FNY Managed Accounts’s JPMorgan Chase JPM Stock Holding History

FNY Managed Accounts’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
2018 Q1	$0	Sell	4 -83	-95%	-$9.4K	﹤0.01%	719
2017 Q4	$9K	Sell	87 -313	-78%	-$31.7K	0.01%	227
2017 Q3	$38K	Buy	400 +127	+47%	+$11.7K	0.05%	208
2017 Q2	$24K	Sell	273 -27	-9%	-$2.33K	0.24%	65
2017 Q1	$26K	Buy	+300	New	+$26.5K	0.08%	317
2016 Q4	–	Sell	-5,625	Closed	-$375K	–	158
2016 Q3	$375K	Buy	5,625 +1,875	+50%	+$122K	0.32%	61
2016 Q2	$233K	Buy	3,750 +2,446	+188%	+$153K	0.21%	64
2016 Q1	$77.2K	Buy	+1,304	New	+$76.2K	0.14%	114
2015 Q4	–	Sell	-2,429	Closed	-$148K	–	290
2015 Q3	$148K	Buy	2,429 +1,200	+98%	+$78.6K	0.41%	63
2015 Q2	$83.3K	Sell	1,229 -13,771	-92%	-$899K	0.1%	125
2015 Q1	$909K	Buy	15,000 +14,000	+1,400%	+$829K	0.75%	19
2014 Q4	$62.6K	Buy	+1,000	New	+$60.2K	0.07%	111
2013 Q4	–	Sell	-11,000	Closed	-$569K	–	176
2013 Q3	$569K	Buy	+11,000	New	+$590K	0.63%	24

Other funds holding JPM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

FNY Managed Accounts's JPM Position: Q1 2018 in Review

FNY Managed Accounts reduced its JPMorgan Chase (JPM) stake by 95% in Q1 2018, selling an estimated $9.4K and leaving 4 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #719.

FNY Managed Accounts first reported a position in JPM in Q3 2013 and has held it in 13 quarters since. The position peaked at $909K in Q1 2015. 2,447 funds tracked by Wall St. Rank hold JPM as of Q1 2018.

FNY Managed Accounts held 4 shares of JPMorgan Chase worth $0 as of Q1 2018.
FNY Managed Accounts sold 83 JPMorgan Chase shares in Q1 2018, an estimated $9.4K.
JPMorgan Chase made up ﹤0.01% of FNY Managed Accounts's portfolio in Q1 2018, its #719 holding.
FNY Managed Accounts first reported a position in JPMorgan Chase in Q3 2013 and has held it in 13 quarters since.
FNY Managed Accounts's JPMorgan Chase position peaked at $909K in Q1 2015.
2,447 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2018.

Based on FNY Managed Accounts's 13F filing for Q1 2018, filed 18 Apr 2018.