Formuepleje A/S’s JPMorgan Chase JPM Stock Holding History

Formuepleje A/S’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	–	Sell	-181,200	Closed	-$11.3M	–	37
2014 Q4	$11.3M	Sell	181,200 -74,551	-29%	-$4.49M	1.45%	22
2014 Q3	$15.4M	Sell	255,751 -63,700	-20%	-$3.72M	2.02%	18
2014 Q2	$18.4M	Buy	319,451 +40,670	+15%	+$2.29M	1.85%	21
2014 Q1	$16.9M	Buy	+278,781	New	+$16.1M	1.99%	18

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Formuepleje A/S's JPM Position: Q1 2015 in Review

Formuepleje A/S sold out of JPMorgan Chase (JPM) in Q1 2015, closing a stake of 181,200 shares — an estimated $11.3M sold.

Formuepleje A/S first reported a position in JPM in Q1 2014 and held it in 4 quarters. The position peaked at $18.4M in Q2 2014. 1,805 funds tracked by Wall St. Rank hold JPM as of Q1 2015.

Formuepleje A/S reported no remaining JPMorgan Chase position as of Q1 2015 after selling out during the quarter.
Formuepleje A/S sold 181,200 JPMorgan Chase shares in Q1 2015, an estimated $11.3M.
Formuepleje A/S first reported a position in JPMorgan Chase in Q1 2014 and held it in 4 quarters.
Formuepleje A/S's JPMorgan Chase position peaked at $18.4M in Q2 2014.
1,805 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2015.

Based on Formuepleje A/S's 13F filing for Q1 2015, filed 27 Aug 2026.