	76
2013 Q3	$271K	Buy	5,242 +52	+1%	+$2.79K	0.06%	73
2013 Q2	$274K	Buy	+5,190	New	+$264K	0.06%	70

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Susquehanna Trust & Investment's JPM Position: Q2 2015 in Review

Susquehanna Trust & Investment reduced its JPMorgan Chase (JPM) stake by 5.9% in Q2 2015, selling an estimated $19.6K and leaving 4,747 shares worth $322K. The position accounts for 0.07% of the portfolio, ranked #87.

Susquehanna Trust & Investment first reported a position in JPM in Q2 2013 and has held it in 9 quarters since. The position peaked at $341K in Q4 2014. 1,848 funds tracked by Wall St. Rank hold JPM as of Q2 2015.

Susquehanna Trust & Investment held 4,747 shares of JPMorgan Chase worth $322K as of Q2 2015.
Susquehanna Trust & Investment sold 300 JPMorgan Chase shares in Q2 2015, an estimated $19.6K.
JPMorgan Chase made up 0.07% of Susquehanna Trust & Investment's portfolio in Q2 2015, its #87 holding.
Susquehanna Trust & Investment first reported a position in JPMorgan Chase in Q2 2013 and has held it in 9 quarters since.
Susquehanna Trust & Investment's JPMorgan Chase position peaked at $341K in Q4 2014.
1,848 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2015.

Based on Susquehanna Trust & Investment's 13F filing for Q2 2015, filed 24 Jul 2015.