Crosspoint Capital Strategies’s JPMorgan Chase JPM Stock Holding History

Crosspoint Capital Strategies’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 Q1	–	Sell	-2,395	Closed	-$151K	–	494
2015 Q4	$151K	Buy	2,395 +1,601	+202%	+$104K	0.04%	264
2015 Q3	$48K	Sell	794 -2,113	-73%	-$138K	0.06%	260
2015 Q2	$197K	Sell	2,907 -72	-2%	-$4.7K	0.06%	187
2015 Q1	$180K	Sell	2,979 -46,509	-94%	-$2.75M	0.09%	144
2014 Q4	$3.1M	Sell	49,488 -1,356	-3%	-$81.6K	1.08%	33
2014 Q3	$3.06M	Sell	50,844 -1,067	-2%	-$62.4K	2.27%	9
2014 Q2	$3.07M	Buy	51,911 +5,994	+13%	+$337K	1.16%	37
2014 Q1	$2.79M	Sell	45,917 -151	-0.3%	-$8.73K	1.13%	28
2013 Q4	$2.64M	Buy	+46,068	New	+$2.52M	0.88%	36

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

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

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

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

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

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

Crosspoint Capital Strategies's JPM Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of JPMorgan Chase (JPM) in Q1 2016, closing a stake of 2,395 shares — an estimated $151K sold.

Crosspoint Capital Strategies first reported a position in JPM in Q4 2013 and held it in 9 quarters. The position peaked at $3.1M in Q4 2014. 1,904 funds tracked by Wall St. Rank hold JPM as of Q1 2016.

Crosspoint Capital Strategies reported no remaining JPMorgan Chase position as of Q1 2016 after selling out during the quarter.
Crosspoint Capital Strategies sold 2,395 JPMorgan Chase shares in Q1 2016, an estimated $151K.
Crosspoint Capital Strategies first reported a position in JPMorgan Chase in Q4 2013 and held it in 9 quarters.
Crosspoint Capital Strategies's JPMorgan Chase position peaked at $3.1M in Q4 2014.
1,904 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.