Appleton Partners Inc increases position in JP Morgan Chase & Co (NYSE:JPM) by $1,103,000
According to the most recent 13F filing with the SEC dated January 22, 2016, institutional investor Appleton Partners Inc increased its stake in JP Morgan Chase & Co (NYSE:JPM) by 13.28% during the forth quarter ending December 31st, 2015. Appleton Partners Inc now owns 164,183 shares of company's stock after buying 19,247 shares during the quarter worth about $1,103,000. Appleton Partners Inc holdings in JP Morgan Chase & Co were worth $9,404,000 at the end of the most recent reporting period. JP Morgan Chase & Co (NYSE:JPM) accounts for approximately 0.0203% of Appleton Partners Inc holdings.
Among institutional investors, the top 3 institutions holding most of JPM stock are: VANGUARD GROUP INC (5.79%), STATE STREET CORP (4.18%) and FMR LLC (3.48%). VANGUARD GROUP INC holds the most number of JP Morgan Chase & Co shares to the amount of 213,333,944 which are worth about 12,219,768 as of September 30, 2015. During this period, VANGUARD GROUP INC increased its holding by about .90% worth about $109,016,040 or 1,903,213 shares.
Among institutional investors increasing their stake in JPM, BANK OF AMERICA CORP /DE/ increased its holding by about 52.58% worth about $1,144,116,047 or 19,974,093 shares. OZ MANAGEMENT LP increased its holding by about New% worth about $315,115,265 or 5,501,314 shares. STANDARD LIFE INVESTMENTS LTD increased its holding by about 522.48% worth about $265,015,657 or 4,626,670 shares.
Among institutional investors who got a new stake in JPM, BANK OF AMERICA CORP /DE/ got a new stake worth about $1,144,116,047 or 19,974,093 shares. OZ MANAGEMENT LP got a new stake worth about $315,115,265 or 5,501,314 shares. STANDARD LIFE INVESTMENTS LTD got a new stake worth about $265,015,657 or 4,626,670 shares.
JP Morgan Chase & Co (NYSE:JPM) Institutional Ownership
| Institutional Ownership | 75.01% |
|---|---|
| Total Shares Outstanding (millions) | 3,681 |
| Total Value of Holdings (millions) | $158,155 |
JP Morgan Chase & Co (NYSE:JPM) Institutional Positions
| HOLDERS | SHARES | |
| Increased Positions | 890 | 96,253,802 |
| Decreased Positions | 821 | 96,592,025 |
| Held Positions | 227 | 2,568,233,452 |
| Total Institutional Shares | 1,938 | 2,761,079,279 |
Top 15 Increased Institutional Holdings for JP Morgan Chase & Co (NYSE:JPM)
| Owner Name | Quarter Ending | Shared Held | Overall Stake | Shares Bought ^ | Shares Bought (%) | Value (in 1,000s) |
|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 09/30/2015 | 57,963,940 | 1.55% | 19,974,093 | 52.58 | 3,320,174 |
| OZ MANAGEMENT LP | 09/30/2015 | 5,501,314 | 0.14% | 5,501,314 | New | 315,115 |
| STANDARD LIFE INVESTMENTS LTD | 09/30/2015 | 5,512,197 | 0.14% | 4,626,670 | 522.48 | 315,739 |
| PRIMECAP MANAGEMENT CO/CA/ | 09/30/2015 | 10,869,101 | 0.27% | 3,995,500 | 58.13 | 622,582 |
| YALE UNIVERSITY | 09/30/2015 | 3,410,000 | 0.08% | 3,410,000 | New | 195,325 |
| CAPITAL RESEARCH GLOBAL INVESTORS | 09/30/2015 | 10,319,200 | 0.27% | 3,111,000 | 43.16 | 591,084 |
| CAPITAL WORLD INVESTORS | 09/30/2015 | 107,711,301 | 2.91% | 3,050,548 | 2.92 | 6,169,703 |
| MORGAN STANLEY | 09/30/2015 | 33,634,698 | 0.9% | 2,543,859 | 8.18 | 1,926,596 |
| WADDELL & REED FINANCIAL INC | 09/30/2015 | 14,656,267 | 0.38% | 2,476,649 | 20.33 | 839,511 |
| VANGUARD GROUP INC | 09/30/2015 | 213,333,944 | 5.79% | 1,903,213 | .90 | 12,219,768 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 09/30/2015 | 8,895,425 | 0.22% | 1,589,328 | 21.75 | 509,530 |
| BNP PARIBAS ARBITRAGE, SA | 09/30/2015 | 3,274,636 | 0.08% | 1,557,501 | 90.70 | 187,571 |
| MOORE CAPITAL MANAGEMENT, LP | 09/30/2015 | 1,529,467 | 0.03% | 1,529,467 | New | 87,608 |
| TIAA CREF INVESTMENT MANAGEMENT LLC | 09/30/2015 | 19,120,403 | 0.52% | 1,443,830 | 8.17 | 1,095,217 |
| DIMENSIONAL FUND ADVISORS LP | 09/30/2015 | 24,495,859 | 0.65% | 1,351,352 | 5.84 | 1,403,123 |
JP Morgan Chase & Co (NYSE:JPM) New and Sold Out Institution Positions
| HOLDERS | SHARES | |
| New Positions | 108 | 16,257,645 |
| Sold Out Positions | 72 | 5,915,774 |
Top 15 New Institutional Holdings for JP Morgan Chase & Co (NYSE:JPM)
| Owner Name | Quarter Ending | Shared Held | Overall Stake | Shares Bought ^ | Shares Bought (%) | Value (in 1,000s) |
|---|---|---|---|---|---|---|
| OZ MANAGEMENT LP | 09/30/2015 | 5,501,314 | 0.14% | 5,501,314 | New | 315,115 |
| YALE UNIVERSITY | 09/30/2015 | 3,410,000 | 0.08% | 3,410,000 | New | 195,325 |
| MOORE CAPITAL MANAGEMENT, LP | 09/30/2015 | 1,529,467 | 0.03% | 1,529,467 | New | 87,608 |
| ZURICH INSURANCE GROUP LTD/FI | 09/30/2015 | 773,021 | 0.0% | 773,021 | New | 44,279 |
| PACKER & CO LTD | 12/31/2015 | 650,005 | 0.0% | 650,005 | New | 37,232 |
| CAPITAL FUND MANAGEMENT S.A. | 12/31/2015 | 506,158 | 0.0% | 506,158 | New | 28,993 |
| SWARTHMORE GROUP INC | 12/31/2015 | 484,225 | 0.0% | 484,225 | New | 27,736 |
| PROSIRIS CAPITAL MANAGEMENT LP | 09/30/2015 | 351,721 | 0.0% | 351,721 | New | 20,147 |
| INVESTEC ASSET MANAGEMENT LTD | 09/30/2015 | 326,594 | 0.0% | 326,594 | New | 18,707 |
| TRICADIA CAPITAL MANAGEMENT, LLC | 09/30/2015 | 300,000 | 0.0% | 300,000 | New | 17,184 |
| TWO SIGMA ADVISERS, LLC | 09/30/2015 | 230,668 | 0.0% | 230,668 | New | 13,213 |
| NIPPON LIFE GLOBAL INVESTORS AMERICAS, INC. | 09/30/2015 | 202,490 | 0.0% | 202,490 | New | 11,599 |
| CLOUGH CAPITAL PARTNERS L P | 09/30/2015 | 200,900 | 0.0% | 200,900 | New | 11,508 |
| SEGANTII CAPITAL MANAGEMENT LTD | 09/30/2015 | 200,000 | 0.0% | 200,000 | New | 11,456 |
| MIG CAPITAL, LLC | 09/30/2015 | 189,400 | 0.0% | 189,400 | New | 10,849 |
Top 15 Institutional Holders for JP Morgan Chase & Co (NYSE:JPM)
| Owner Name | Quarter Ending | Shared Held | Overall Stake | Change (Shares) | Change (%) | Value (in 1,000s) ^ |
|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 09/30/2015 | 213,333,944 | 5.79% | 1,903,213 | .90 | 12,219,768 |
| STATE STREET CORP | 09/30/2015 | 154,283,711 | 4.18% | (1,962,203) | -1.26 | 8,837,371 |
| FMR LLC | 09/30/2015 | 128,881,195 | 3.48% | (4,310,239) | -3.24 | 7,382,315 |
| CAPITAL WORLD INVESTORS | 09/30/2015 | 107,711,301 | 2.91% | 3,050,548 | 2.92 | 6,169,703 |
| BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. | 09/30/2015 | 97,946,233 | 2.64% | (240,225) | -0.25 | 5,610,360 |
| WELLINGTON MANAGEMENT GROUP LLP | 09/30/2015 | 67,143,556 | 1.82% | 629,471 | .95 | 3,845,983 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 09/30/2015 | 60,478,588 | 1.63% | (747,481) | -1.22 | 3,464,214 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 09/30/2015 | 58,630,640 | 1.58% | (1,199,202) | -2.0 | 3,358,363 |
| BANK OF AMERICA CORP /DE/ | 09/30/2015 | 57,963,940 | 1.55% | 19,974,093 | 52.58 | 3,320,174 |
| NORTHERN TRUST CORP | 09/30/2015 | 53,284,647 | 1.44% | (2,009,648) | -3.63 | 3,052,145 |
| BANK OF NEW YORK MELLON CORP | 09/30/2015 | 48,077,984 | 1.3% | (729,680) | -1.5 | 2,753,907 |
| BLACKROCK FUND ADVISORS | 09/30/2015 | 40,546,627 | 1.09% | 805,721 | 2.03 | 2,322,511 |
| INVESCO LTD. | 09/30/2015 | 37,502,750 | 1.01% | 336,320 | .91 | 2,148,158 |
| FRANKLIN RESOURCES INC | 09/30/2015 | 36,796,397 | 0.98% | (1,181,071) | -3.11 | 2,107,698 |
| MORGAN STANLEY | 09/30/2015 | 33,634,698 | 0.9% | 2,543,859 | 8.18 | 1,926,596 |
JP Morgan Chase & Co (NYSE:JPM) Quick Overview on Friday, January 29 2016 (08:28AM EST)
JP Morgan Chase & Co stock is currently trading at $57.28 (as of 1/28/2016 4:00pm EST). The current asking price for JPM is $57.74 and bid price is $57.00. The JPM stock is UP by $+0.24 (or +0.42%) after trading opened at 9:30am EST at the opening price of $57.52. Today's high so far has been $57.97 and the low has been $56.63 with the day's price range fluctuating between $56.63 - 57.97 (or +0.24 - +0.42%). The current trading volume for the day has been 15497916 shares so far. The average daily trading volume for JPM is 16713800 shares.
JP Morgan Chase & Co (NYSE:JPM) Stock Price Graph for trading day, January 29 2016
Previous trading session performance
The stock has a previous day closing price of $57.04 from its last trading session on January 28, 2016 4:00PM EST.
Overall Yearly performance for JP Morgan Chase & Co
The high for the year 2016 has been $70.61 and the low has been $50.07. The range for the stock for this year has been $50.07 - 70.61 so far. The stock is DOWN from year high by $-13.33 or (-18.88%). The stock is UP from year low by $7.21 or (+14.40%). JPM has a book value of $60.29. The Short Ratio for JPM is 1.99. The Earnings Per Share (EPS) value for JPM is 6.00. The Price to Sales Ratio for JP Morgan Chase & Co is 2.34. JPM has a 50-day moving average of $61.83 and a 200-day moving average of $64.33.
JP Morgan Chase & Co (NYSE:JPM) Stock Price Graph for 2016
JP Morgan Chase & Co (NYSE:JPM) - Company Financials
JP Morgan Chase & Co has a market capitalization of 210.46B. The Price to Earnings ratio (P/E) for JPM is 9.55. The Price/Earnings to growth ratio (PEG) is 1.19.
JP Morgan Chase & Co (NYSE:JPM) Forecast
JP Morgan Chase & Co stock has an estimated Earnings Per Share (EPS) value of 6.09 for the current year of 2016. The EPS for the next quarter is estimated to be 1.51. The EPS for year 2016 is estimated to be 6.72. Analysts have estimated a One Year target price for JPM to be at $72.22.
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