JP Morgan Chase’s Charter Financial Corp CHFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-484,432
| Closed | -$11.7M | – | 5961 |
|
|
2018
Q2 | $11.7M | Sell |
484,432
-52,320
| -10% | -$1.25M | ﹤0.01% | 2012 |
|
|
2018
Q1 | $10.9M | Sell |
536,752
-45,770
| -8% | -$887K | ﹤0.01% | 1963 |
|
|
2017
Q4 | $10.2M | Sell |
582,522
-24,131
| -4% | -$444K | ﹤0.01% | 2103 |
|
|
2017
Q3 | $11.3M | Sell |
606,653
-33,282
| -5% | -$579K | ﹤0.01% | 1896 |
|
|
2017
Q2 | $11.5M | Sell |
639,935
-9,136
| -1% | -$171K | ﹤0.01% | 1864 |
|
|
2017
Q1 | $12.8M | Sell |
649,071
-4,146
| -0.6% | -$74.7K | ﹤0.01% | 1756 |
|
|
2016
Q4 | $10.9M | Buy |
653,217
+26,342
| +4% | +$370K | ﹤0.01% | 1862 |
|
|
2016
Q3 | $8.07M | Buy |
626,875
+12,575
| +2% | +$166K | ﹤0.01% | 1921 |
|
|
2016
Q2 | $8.16M | Sell |
614,300
-26,200
| -4% | -$343K | ﹤0.01% | 1975 |
|
|
2016
Q1 | $8.65M | Sell |
640,500
-5,700
| -0.9% | -$76K | ﹤0.01% | 1858 |
|
|
2015
Q4 | $8.54M | Sell |
646,200
-5,050
| -0.8% | -$66.2K | ﹤0.01% | 1914 |
|
|
2015
Q3 | $8.26M | Sell |
651,250
-26,225
| -4% | -$324K | ﹤0.01% | 1909 |
|
|
2015
Q2 | $8.41M | Sell |
677,475
-41,325
| -6% | -$501K | ﹤0.01% | 2052 |
|
|
2015
Q1 | $8.27M | Sell |
718,800
-17,631
| -2% | -$203K | ﹤0.01% | 2028 |
|
|
2014
Q4 | $8.43M | Buy |
736,431
+270,031
| +58% | +$3.02M | ﹤0.01% | 2070 |
|
|
2014
Q3 | $4.99M | Buy |
466,400
+114,400
| +33% | +$1.25M | ﹤0.01% | 2374 |
|
|
2014
Q2 | $3.91M | Sell |
352,000
-9,000
| -2% | -$97.5K | ﹤0.01% | 2200 |
|
|
2014
Q1 | $3.9M | Buy |
361,000
+29,325
| +9% | +$313K | ﹤0.01% | 2231 |
|
|
2013
Q4 | $3.57M | Sell |
331,675
-2,537
| -0.8% | -$27.4K | ﹤0.01% | 2384 |
|
|
2013
Q3 | $3.61M | Buy |
334,212
+297,555
| +812% | +$3.15M | ﹤0.01% | 2404 |
|
|
2013
Q2 | $369K | Buy |
+36,657
| New | +$369K | ﹤0.01% | 3734 |
|
JP Morgan Chase's CHFN Position: Q3 2018 in Review
JP Morgan Chase sold out of Charter Financial Corp (CHFN) in Q3 2018, closing a stake of 484,432 shares — an estimated $11.7M sold.
JP Morgan Chase first reported a position in CHFN in Q2 2013 and held it in 21 quarters. The position peaked at $12.8M in Q1 2017. 0 funds tracked by Wall St. Rank hold CHFN as of Q3 2018.
- JP Morgan Chase reported no remaining Charter Financial Corp position as of Q3 2018 after selling out during the quarter.
- JP Morgan Chase sold 484,432 Charter Financial Corp shares in Q3 2018, an estimated $11.7M.
- JP Morgan Chase first reported a position in Charter Financial Corp in Q2 2013 and held it in 21 quarters.
- JP Morgan Chase's Charter Financial Corp position peaked at $12.8M in Q1 2017.
- 0 funds tracked by Wall St. Rank held Charter Financial Corp as of Q3 2018.
Based on JP Morgan Chase's 13F filing for Q3 2018, filed 7 Nov 2018.