Zions Trust National Association’s JPMorgan Chase JPM Stock Holding History

Zions Trust National Association’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	$312K	Sell	4,979 -1,100	-18%	-$66.2K	0.45%	27
2014 Q3	$366K	Hold	6,079	–	–	0.51%	27
2014 Q2	$350K	Sell	6,079 -1,007	-14%	-$56.6K	0.49%	27
2014 Q1	$430K	Sell	7,086 -349	-5%	-$20.2K	0.6%	24
2013 Q4	$435K	Sell	7,435 -200	-3%	-$11K	0.6%	23
2013 Q3	$395K	Buy	7,635 +2,700	+55%	+$145K	0.57%	25
2013 Q2	$260K	Buy	+4,935	New	+$251K	0.37%	30

Other funds holding JPM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 16.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $315B AUM 27.84% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Zions Trust National Association's JPM Position: Q4 2014 in Review

Zions Trust National Association reduced its JPMorgan Chase (JPM) stake by 18% in Q4 2014, selling an estimated $66.2K and leaving 4,979 shares worth $312K. The position accounts for 0.45% of the portfolio, ranked #27.

Zions Trust National Association first reported a position in JPM in Q2 2013 and has held it in 7 quarters since. The position peaked at $435K in Q4 2013. 1,815 funds tracked by Wall St. Rank hold JPM as of Q4 2014.

Zions Trust National Association held 4,979 shares of JPMorgan Chase worth $312K as of Q4 2014.
Zions Trust National Association sold 1,100 JPMorgan Chase shares in Q4 2014, an estimated $66.2K.
JPMorgan Chase made up 0.45% of Zions Trust National Association's portfolio in Q4 2014, its #27 holding.
Zions Trust National Association first reported a position in JPMorgan Chase in Q2 2013 and has held it in 7 quarters since.
Zions Trust National Association's JPMorgan Chase position peaked at $435K in Q4 2013.
1,815 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2014.

Based on Zions Trust National Association's 13F filing for Q4 2014, filed 12 Jan 2015.