JP Morgan Chase
CFNB

JP Morgan Chase’s California First National Banc CFNB Stock Holding History

JP Morgan Chase’s Portfolio CFNB Stock Details CFNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-57
Closed -$1K – 5356
2017
Q2 		$1K Sell
57
-1,470
-96% -$25K ﹤0.01% 4914
2017
Q1 		$25K Sell
1,527
-2,086
-58% -$33.1K ﹤0.01% 4684
2016
Q4 		$57K Buy
+3,613
New +$53.7K ﹤0.01% 4525
2016
Q2 		– Sell
-60
Closed -$1K – 5122
2016
Q1 		$1K Hold
60
– – ﹤0.01% 4611
2015
Q4 		$1K Buy
+60
New +$803 ﹤0.01% 4650

Other funds holding CFNB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WOC
West Oak Capital Westlake Village, California $2.52M AUM 17.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase's CFNB Position: Q3 2017 in Review

JP Morgan Chase sold out of California First National Banc (CFNB) in Q3 2017, closing a stake of 57 shares — an estimated $1K sold.

JP Morgan Chase first reported a position in CFNB in Q4 2015 and held it in 5 quarters. The position peaked at $57K in Q4 2016. 31 funds tracked by Wall St. Rank hold CFNB as of Q3 2017.

  • JP Morgan Chase reported no remaining California First National Banc position as of Q3 2017 after selling out during the quarter.
  • JP Morgan Chase sold 57 California First National Banc shares in Q3 2017, an estimated $1K.
  • JP Morgan Chase first reported a position in California First National Banc in Q4 2015 and held it in 5 quarters.
  • JP Morgan Chase's California First National Banc position peaked at $57K in Q4 2016.
  • 31 funds tracked by Wall St. Rank held California First National Banc as of Q3 2017.

Based on JP Morgan Chase's 13F filing for Q3 2017, filed 9 Nov 2017.