Taylor Cottrill’s JPMorgan Chase JPM Stock Holding History

Taylor Cottrill’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	$1.66M	Buy	25,176 +1,825	+8%	+$119K	0.86%	43
2015 Q3	$1.42M	Buy	23,351 +475	+2%	+$31.1K	0.77%	43
2015 Q2	$1.55M	Sell	22,876 -1,735	-7%	-$113K	0.75%	45
2015 Q1	$1.49M	Sell	24,611 -175	-0.7%	-$10.4K	0.71%	45
2014 Q4	$1.55M	Sell	24,786 -1,050	-4%	-$63.2K	0.73%	46
2014 Q3	$1.56M	Sell	25,836 -814	-3%	-$47.6K	0.76%	46
2014 Q2	$1.54M	Hold	26,650	–	–	0.74%	46
2014 Q1	$1.62M	Buy	26,650 +150	+0.6%	+$8.67K	0.84%	45
2013 Q4	$1.55M	Hold	26,500	–	–	0.81%	46
2013 Q3	$1.37M	Hold	26,500	–	–	0.77%	49
2013 Q2	$1.4M	Buy	+26,500	New	+$1.35M	0.81%	48

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

Taylor Cottrill's JPM Position: Q4 2015 in Review

Taylor Cottrill increased its JPMorgan Chase (JPM) stake by 7.8% in Q4 2015, buying an estimated $119K and bringing the position to 25,176 shares worth $1.66M. The position accounts for 0.86% of the portfolio, ranked #43.

Taylor Cottrill first reported a position in JPM in Q2 2013 and has held it in 11 quarters since. 1,944 funds tracked by Wall St. Rank hold JPM as of Q4 2015.

Taylor Cottrill held 25,176 shares of JPMorgan Chase worth $1.66M as of Q4 2015.
Taylor Cottrill bought 1,825 JPMorgan Chase shares in Q4 2015, an estimated $119K.
JPMorgan Chase made up 0.86% of Taylor Cottrill's portfolio in Q4 2015, its #43 holding.
Taylor Cottrill first reported a position in JPMorgan Chase in Q2 2013 and has held it in 11 quarters since.
1,944 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2015.

Based on Taylor Cottrill's 13F filing for Q4 2015, filed 5 Feb 2016.