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Winifred I. Li’s JPMorgan Chase JPM Stock Holding History

Winifred I. Li’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
Q4 		$1.38M Sell
22,038
-1,437
-6% -$86.5K 1.3% 11
2014
Q3 		$1.41M Sell
23,475
-5,035
-18% -$294K 1.35% 10
2014
Q2 		$1.64M Sell
28,510
-159
-0.6% -$8.94K 1.4% 8
2014
Q1 		$1.74M Buy
28,669
+444
+2% +$25.7K 1.51% 7
2013
Q4 		$1.65M Buy
28,225
+449
+2% +$24.6K 1.42% 10
2013
Q3 		$1.44M Buy
27,776
+7,630
+38% +$409K 1.33% 9
2013
Q2 		$1.06M Buy
+20,146
New +$1.02M 0.99% 19

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Winifred I. Li's JPM Position: Q4 2014 in Review

Winifred I. Li reduced its JPMorgan Chase (JPM) stake by 6.1% in Q4 2014, selling an estimated $86.5K and leaving 22,038 shares worth $1.38M. The position accounts for 1.3% of the portfolio, ranked #11.

Winifred I. Li first reported a position in JPM in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.74M in Q1 2014. 1,815 funds tracked by Wall St. Rank hold JPM as of Q4 2014.

  • Winifred I. Li held 22,038 shares of JPMorgan Chase worth $1.38M as of Q4 2014.
  • Winifred I. Li sold 1,437 JPMorgan Chase shares in Q4 2014, an estimated $86.5K.
  • JPMorgan Chase made up 1.3% of Winifred I. Li's portfolio in Q4 2014, its #11 holding.
  • Winifred I. Li first reported a position in JPMorgan Chase in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's JPMorgan Chase position peaked at $1.74M in Q1 2014.
  • 1,815 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.