Wilmington Trust Investment Management’s JPMorgan Chase JPM Stock Holding History

Wilmington Trust Investment 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	$1.86M	Sell	32,355 -4,150	-11%	-$233K	0.38%	42
2014 Q1	$2.21M	Sell	36,505 -29,433	-45%	-$1.7M	0.45%	35
2013 Q4	$3.86M	Sell	65,938 -4,066	-6%	-$223K	0.77%	13
2013 Q3	$3.62M	Sell	70,004 -2,320	-3%	-$124K	0.76%	14
2013 Q2	$3.82M	Buy	+72,324	New	+$3.68M	0.82%	18

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 $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Wilmington Trust Investment Management's JPM Position: Q2 2014 in Review

Wilmington Trust Investment Management reduced its JPMorgan Chase (JPM) stake by 11% in Q2 2014, selling an estimated $233K and leaving 32,355 shares worth $1.86M. The position accounts for 0.38% of the portfolio, ranked #42.

Wilmington Trust Investment Management first reported a position in JPM in Q2 2013 and has held it in 5 quarters since. The position peaked at $3.86M in Q4 2013. 1,694 funds tracked by Wall St. Rank hold JPM as of Q2 2014.

Wilmington Trust Investment Management held 32,355 shares of JPMorgan Chase worth $1.86M as of Q2 2014.
Wilmington Trust Investment Management sold 4,150 JPMorgan Chase shares in Q2 2014, an estimated $233K.
JPMorgan Chase made up 0.38% of Wilmington Trust Investment Management's portfolio in Q2 2014, its #42 holding.
Wilmington Trust Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 5 quarters since.
Wilmington Trust Investment Management's JPMorgan Chase position peaked at $3.86M in Q4 2013.
1,694 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2014.

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