First New York Securities’s JPMorgan Chase JPM Stock Holding History

First New York Securities’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 Q2	–	Sell	-6,000	Closed	-$355K	–	265
2016 Q1	$355K	Buy	+6,000	New	+$350K	0.24%	53
2015 Q1	–	Sell	-1,000	Closed	-$62.6K	–	424
2014 Q4	$62.6K	Hold	1,000	–	–	0.11%	122
2014 Q3	$60.2K	Buy	+1,000	New	+$58.5K	0.04%	239
2014 Q2	–	Sell	-501	Closed	-$30K	–	277
2014 Q1	$30K	Buy	501 +1	+0.2%	+$58	0.01%	283
2013 Q4	$29K	Buy	+500	New	+$27.4K	0.02%	213

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First New York Securities's JPM Position: Q2 2016 in Review

First New York Securities sold out of JPMorgan Chase (JPM) in Q2 2016, closing a stake of 6,000 shares — an estimated $355K sold.

First New York Securities first reported a position in JPM in Q4 2013 and held it in 5 quarters. The position peaked at $355K in Q1 2016. 1,911 funds tracked by Wall St. Rank hold JPM as of Q2 2016.

First New York Securities reported no remaining JPMorgan Chase position as of Q2 2016 after selling out during the quarter.
First New York Securities sold 6,000 JPMorgan Chase shares in Q2 2016, an estimated $355K.
First New York Securities first reported a position in JPMorgan Chase in Q4 2013 and held it in 5 quarters.
First New York Securities's JPMorgan Chase position peaked at $355K in Q1 2016.
1,911 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2016.

Based on First New York Securities's 13F filing for Q2 2016, filed 27 Jul 2016.