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Harvest Capital Strategies’s JPMorgan Chase JPM Stock Holding History

Harvest Capital Strategies’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
2014
Q4 		– Sell
-36,289
Closed -$2.19M – 141
2014
Q3 		$2.19M Sell
36,289
-9,000
-20% -$526K 0.18% 80
2014
Q2 		$2.61M Buy
45,289
+17,589
+63% +$989K 0.14% 76
2014
Q1 		$1.68M Buy
+27,700
New +$1.6M 0.13% 96

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Harvest Capital Strategies's JPM Position: Q4 2014 in Review

Harvest Capital Strategies sold out of JPMorgan Chase (JPM) in Q4 2014, closing a stake of 36,289 shares — an estimated $2.19M sold.

Harvest Capital Strategies first reported a position in JPM in Q1 2014 and held it in 3 quarters. The position peaked at $2.61M in Q2 2014. 1,815 funds tracked by Wall St. Rank hold JPM as of Q4 2014.

  • Harvest Capital Strategies reported no remaining JPMorgan Chase position as of Q4 2014 after selling out during the quarter.
  • Harvest Capital Strategies sold 36,289 JPMorgan Chase shares in Q4 2014, an estimated $2.19M.
  • Harvest Capital Strategies first reported a position in JPMorgan Chase in Q1 2014 and held it in 3 quarters.
  • Harvest Capital Strategies's JPMorgan Chase position peaked at $2.61M in Q2 2014.
  • 1,815 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2014.

Based on Harvest Capital Strategies's 13F filing for Q4 2014, filed 17 Feb 2015.