TBP Advisors’s JPMorgan Chase JPM Stock Holding History

TBP Advisors’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 Q1	$6.94M	Buy	114,530 +290	+0.3%	+$17.2K	4.31%	6
2014 Q4	$7.15M	Sell	114,240 -8,553	-7%	-$515K	4.67%	5
2014 Q3	$7.4M	Buy	122,793 +2,854	+2%	+$167K	4.32%	6
2014 Q2	$6.91M	Sell	119,939 -1,007	-0.8%	-$56.6K	4.05%	8
2014 Q1	$7.34M	Sell	120,946 -995	-0.8%	-$57.5K	4.57%	6
2013 Q4	$7.13M	Buy	121,941 +25	+0%	+$1.37K	4.58%	4
2013 Q3	$6.3M	Sell	121,916 -8,889	-7%	-$477K	4.36%	6
2013 Q2	$6.91M	Buy	+130,805	New	+$6.65M	4.67%	4

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

TBP Advisors's JPM Position: Q1 2015 in Review

TBP Advisors increased its JPMorgan Chase (JPM) stake by 0.25% in Q1 2015, buying an estimated $17.2K and bringing the position to 114,530 shares worth $6.94M. The position accounts for 4.31% of the portfolio, ranked #6.

TBP Advisors first reported a position in JPM in Q2 2013 and has held it in 8 quarters since. The position peaked at $7.4M in Q3 2014. 1,803 funds tracked by Wall St. Rank hold JPM as of Q1 2015.

TBP Advisors held 114,530 shares of JPMorgan Chase worth $6.94M as of Q1 2015.
TBP Advisors bought 290 JPMorgan Chase shares in Q1 2015, an estimated $17.2K.
JPMorgan Chase made up 4.31% of TBP Advisors's portfolio in Q1 2015, its #6 holding.
TBP Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 8 quarters since.
TBP Advisors's JPMorgan Chase position peaked at $7.4M in Q3 2014.
1,803 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2015.

Based on TBP Advisors's 13F filing for Q1 2015, filed 17 Apr 2015.