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Fortress Investment Group’s JPMorgan Chase JPM Stock Holding History

Fortress Investment Group’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
2015
Q3 		– Sell
-10,000
Closed -$677K – 99
2015
Q2 		$677K Buy
+10,000
New +$653K 0.01% 45
2014
Q4 		– Sell
-83,800
Closed -$5.05M – 201
2014
Q3 		$5.05M Buy
83,800
+31,800
+61% +$1.86M 0.06% 89
2014
Q2 		$3M Buy
+52,000
New +$2.92M 0.04% 70

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Fortress Investment Group's JPM Position: Q3 2015 in Review

Fortress Investment Group sold out of JPMorgan Chase (JPM) in Q3 2015, closing a stake of 10,000 shares — an estimated $677K sold.

Fortress Investment Group first reported a position in JPM in Q2 2014 and held it in 3 quarters. The position peaked at $5.05M in Q3 2014. 1,835 funds tracked by Wall St. Rank hold JPM as of Q3 2015.

  • Fortress Investment Group reported no remaining JPMorgan Chase position as of Q3 2015 after selling out during the quarter.
  • Fortress Investment Group sold 10,000 JPMorgan Chase shares in Q3 2015, an estimated $677K.
  • Fortress Investment Group first reported a position in JPMorgan Chase in Q2 2014 and held it in 3 quarters.
  • Fortress Investment Group's JPMorgan Chase position peaked at $5.05M in Q3 2014.
  • 1,835 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2015.

Based on Fortress Investment Group's 13F filing for Q3 2015, filed 16 Nov 2015.