Wilmington Trust National Association’s JPMorgan Chase JPM Stock Holding History

Wilmington Trust National Association’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	$38.5M	Sell	668,020 -4,179	-0.6%	-$235K	1.33%	15
2014 Q1	$40.8M	Buy	672,199 +6,600	+1%	+$381K	1.5%	14
2013 Q4	$38.9M	Buy	665,599 +10,215	+2%	+$560K	1.43%	16
2013 Q3	$33.9M	Buy	655,384 +35,730	+6%	+$1.92M	1.36%	15
2013 Q2	$32.7M	Buy	+619,654	New	+$31.5M	1.42%	15

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

Norges Bank Oslo, Norway $1T AUM

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

Wilmington Trust National Association's JPM Position: Q2 2014 in Review

Wilmington Trust National Association reduced its JPMorgan Chase (JPM) stake by 0.62% in Q2 2014, selling an estimated $235K and leaving 668,020 shares worth $38.5M. The position accounts for 1.33% of the portfolio, ranked #15.

Wilmington Trust National Association first reported a position in JPM in Q2 2013 and has held it in 5 quarters since. The position peaked at $40.8M in Q1 2014. 1,695 funds tracked by Wall St. Rank hold JPM as of Q2 2014.

Wilmington Trust National Association held 668,020 shares of JPMorgan Chase worth $38.5M as of Q2 2014.
Wilmington Trust National Association sold 4,179 JPMorgan Chase shares in Q2 2014, an estimated $235K.
JPMorgan Chase made up 1.33% of Wilmington Trust National Association's portfolio in Q2 2014, its #15 holding.
Wilmington Trust National Association first reported a position in JPMorgan Chase in Q2 2013 and has held it in 5 quarters since.
Wilmington Trust National Association's JPMorgan Chase position peaked at $40.8M in Q1 2014.
1,695 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2014.

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