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Cypress Funds’s JPMorgan Chase JPM Stock Holding History

Cypress Funds’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
-315,000
Closed -$20.8M – 28
2015
Q4 		$20.8M Sell
315,000
-120,000
-28% -$7.81M 5.29% 8
2015
Q3 		$26.5M Buy
435,000
+65,000
+18% +$4.26M 7.69% 2
2015
Q2 		$25.1M Buy
+370,000
New +$24.2M 7.58% 3

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

Cypress Funds's JPM Position: Q1 2016 in Review

Cypress Funds sold out of JPMorgan Chase (JPM) in Q1 2016, closing a stake of 315,000 shares — an estimated $20.8M sold.

Cypress Funds first reported a position in JPM in Q2 2015 and held it in 3 quarters. The position peaked at $26.5M in Q3 2015. 1,904 funds tracked by Wall St. Rank hold JPM as of Q1 2016.

  • Cypress Funds reported no remaining JPMorgan Chase position as of Q1 2016 after selling out during the quarter.
  • Cypress Funds sold 315,000 JPMorgan Chase shares in Q1 2016, an estimated $20.8M.
  • Cypress Funds first reported a position in JPMorgan Chase in Q2 2015 and held it in 3 quarters.
  • Cypress Funds's JPMorgan Chase position peaked at $26.5M in Q3 2015.
  • 1,904 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2016.

Based on Cypress Funds's 13F filing for Q1 2016, filed 12 May 2016.