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Tower Trust’s JPMorgan Chase JPM Stock Holding History

Tower 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
2014
Q1 		$1.92M Sell
31,607
-2,137
-6% -$124K 1.21% 25
2013
Q4 		$1.97M Sell
33,744
-1,468
-4% -$80.4K 1.19% 25
2013
Q3 		$1.82M Sell
35,212
-956
-3% -$51.3K 1.23% 26
2013
Q2 		$1.91M Buy
+36,168
New +$1.84M 1.37% 22

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 16.07% 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

Tower Trust's JPM Position: Q1 2014 in Review

Tower Trust reduced its JPMorgan Chase (JPM) stake by 6.3% in Q1 2014, selling an estimated $124K and leaving 31,607 shares worth $1.92M. The position accounts for 1.21% of the portfolio, ranked #25.

Tower Trust first reported a position in JPM in Q2 2013 and has held it in 4 quarters since. The position peaked at $1.97M in Q4 2013. 1,724 funds tracked by Wall St. Rank hold JPM as of Q1 2014.

  • Tower Trust held 31,607 shares of JPMorgan Chase worth $1.92M as of Q1 2014.
  • Tower Trust sold 2,137 JPMorgan Chase shares in Q1 2014, an estimated $124K.
  • JPMorgan Chase made up 1.21% of Tower Trust's portfolio in Q1 2014, its #25 holding.
  • Tower Trust first reported a position in JPMorgan Chase in Q2 2013 and has held it in 4 quarters since.
  • Tower Trust's JPMorgan Chase position peaked at $1.97M in Q4 2013.
  • 1,724 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2014.

Based on Tower Trust's 13F filing for Q1 2014, filed 8 May 2014.