Tiedemann Trust’s JPMorgan Chase JPM Stock Holding History

Tiedemann Trust’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 Q2	$372K	Sell	5,991 -2,349	-28%	-$147K	0.07%	53
2016 Q1	$494K	Hold	8,340	–	–	0.08%	44
2015 Q4	$551K	Buy	8,340 +300	+4%	+$19.5K	0.08%	52
2015 Q3	$490K	Hold	8,040	–	–	0.05%	40
2015 Q2	$545K	Sell	8,040 -1,406	-15%	-$91.8K	0.05%	47
2015 Q1	$572K	Hold	9,446	–	–	0.05%	43
2014 Q4	$591K	Hold	9,446	–	–	0.05%	49
2014 Q3	$569K	Hold	9,446	–	–	0.05%	64
2014 Q2	$544K	Sell	9,446 -190,403	-95%	-$10.7M	0.05%	64
2014 Q1	$3.21K	Buy	199,849 +190,403	+2,016%	+$11M	0.35%	52
2013 Q4	$552K	Sell	9,446 -41	-0.4%	-$2.25K	0.09%	57
2013 Q3	$490K	Sell	9,487 -16,000	-63%	-$858K	0.08%	47
2013 Q2	$1.34M	Buy	+25,487	New	+$1.3M	0.22%	37

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

Tiedemann Trust's JPM Position: Q2 2016 in Review

Tiedemann Trust reduced its JPMorgan Chase (JPM) stake by 28% in Q2 2016, selling an estimated $147K and leaving 5,991 shares worth $372K. The position accounts for 0.07% of the portfolio, ranked #53.

Tiedemann Trust first reported a position in JPM in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.34M in Q2 2013. 1,909 funds tracked by Wall St. Rank hold JPM as of Q2 2016.

Tiedemann Trust held 5,991 shares of JPMorgan Chase worth $372K as of Q2 2016.
Tiedemann Trust sold 2,349 JPMorgan Chase shares in Q2 2016, an estimated $147K.
JPMorgan Chase made up 0.07% of Tiedemann Trust's portfolio in Q2 2016, its #53 holding.
Tiedemann Trust first reported a position in JPMorgan Chase in Q2 2013 and has held it in 13 quarters since.
Tiedemann Trust's JPMorgan Chase position peaked at $1.34M in Q2 2013.
1,909 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2016.

Based on Tiedemann Trust's 13F filing for Q2 2016, filed 12 Aug 2016.