Amici Capital’s JPMorgan Chase JPM Stock Holding History

Amici Capital’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
2016 Q4	–	Sell	-18,645	Closed	-$1.24M	–	75
2016 Q3	$1.24M	Sell	18,645 -11,647	-38%	-$759K	0.32%	59
2016 Q2	$1.88M	Hold	30,292	–	–	0.35%	65
2016 Q1	$1.79M	Hold	30,292	–	–	0.21%	67
2015 Q4	$2M	Hold	30,292	–	–	0.14%	70
2015 Q3	$1.85M	Hold	30,292	–	–	0.09%	102
2015 Q2	$2.05M	Hold	30,292	–	–	0.07%	94
2015 Q1	$1.83M	Hold	30,292	–	–	0.07%	95
2014 Q4	$1.9M	Sell	30,292 -23,051	-43%	-$1.39M	0.09%	83
2014 Q3	$3.21M	Hold	53,343	–	–	0.11%	97
2014 Q2	$3.07M	Hold	53,343	–	–	0.1%	96
2014 Q1	$3.24M	Hold	53,343	–	–	0.11%	85
2013 Q4	$3.12M	Hold	53,343	–	–	0.1%	89
2013 Q3	$2.76M	Hold	53,343	–	–	0.1%	99
2013 Q2	$2.82M	Buy	+53,343	New	+$2.71M	0.1%	89

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Amici Capital's JPM Position: Q4 2016 in Review

Amici Capital sold out of JPMorgan Chase (JPM) in Q4 2016, closing a stake of 18,645 shares — an estimated $1.24M sold.

Amici Capital first reported a position in JPM in Q2 2013 and held it in 14 quarters. The position peaked at $3.24M in Q1 2014. 2,090 funds tracked by Wall St. Rank hold JPM as of Q4 2016.

Amici Capital reported no remaining JPMorgan Chase position as of Q4 2016 after selling out during the quarter.
Amici Capital sold 18,645 JPMorgan Chase shares in Q4 2016, an estimated $1.24M.
Amici Capital first reported a position in JPMorgan Chase in Q2 2013 and held it in 14 quarters.
Amici Capital's JPMorgan Chase position peaked at $3.24M in Q1 2014.
2,090 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2016.

Based on Amici Capital's 13F filing for Q4 2016, filed 14 Feb 2017.