Curi RMB Capital’s JPMorgan Chase & Co. JPM.PRD.CL Stock Holding History

Curi RMB Capital’s Portfolio JPM.PRD.CL Stock Details JPM.PRD.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-33,537	Closed	-$810K	–	523
2015 Q3	$810K	Buy	+33,537	New	+$811K	0.05%	284

Other funds holding JPM.PRD.CL

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Mengis Capital Management Portland, Oregon $581M AUM 28.04% 1-Year Est. Return

Reik & Co New York $363M AUM 3.03% 1-Year Est. Return

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return

Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return

Curi RMB Capital's JPM.PRD.CL Position: Q4 2015 in Review

Curi RMB Capital sold out of JPMorgan Chase & Co. (JPM.PRD.CL) in Q4 2015, closing a stake of 33,537 shares — an estimated $810K sold.

Curi RMB Capital first reported a position in JPM.PRD.CL in Q3 2015 and held it in 1 quarter. The position peaked at $810K in Q3 2015. 7 funds tracked by Wall St. Rank hold JPM.PRD.CL as of Q4 2015.

Curi RMB Capital reported no remaining JPMorgan Chase & Co. position as of Q4 2015 after selling out during the quarter.
Curi RMB Capital sold 33,537 JPMorgan Chase & Co. shares in Q4 2015, an estimated $810K.
Curi RMB Capital first reported a position in JPMorgan Chase & Co. in Q3 2015 and held it in 1 quarter.
Curi RMB Capital's JPMorgan Chase & Co. position peaked at $810K in Q3 2015.
7 funds tracked by Wall St. Rank held JPMorgan Chase & Co. as of Q4 2015.

Based on Curi RMB Capital's 13F filing for Q4 2015, filed 12 Feb 2016.