Wood Investment Counsel’s JPMorgan Chase JPM Stock Holding History

Wood Investment Counsel’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	$460K	Buy	+7,636	New	+$446K	0.07%	55

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wood Investment Counsel's JPM Position: Q3 2014 in Review

Wood Investment Counsel opened a new position in JPMorgan Chase (JPM) in Q3 2014: 7,636 shares worth $460K. The stake represents 0.07% of the portfolio and ranks #55 among its holdings.

1,696 funds tracked by Wall St. Rank hold JPM as of Q3 2014.

Wood Investment Counsel held 7,636 shares of JPMorgan Chase worth $460K as of Q3 2014.
JPMorgan Chase was a new Wood Investment Counsel position in Q3 2014.
JPMorgan Chase made up 0.07% of Wood Investment Counsel's portfolio in Q3 2014, its #55 holding.
1,696 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2014.

Based on Wood Investment Counsel's 13F filing for Q3 2014, filed 27 Oct 2014.