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Wilson Kemp & Associates’s JPMorgan Chase JPM Stock Holding History

Wilson Kemp & Associates’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
Q3 		$323K Sell
5,357
-3,925
-42% -$229K 2.95% 13
2014
Q2 		$535K Buy
9,282
+200
+2% +$11.2K 1.92% 18
2014
Q1 		$551K Sell
9,082
-7,506
-45% -$434K 1.43% 28
2013
Q4 		$970K Buy
16,588
+4,513
+37% +$247K 1.86% 20
2013
Q3 		$624K Sell
12,075
-26,280
-69% -$1.41M 1.37% 23
2013
Q2 		$2.02M Buy
+38,355
New +$1.95M 1.94% 14

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
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
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wilson Kemp & Associates's JPM Position: Q3 2014 in Review

Wilson Kemp & Associates reduced its JPMorgan Chase (JPM) stake by 42% in Q3 2014, selling an estimated $229K and leaving 5,357 shares worth $323K. The position accounts for 2.95% of the portfolio, ranked #13.

Wilson Kemp & Associates first reported a position in JPM in Q2 2013 and has held it in 6 quarters since. The position peaked at $2.02M in Q2 2013. 1,698 funds tracked by Wall St. Rank hold JPM as of Q3 2014.

  • Wilson Kemp & Associates held 5,357 shares of JPMorgan Chase worth $323K as of Q3 2014.
  • Wilson Kemp & Associates sold 3,925 JPMorgan Chase shares in Q3 2014, an estimated $229K.
  • JPMorgan Chase made up 2.95% of Wilson Kemp & Associates's portfolio in Q3 2014, its #13 holding.
  • Wilson Kemp & Associates first reported a position in JPMorgan Chase in Q2 2013 and has held it in 6 quarters since.
  • Wilson Kemp & Associates's JPMorgan Chase position peaked at $2.02M in Q2 2013.
  • 1,698 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2014.

Based on Wilson Kemp & Associates's 13F filing for Q3 2014, filed 20 Oct 2014.