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Wilmington Trust’s JPMorgan Chase JPM Stock Holding History

Wilmington Trust’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 		$46.6M Buy
809,394
+9,129
+1% +$513K 0.78% 29
2014
Q1 		$48.6M Sell
800,265
-25,861
-3% -$1.49M 0.84% 23
2013
Q4 		$48.3M Buy
826,126
+2,444
+0.3% +$134K 0.82% 23
2013
Q3 		$42.6M Sell
823,682
-24,186
-3% -$1.3M 0.74% 24
2013
Q2 		$44.8M Buy
+847,868
New +$43.1M 0.9% 24

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wilmington Trust's JPM Position: Q2 2014 in Review

Wilmington Trust increased its JPMorgan Chase (JPM) stake by 1.1% in Q2 2014, buying an estimated $513K and bringing the position to 809,394 shares worth $46.6M. The position accounts for 0.78% of the portfolio, ranked #29.

Wilmington Trust first reported a position in JPM in Q2 2013 and has held it in 5 quarters since. The position peaked at $48.6M in Q1 2014. 1,694 funds tracked by Wall St. Rank hold JPM as of Q2 2014.

  • Wilmington Trust held 809,394 shares of JPMorgan Chase worth $46.6M as of Q2 2014.
  • Wilmington Trust bought 9,129 JPMorgan Chase shares in Q2 2014, an estimated $513K.
  • JPMorgan Chase made up 0.78% of Wilmington Trust's portfolio in Q2 2014, its #29 holding.
  • Wilmington Trust first reported a position in JPMorgan Chase in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Trust's JPMorgan Chase position peaked at $48.6M in Q1 2014.
  • 1,694 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2014.

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