TFMS
JPM icon

Trust & Fiduciary Management Services’s JPMorgan Chase JPM Stock Holding History

Trust & Fiduciary Management 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
2014
Q2 		– Sell
-708
Closed -$43K – 71
2014
Q1 		$43K Buy
708
+106
+18% +$6.13K 0.02% 101
2013
Q4 		$35K Sell
602
-44
-7% -$2.41K 0.02% 98
2013
Q3 		$33K Buy
646
+38
+6% +$2.04K 0.02% 99
2013
Q2 		$32K Buy
+608
New +$30.9K 0.02% 98

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Trust & Fiduciary Management Services's JPM Position: Q2 2014 in Review

Trust & Fiduciary Management Services sold out of JPMorgan Chase (JPM) in Q2 2014, closing a stake of 708 shares — an estimated $43K sold.

Trust & Fiduciary Management Services first reported a position in JPM in Q2 2013 and held it in 4 quarters. The position peaked at $43K in Q1 2014. 1,693 funds tracked by Wall St. Rank hold JPM as of Q2 2014.

  • Trust & Fiduciary Management Services reported no remaining JPMorgan Chase position as of Q2 2014 after selling out during the quarter.
  • Trust & Fiduciary Management Services sold 708 JPMorgan Chase shares in Q2 2014, an estimated $43K.
  • Trust & Fiduciary Management Services first reported a position in JPMorgan Chase in Q2 2013 and held it in 4 quarters.
  • Trust & Fiduciary Management Services's JPMorgan Chase position peaked at $43K in Q1 2014.
  • 1,693 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2014.

Based on Trust & Fiduciary Management Services's 13F filing for Q2 2014, filed 8 Aug 2014.