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Winton Capital Management’s JPMorgan Chase JPM Stock Holding History

Winton Capital 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
Q1 		$48.2M Buy
793,660
+98,884
+14% +$5.71M 0.33% 113
2013
Q4 		$40.6M Buy
694,776
+261,608
+60% +$14.3M 0.36% 90
2013
Q3 		$22.4M Sell
433,168
-10,692
-2% -$574K 0.27% 145
2013
Q2 		$23.4M Buy
+443,860
New +$22.6M 0.28% 136

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 $315B AUM 27.84% 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

Winton Capital Management's JPM Position: Q1 2014 in Review

Winton Capital Management increased its JPMorgan Chase (JPM) stake by 14% in Q1 2014, buying an estimated $5.71M and bringing the position to 793,660 shares worth $48.2M. The position accounts for 0.33% of the portfolio, ranked #113.

Winton Capital Management first reported a position in JPM in Q2 2013 and has held it in 4 quarters since. 1,725 funds tracked by Wall St. Rank hold JPM as of Q1 2014.

  • Winton Capital Management held 793,660 shares of JPMorgan Chase worth $48.2M as of Q1 2014.
  • Winton Capital Management bought 98,884 JPMorgan Chase shares in Q1 2014, an estimated $5.71M.
  • JPMorgan Chase made up 0.33% of Winton Capital Management's portfolio in Q1 2014, its #113 holding.
  • Winton Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 4 quarters since.
  • 1,725 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.