Copper Rock Capital Partners’s JPMorgan Chase JPM Stock Holding History

Copper Rock Capital Partners’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	–	Sell	-602	Closed	-$55K	–	85
2017 Q2	$55K	Sell	602 -671	-53%	-$57.9K	﹤0.01%	77
2017 Q1	$113K	Sell	1,273 -4,009	-76%	-$354K	0.01%	77
2016 Q4	$456K	Sell	5,282 -767	-13%	-$58.5K	0.03%	75
2016 Q3	$397K	Buy	6,049 +1,296	+27%	+$84.5K	0.03%	89
2016 Q2	$295K	Buy	+4,753	New	+$297K	0.02%	89
2014 Q2	–	Sell	-600	Closed	-$36K	–	182
2014 Q1	$36K	Hold	600	–	–	﹤0.01%	220
2013 Q4	$35K	Hold	600	–	–	﹤0.01%	237
2013 Q3	$31K	Hold	600	–	–	﹤0.01%	242
2013 Q2	$32K	Buy	+600	New	+$30.5K	﹤0.01%	233

Other funds holding JPM

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

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

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

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

Copper Rock Capital Partners's JPM Position: Q3 2017 in Review

Copper Rock Capital Partners sold out of JPMorgan Chase (JPM) in Q3 2017, closing a stake of 602 shares — an estimated $55K sold.

Copper Rock Capital Partners first reported a position in JPM in Q2 2013 and held it in 9 quarters. The position peaked at $456K in Q4 2016. 2,202 funds tracked by Wall St. Rank hold JPM as of Q3 2017.

Copper Rock Capital Partners reported no remaining JPMorgan Chase position as of Q3 2017 after selling out during the quarter.
Copper Rock Capital Partners sold 602 JPMorgan Chase shares in Q3 2017, an estimated $55K.
Copper Rock Capital Partners first reported a position in JPMorgan Chase in Q2 2013 and held it in 9 quarters.
Copper Rock Capital Partners's JPMorgan Chase position peaked at $456K in Q4 2016.
2,202 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2017.

Based on Copper Rock Capital Partners's 13F filing for Q3 2017, filed 11 Oct 2017.