Wellington Management Group
JPM.WS

Wellington Management Group’s JPMorgan Chase JPM.WS Stock Holding History

Wellington Management Group’s Portfolio JPM.WS Stock Details JPM.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-111,418
Closed -$1.87M – 2273
2013
Q3 		$1.87M Sell
111,418
-20,082
-15% -$338K ﹤0.01% 1686
2013
Q2 		$2.05M Buy
+131,500
New +$1.93M ﹤0.01% 1627

Other funds holding JPM.WS

CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
CAM
Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
BIA
Biondo Investment Advisors Milford, Pennsylvania $780M AUM 21.03% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
FCM
Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return

Wellington Management Group's JPM.WS Position: Q4 2013 in Review

Wellington Management Group sold out of JPMorgan Chase (JPM.WS) in Q4 2013, closing a stake of 111,418 shares — an estimated $1.87M sold.

Wellington Management Group first reported a position in JPM.WS in Q2 2013 and held it in 2 quarters. The position peaked at $2.05M in Q2 2013. 61 funds tracked by Wall St. Rank hold JPM.WS as of Q4 2013.

  • Wellington Management Group reported no remaining JPMorgan Chase position as of Q4 2013 after selling out during the quarter.
  • Wellington Management Group sold 111,418 JPMorgan Chase shares in Q4 2013, an estimated $1.87M.
  • Wellington Management Group first reported a position in JPMorgan Chase in Q2 2013 and held it in 2 quarters.
  • Wellington Management Group's JPMorgan Chase position peaked at $2.05M in Q2 2013.
  • 61 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2013.

Based on Wellington Management Group's 13F filing for Q4 2013, filed 14 Feb 2014.