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Trevor, Stewart, Burton & Jacobsen’s JPMorgan Chase JPM Stock Holding History

Trevor, Stewart, Burton & Jacobsen’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
-7,100
Closed -$367K – 59
2013
Q3 		$367K Hold
7,100
– – 0.19% 47
2013
Q2 		$375K Buy
+7,100
New +$361K 0.2% 43

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

Trevor, Stewart, Burton & Jacobsen's JPM Position: Q4 2013 in Review

Trevor, Stewart, Burton & Jacobsen sold out of JPMorgan Chase (JPM) in Q4 2013, closing a stake of 7,100 shares — an estimated $367K sold.

Trevor, Stewart, Burton & Jacobsen first reported a position in JPM in Q2 2013 and held it in 2 quarters. The position peaked at $375K in Q2 2013. 1,731 funds tracked by Wall St. Rank hold JPM as of Q4 2013.

  • Trevor, Stewart, Burton & Jacobsen reported no remaining JPMorgan Chase position as of Q4 2013 after selling out during the quarter.
  • Trevor, Stewart, Burton & Jacobsen sold 7,100 JPMorgan Chase shares in Q4 2013, an estimated $367K.
  • Trevor, Stewart, Burton & Jacobsen first reported a position in JPMorgan Chase in Q2 2013 and held it in 2 quarters.
  • Trevor, Stewart, Burton & Jacobsen's JPMorgan Chase position peaked at $375K in Q2 2013.
  • 1,731 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2013.

Based on Trevor, Stewart, Burton & Jacobsen's 13F filing for Q4 2013, filed 11 Feb 2014.