TD Securities (USA)’s JPMorgan Chase JPM Stock Holding History

TD Securities (USA)’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
2016 Q1	$49K	Buy	829 +2	+0.2%	+$117	0.45%	16
2015 Q4	$55K	Sell	827 -1,286	-61%	-$83.7K	0.5%	11
2015 Q3	$129K	Sell	2,113 -1,500,860	-100%	-$98.3M	1.19%	11
2015 Q2	$102M	Buy	1,502,973 +163,622	+12%	+$10.7M	1.38%	8
2015 Q1	$81.1M	Sell	1,339,351 -80,164	-6%	-$4.75M	1.22%	9
2014 Q4	$88.8M	Buy	1,419,515 +103,859	+8%	+$6.25M	1.27%	10
2014 Q3	$79.3M	Sell	1,315,656 -7,406	-0.6%	-$433K	1.28%	11
2014 Q2	$76.2M	Buy	1,323,062 +80,378	+6%	+$4.52M	1.23%	10
2014 Q1	$75.4M	Sell	1,242,684 -83,605	-6%	-$4.83M	1.35%	8
2013 Q4	$77.6M	Buy	1,326,289 +37,481	+3%	+$2.05M	1.31%	9
2013 Q3	$66.6M	Buy	1,288,808 +45	+0%	+$2.41K	1.27%	11
2013 Q2	$68M	Buy	+1,288,763	New	+$65.5M	1.36%	11

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

TD Securities (USA)'s JPM Position: Q1 2016 in Review

TD Securities (USA) increased its JPMorgan Chase (JPM) stake by 0.24% in Q1 2016, buying an estimated $117 and bringing the position to 829 shares worth $49K. The position accounts for 0.45% of the portfolio, ranked #16.

TD Securities (USA) first reported a position in JPM in Q2 2013 and has held it in 12 quarters since. The position peaked at $102M in Q2 2015. 1,905 funds tracked by Wall St. Rank hold JPM as of Q1 2016.

TD Securities (USA) held 829 shares of JPMorgan Chase worth $49K as of Q1 2016.
TD Securities (USA) bought 2 JPMorgan Chase shares in Q1 2016, an estimated $117.
JPMorgan Chase made up 0.45% of TD Securities (USA)'s portfolio in Q1 2016, its #16 holding.
TD Securities (USA) first reported a position in JPMorgan Chase in Q2 2013 and has held it in 12 quarters since.
TD Securities (USA)'s JPMorgan Chase position peaked at $102M in Q2 2015.
1,905 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2016.

Based on TD Securities (USA)'s 13F filing for Q1 2016, filed 27 Apr 2016.