JP Morgan Chase
CBF

JP Morgan Chase’s Capital Bank Financial Corp. Class A Common Stock CBF Stock Holding History

JP Morgan Chase’s Portfolio CBF Stock Details CBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-592,414
Closed -$24.2M – 5714
2017
Q3 		$24.2M Buy
592,414
+62,329
+12% +$2.38M 0.01% 1377
2017
Q2 		$20.2M Sell
530,085
-82,019
-13% -$3.24M ﹤0.01% 1447
2017
Q1 		$26.6M Buy
612,104
+628
+0.1% +$25.3K 0.01% 1278
2016
Q4 		$24M Sell
611,476
-43,764
-7% -$1.53M 0.01% 1345
2016
Q3 		$21M Sell
655,240
-6,517
-1% -$197K 0.01% 1336
2016
Q2 		$19.1M Sell
661,757
-4,733
-0.7% -$143K ﹤0.01% 1429
2016
Q1 		$20.6M Buy
666,490
+20,023
+3% +$598K 0.01% 1318
2015
Q4 		$20.7M Buy
646,467
+9,400
+1% +$306K 0.01% 1303
2015
Q3 		$19.3M Buy
637,067
+31,735
+5% +$951K 0.01% 1281
2015
Q2 		$17.6M Buy
605,332
+21,571
+4% +$615K ﹤0.01% 1490
2015
Q1 		$16.1M Buy
583,761
+48,150
+9% +$1.26M ﹤0.01% 1588
2014
Q4 		$14.4M Buy
535,611
+50,156
+10% +$1.27M ﹤0.01% 1699
2014
Q3 		$11.6M Buy
485,455
+66,450
+16% +$1.59M ﹤0.01% 1809
2014
Q2 		$9.89M Buy
419,005
+1,385
+0.3% +$33.5K ﹤0.01% 1752
2014
Q1 		$10.5M Buy
417,620
+393,818
+1,655% +$9.27M ﹤0.01% 1702
2013
Q4 		$542K Sell
23,802
-16,914
-42% -$380K ﹤0.01% 3452
2013
Q3 		$895K Buy
+40,716
New +$823K ﹤0.01% 3341

Other funds holding CBF

AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

JP Morgan Chase's CBF Position: Q4 2017 in Review

JP Morgan Chase sold out of Capital Bank Financial Corp. Class A Common Stock (CBF) in Q4 2017, closing a stake of 592,414 shares — an estimated $24.2M sold.

JP Morgan Chase first reported a position in CBF in Q3 2013 and held it in 17 quarters. The position peaked at $26.6M in Q1 2017. 4 funds tracked by Wall St. Rank hold CBF as of Q4 2017.

  • JP Morgan Chase reported no remaining Capital Bank Financial Corp. Class A Common Stock position as of Q4 2017 after selling out during the quarter.
  • JP Morgan Chase sold 592,414 Capital Bank Financial Corp. Class A Common Stock shares in Q4 2017, an estimated $24.2M.
  • JP Morgan Chase first reported a position in Capital Bank Financial Corp. Class A Common Stock in Q3 2013 and held it in 17 quarters.
  • JP Morgan Chase's Capital Bank Financial Corp. Class A Common Stock position peaked at $26.6M in Q1 2017.
  • 4 funds tracked by Wall St. Rank held Capital Bank Financial Corp. Class A Common Stock as of Q4 2017.

Based on JP Morgan Chase's 13F filing for Q4 2017, filed 13 Feb 2018.