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Equitec Specialists’s JPMorgan Chase JPM Stock Holding History

Equitec Specialists’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
2017
Q2 		– Sell
-4,760
Closed -$418K – 106
2017
Q1 		$418K Sell
4,760
-30,800
-87% -$2.72M 0.09% 41
2016
Q4 		$3.07M Buy
35,560
+35,460
+35,460% +$2.7M 0.73% 23
2016
Q3 		$7K Buy
+100
New +$6.52K ﹤0.01% 99

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Equitec Specialists's JPM Position: Q2 2017 in Review

Equitec Specialists sold out of JPMorgan Chase (JPM) in Q2 2017, closing a stake of 4,760 shares — an estimated $418K sold.

Equitec Specialists first reported a position in JPM in Q3 2016 and held it in 3 quarters. The position peaked at $3.07M in Q4 2016. 2,199 funds tracked by Wall St. Rank hold JPM as of Q2 2017.

  • Equitec Specialists reported no remaining JPMorgan Chase position as of Q2 2017 after selling out during the quarter.
  • Equitec Specialists sold 4,760 JPMorgan Chase shares in Q2 2017, an estimated $418K.
  • Equitec Specialists first reported a position in JPMorgan Chase in Q3 2016 and held it in 3 quarters.
  • Equitec Specialists's JPMorgan Chase position peaked at $3.07M in Q4 2016.
  • 2,199 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2017.

Based on Equitec Specialists's 13F filing for Q2 2017, filed 19 Jul 2017.