Trees Investment Counsel’s JPMorgan Chase JPM Stock Holding History

Trees Investment Counsel’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 Q3	$3.07M	Sell	50,353 -200	-0.4%	-$13.1K	2.71%	15
2015 Q2	$3.42M	Sell	50,553 -2,242	-4%	-$146K	2.73%	13
2015 Q1	$3.2M	Sell	52,795 -950	-2%	-$56.3K	2.59%	17
2014 Q4	$3.36M	Hold	53,745	–	–	2.71%	13
2014 Q3	$3.24M	Hold	53,745	–	–	2.62%	14
2014 Q2	$3.1M	Sell	53,745 -725	-1%	-$40.8K	2.43%	18
2014 Q1	$3.31M	Sell	54,470 -1,853	-3%	-$107K	2.65%	13
2013 Q4	$3.29M	Hold	56,323	–	–	2.62%	15
2013 Q3	$2.91M	Sell	56,323 -1,419	-2%	-$76.1K	2.53%	18
2013 Q2	$3.05M	Buy	+57,742	New	+$2.94M	2.79%	13

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Trees Investment Counsel's JPM Position: Q3 2015 in Review

Trees Investment Counsel reduced its JPMorgan Chase (JPM) stake by 0.4% in Q3 2015, selling an estimated $13.1K and leaving 50,353 shares worth $3.07M. The position accounts for 2.71% of the portfolio, ranked #15.

Trees Investment Counsel first reported a position in JPM in Q2 2013 and has held it in 10 quarters since. The position peaked at $3.42M in Q2 2015. 1,834 funds tracked by Wall St. Rank hold JPM as of Q3 2015.

Trees Investment Counsel held 50,353 shares of JPMorgan Chase worth $3.07M as of Q3 2015.
Trees Investment Counsel sold 200 JPMorgan Chase shares in Q3 2015, an estimated $13.1K.
JPMorgan Chase made up 2.71% of Trees Investment Counsel's portfolio in Q3 2015, its #15 holding.
Trees Investment Counsel first reported a position in JPMorgan Chase in Q2 2013 and has held it in 10 quarters since.
Trees Investment Counsel's JPMorgan Chase position peaked at $3.42M in Q2 2015.
1,834 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2015.

Based on Trees Investment Counsel's 13F filing for Q3 2015, filed 16 Oct 2015.