US Global Investors Funds’s JPMorgan Chase JPM Stock Holding History

US Global Investors Funds’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	$164K	Buy	+2,800	New	+$153K	0.03%	263

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

US Global Investors Funds's JPM Position: Q4 2013 in Review

US Global Investors Funds opened a new position in JPMorgan Chase (JPM) in Q4 2013: 2,800 shares worth $164K. The stake represents 0.03% of the portfolio and ranks #263 among its holdings.

1,732 funds tracked by Wall St. Rank hold JPM as of Q4 2013.

US Global Investors Funds held 2,800 shares of JPMorgan Chase worth $164K as of Q4 2013.
JPMorgan Chase was a new US Global Investors Funds position in Q4 2013.
JPMorgan Chase made up 0.03% of US Global Investors Funds's portfolio in Q4 2013, its #263 holding.
1,732 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2013.

Based on US Global Investors Funds's 13F filing for Q4 2013, filed 18 Feb 2014.