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Trutina Financial’s JPMorgan Chase JPM Stock Holding History

Trutina Financial’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
-1,648
Closed -$100K – 146
2014
Q1 		$100K Buy
+1,648
New +$95.2K 0.07% 97
2013
Q4 		– Sell
-1,400
Closed -$72K – 110
2013
Q3 		$72K Buy
+1,400
New +$75.1K 0.07% 90

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

Trutina Financial's JPM Position: Q2 2014 in Review

Trutina Financial sold out of JPMorgan Chase (JPM) in Q2 2014, closing a stake of 1,648 shares — an estimated $100K sold.

Trutina Financial first reported a position in JPM in Q3 2013 and held it in 2 quarters. The position peaked at $100K in Q1 2014. 1,693 funds tracked by Wall St. Rank hold JPM as of Q2 2014.

  • Trutina Financial reported no remaining JPMorgan Chase position as of Q2 2014 after selling out during the quarter.
  • Trutina Financial sold 1,648 JPMorgan Chase shares in Q2 2014, an estimated $100K.
  • Trutina Financial first reported a position in JPMorgan Chase in Q3 2013 and held it in 2 quarters.
  • Trutina Financial's JPMorgan Chase position peaked at $100K in Q1 2014.
  • 1,693 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2014.

Based on Trutina Financial's 13F filing for Q2 2014, filed 14 Aug 2014.