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IKOS CIF’s JPMorgan Chase JPM Stock Holding History

IKOS CIF’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
-9,605
Closed -$564K – 176
2016
Q1 		$564K Buy
+9,605
New +$561K 1.38% 22
2014
Q2 		– Sell
-178
Closed -$11K – 244
2014
Q1 		$11K Buy
+178
New +$10.3K 0.02% 216

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

IKOS CIF's JPM Position: Q2 2016 in Review

IKOS CIF sold out of JPMorgan Chase (JPM) in Q2 2016, closing a stake of 9,605 shares — an estimated $564K sold.

IKOS CIF first reported a position in JPM in Q1 2014 and held it in 2 quarters. The position peaked at $564K in Q1 2016. 1,909 funds tracked by Wall St. Rank hold JPM as of Q2 2016.

  • IKOS CIF reported no remaining JPMorgan Chase position as of Q2 2016 after selling out during the quarter.
  • IKOS CIF sold 9,605 JPMorgan Chase shares in Q2 2016, an estimated $564K.
  • IKOS CIF first reported a position in JPMorgan Chase in Q1 2014 and held it in 2 quarters.
  • IKOS CIF's JPMorgan Chase position peaked at $564K in Q1 2016.
  • 1,909 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2016.

Based on IKOS CIF's 13F filing for Q2 2016, filed 12 Aug 2016.