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UBS’s JPMorgan Chase JPM Stock Holding History

UBS’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
Q3 		$47.1M Sell
781,600
-331,000
-30% -$19.3M 0.03% 537
2014
Q2 		$64.1M Buy
1,112,600
+494,817
+80% +$27.8M 0.05% 364
2014
Q1 		$37.5M Sell
617,783
-869,594
-58% -$50.3M 0.03% 505
2013
Q4 		$87M Buy
1,487,377
+567,377
+62% +$31.1M 0.08% 252
2013
Q3 		$47.6M Buy
920,000
+83,300
+10% +$4.47M 0.05% 355
2013
Q2 		$44.2M Buy
+836,700
New +$42.5M 0.05% 351

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

UBS's JPM Position: Q3 2014 in Review

UBS increased its JPMorgan Chase (JPM) stake by 1.4% in Q3 2014, buying an estimated $10.3M and bringing the position to 12,784,784 shares worth $770M. The position accounts for 0.57% of the portfolio, ranked #17.

UBS first reported a position in JPM in Q2 2013 and has held it in 6 quarters since. The position peaked at $826M in Q1 2014. 1,695 funds tracked by Wall St. Rank hold JPM as of Q3 2014.

  • UBS held 12,784,784 shares of JPMorgan Chase worth $770M as of Q3 2014.
  • UBS bought 175,880 JPMorgan Chase shares in Q3 2014, an estimated $10.3M.
  • JPMorgan Chase made up 0.57% of UBS's portfolio in Q3 2014, its #17 holding.
  • UBS first reported a position in JPMorgan Chase in Q2 2013 and has held it in 6 quarters since.
  • UBS's JPMorgan Chase position peaked at $826M in Q1 2014.
  • 1,695 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.