Cupps Capital Management’s JPMorgan Chase JPM Stock Holding History

Cupps Capital Management’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 Q3	$47K	Buy	+720	New	+$46.9K	0.02%	151
2014 Q2	–	Sell	-3,288	Closed	-$199K	–	225
2014 Q1	$199K	Sell	3,288 -30,768	-90%	-$1.78M	0.02%	154
2013 Q4	$1.99M	Sell	34,056 -11,380	-25%	-$623K	0.14%	113
2013 Q3	$2.35M	Sell	45,436 -14,270	-24%	-$765K	0.15%	106
2013 Q2	$3.15M	Buy	+59,706	New	+$3.04M	0.25%	88

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Cupps Capital Management's JPM Position: Q3 2016 in Review

Cupps Capital Management opened a new position in JPMorgan Chase (JPM) in Q3 2016: 720 shares worth $47K. The stake represents 0.02% of the portfolio and ranks #151 among its holdings. This is a return to the name: Cupps Capital Management previously reported a position in JPM as recently as Q1 2014.

Cupps Capital Management first reported a position in JPM in Q2 2013 and has held it in 5 quarters since. The position peaked at $3.15M in Q2 2013. 1,923 funds tracked by Wall St. Rank hold JPM as of Q3 2016.

Cupps Capital Management held 720 shares of JPMorgan Chase worth $47K as of Q3 2016.
JPMorgan Chase was a new Cupps Capital Management position in Q3 2016.
JPMorgan Chase made up 0.02% of Cupps Capital Management's portfolio in Q3 2016, its #151 holding.
Cupps Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 5 quarters since.
Cupps Capital Management's JPMorgan Chase position peaked at $3.15M in Q2 2013.
1,923 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2016.

Based on Cupps Capital Management's 13F filing for Q3 2016, filed 11 Oct 2016.