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Caldwell & Orkin’s JPMorgan Chase JPM Stock Holding History

Caldwell & Orkin’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
2017
Q3 		$1.81M Sell
18,960
-2,240
-11% -$207K 1.84% 22
2017
Q2 		$1.94M Sell
21,200
-12,225
-37% -$1.05M 2.41% 15
2017
Q1 		$2.94M Buy
+33,425
New +$2.95M 1.64% 18

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Caldwell & Orkin's JPM Position: Q3 2017 in Review

Caldwell & Orkin reduced its JPMorgan Chase (JPM) stake by 11% in Q3 2017, selling an estimated $207K and leaving 18,960 shares worth $1.81M. The position accounts for 1.84% of the portfolio, ranked #22.

Caldwell & Orkin first reported a position in JPM in Q1 2017 and has held it in 3 quarters since. The position peaked at $2.94M in Q1 2017. 2,202 funds tracked by Wall St. Rank hold JPM as of Q3 2017.

  • Caldwell & Orkin held 18,960 shares of JPMorgan Chase worth $1.81M as of Q3 2017.
  • Caldwell & Orkin sold 2,240 JPMorgan Chase shares in Q3 2017, an estimated $207K.
  • JPMorgan Chase made up 1.84% of Caldwell & Orkin's portfolio in Q3 2017, its #22 holding.
  • Caldwell & Orkin first reported a position in JPMorgan Chase in Q1 2017 and has held it in 3 quarters since.
  • Caldwell & Orkin's JPMorgan Chase position peaked at $2.94M in Q1 2017.
  • 2,202 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2017.

Based on Caldwell & Orkin's 13F filing for Q3 2017, filed 7 Nov 2017.