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	-200	Closed	-$12K	–	264
2016 Q1	$12K	Buy	+200	New	+$11.7K	0.01%	172
2013 Q4	–	Sell	-19,000	Closed	-$982K	–	334
2013 Q3	$982K	Buy	19,000 +14,000	+280%	+$751K	0.39%	58
2013 Q2	$264K	Buy	+5,000	New	+$254K	0.1%	151

Other funds holding JPM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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. 1,909 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.
1,909 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.