Wilmington Funds Management’s JPMorgan Chase JPM Stock Holding History

Wilmington Funds Management’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	$2.15M	Sell	37,220 -44,868	-55%	-$2.52M	0.22%	127
2014 Q1	$4.98M	Sell	82,088 -56,415	-41%	-$3.26M	0.54%	54
2013 Q4	$8.1M	Sell	138,503 -21,702	-14%	-$1.19M	0.81%	5
2013 Q3	$8.28M	Sell	160,205 -11,297	-7%	-$606K	0.8%	10
2013 Q2	$9.05M	Buy	+171,502	New	+$8.72M	0.86%	10

Other funds holding JPM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wilmington Funds Management's JPM Position: Q2 2014 in Review

Wilmington Funds Management reduced its JPMorgan Chase (JPM) stake by 55% in Q2 2014, selling an estimated $2.52M and leaving 37,220 shares worth $2.15M. The position accounts for 0.22% of the portfolio, ranked #127.

Wilmington Funds Management first reported a position in JPM in Q2 2013 and has held it in 5 quarters since. The position peaked at $9.05M in Q2 2013. 1,694 funds tracked by Wall St. Rank hold JPM as of Q2 2014.

Wilmington Funds Management held 37,220 shares of JPMorgan Chase worth $2.15M as of Q2 2014.
Wilmington Funds Management sold 44,868 JPMorgan Chase shares in Q2 2014, an estimated $2.52M.
JPMorgan Chase made up 0.22% of Wilmington Funds Management's portfolio in Q2 2014, its #127 holding.
Wilmington Funds Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 5 quarters since.
Wilmington Funds Management's JPMorgan Chase position peaked at $9.05M in Q2 2013.
1,694 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2014.

Based on Wilmington Funds Management's 13F filing for Q2 2014, filed 13 Aug 2014.