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TIFF Advisory Services’s JPMorgan Chase JPM Stock Holding History

TIFF Advisory Services’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
2013
Q4 		– Sell
-6,700
Closed -$346K – 52
2013
Q3 		$346K Hold
6,700
– – 0.15% 65
2013
Q2 		$354K Buy
+6,700
New +$341K 0.16% 61

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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 16.07% 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 $298B AUM 21.96% 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 $544B AUM 28.31% 1-Year Est. Return

TIFF Advisory Services's JPM Position: Q4 2013 in Review

TIFF Advisory Services sold out of JPMorgan Chase (JPM) in Q4 2013, closing a stake of 6,700 shares — an estimated $346K sold.

TIFF Advisory Services first reported a position in JPM in Q2 2013 and held it in 2 quarters. The position peaked at $354K in Q2 2013. 1,730 funds tracked by Wall St. Rank hold JPM as of Q4 2013.

  • TIFF Advisory Services reported no remaining JPMorgan Chase position as of Q4 2013 after selling out during the quarter.
  • TIFF Advisory Services sold 6,700 JPMorgan Chase shares in Q4 2013, an estimated $346K.
  • TIFF Advisory Services first reported a position in JPMorgan Chase in Q2 2013 and held it in 2 quarters.
  • TIFF Advisory Services's JPMorgan Chase position peaked at $354K in Q2 2013.
  • 1,730 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2013.

Based on TIFF Advisory Services's 13F filing for Q4 2013, filed 7 Feb 2014.