CC
JPM icon

Curian Capital’s JPMorgan Chase JPM Stock Holding History

Curian Capital’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
-149,577
Closed -$9.88M – 208
2015
Q4 		$9.88M Sell
149,577
-256,642
-63% -$16.7M 0.73% 21
2015
Q3 		$24.8M Sell
406,219
-370,347
-48% -$24.3M 0.66% 25
2015
Q2 		$52.6M Buy
776,566
+10,869
+1% +$710K 0.89% 19
2015
Q1 		$46.4M Buy
765,697
+51,685
+7% +$3.06M 0.78% 24
2014
Q4 		$44.7M Buy
714,012
+78,729
+12% +$4.74M 0.76% 27
2014
Q3 		$38.3M Buy
635,283
+160,188
+34% +$9.36M 0.68% 25
2014
Q2 		$27.4M Buy
475,095
+29,372
+7% +$1.65M 0.48% 42
2014
Q1 		$27.1M Buy
445,723
+322,043
+260% +$18.6M 0.48% 39
2013
Q4 		$7.23M Buy
123,680
+107,552
+667% +$5.89M 0.13% 178
2013
Q3 		$834K Sell
16,128
-23,157
-59% -$1.24M 0.01% 437
2013
Q2 		$2.07M Buy
+39,285
New +$2M 0.04% 245

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Curian Capital's JPM Position: Q1 2016 in Review

Curian Capital sold out of JPMorgan Chase (JPM) in Q1 2016, closing a stake of 149,577 shares — an estimated $9.88M sold.

Curian Capital first reported a position in JPM in Q2 2013 and held it in 11 quarters. The position peaked at $52.6M in Q2 2015. 1,904 funds tracked by Wall St. Rank hold JPM as of Q1 2016.

  • Curian Capital reported no remaining JPMorgan Chase position as of Q1 2016 after selling out during the quarter.
  • Curian Capital sold 149,577 JPMorgan Chase shares in Q1 2016, an estimated $9.88M.
  • Curian Capital first reported a position in JPMorgan Chase in Q2 2013 and held it in 11 quarters.
  • Curian Capital's JPMorgan Chase position peaked at $52.6M in Q2 2015.
  • 1,904 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2016.

Based on Curian Capital's 13F filing for Q1 2016.