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Telluride Asset Management’s JPMorgan Chase JPM Stock Holding History

Telluride Asset Management’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
2014
Q1 		– Sell
-3,500
Closed -$205K – 276
2013
Q4 		$205K Buy
+3,500
New +$192K 0.24% 135

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Telluride Asset Management's JPM Position: Q1 2014 in Review

Telluride Asset Management sold out of JPMorgan Chase (JPM) in Q1 2014, closing a stake of 3,500 shares — an estimated $205K sold.

Telluride Asset Management first reported a position in JPM in Q4 2013 and held it in 1 quarter. The position peaked at $205K in Q4 2013. 1,725 funds tracked by Wall St. Rank hold JPM as of Q1 2014.

  • Telluride Asset Management reported no remaining JPMorgan Chase position as of Q1 2014 after selling out during the quarter.
  • Telluride Asset Management sold 3,500 JPMorgan Chase shares in Q1 2014, an estimated $205K.
  • Telluride Asset Management first reported a position in JPMorgan Chase in Q4 2013 and held it in 1 quarter.
  • Telluride Asset Management's JPMorgan Chase position peaked at $205K in Q4 2013.
  • 1,725 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2014.

Based on Telluride Asset Management's 13F filing for Q1 2014, filed 14 May 2014.