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Willow Street Advisors’s JPMorgan Chase JPM Stock Holding History

Willow Street Advisors’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 		$3.56M Buy
60,900
+2,000
+3% +$110K 1.99% 11
2013
Q3 		$3.04M Buy
58,900
+5,725
+11% +$307K 1.88% 13
2013
Q2 		$3.31M Buy
+53,175
New +$2.7M 2.13% 7

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

Willow Street Advisors's JPM Position: Q4 2013 in Review

Willow Street Advisors increased its JPMorgan Chase (JPM) stake by 3.4% in Q4 2013, buying an estimated $110K and bringing the position to 60,900 shares worth $3.56M. The position accounts for 1.99% of the portfolio, ranked #11.

Willow Street Advisors first reported a position in JPM in Q2 2013 and has held it in 3 quarters since. 1,730 funds tracked by Wall St. Rank hold JPM as of Q4 2013.

  • Willow Street Advisors held 60,900 shares of JPMorgan Chase worth $3.56M as of Q4 2013.
  • Willow Street Advisors bought 2,000 JPMorgan Chase shares in Q4 2013, an estimated $110K.
  • JPMorgan Chase made up 1.99% of Willow Street Advisors's portfolio in Q4 2013, its #11 holding.
  • Willow Street Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 3 quarters since.
  • 1,730 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2013.

Based on Willow Street Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.