JP Morgan Chase
EXL

JP Morgan Chase’s EXCEL TRUST , INC COM STK EXL Stock Holding History

JP Morgan Chase’s Portfolio EXL Stock Details EXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-3,244,403
Closed -$51.2M – 4285
2015
Q2 		$51.2M Sell
3,244,403
-25,830
-0.8% -$406K 0.01% 870
2015
Q1 		$45.8M Buy
3,270,233
+290,253
+10% +$4.03M 0.01% 944
2014
Q4 		$39.9M Buy
2,979,980
+402,585
+16% +$5.16M 0.01% 1048
2014
Q3 		$30.3M Buy
2,577,395
+264,674
+11% +$3.39M 0.01% 1193
2014
Q2 		$30.8M Buy
2,312,721
+324,582
+16% +$4.2M 0.01% 1099
2014
Q1 		$25.2M Buy
1,988,139
+350,733
+21% +$4.19M 0.01% 1194
2013
Q4 		$18.6M Buy
1,637,406
+66,338
+4% +$784K 0.01% 1367
2013
Q3 		$18.9M Buy
1,571,068
+374,399
+31% +$4.72M 0.01% 1364
2013
Q2 		$15.3M Buy
+1,196,669
New +$16.8M ﹤0.01% 1411

JP Morgan Chase's EXL Position: Q3 2015 in Review

JP Morgan Chase sold out of EXCEL TRUST , INC COM STK (EXL) in Q3 2015, closing a stake of 3,244,403 shares — an estimated $51.2M sold.

JP Morgan Chase first reported a position in EXL in Q2 2013 and held it in 9 quarters. The position peaked at $51.2M in Q2 2015. 0 funds tracked by Wall St. Rank hold EXL as of Q3 2015.

  • JP Morgan Chase reported no remaining EXCEL TRUST , INC COM STK position as of Q3 2015 after selling out during the quarter.
  • JP Morgan Chase sold 3,244,403 EXCEL TRUST , INC COM STK shares in Q3 2015, an estimated $51.2M.
  • JP Morgan Chase first reported a position in EXCEL TRUST , INC COM STK in Q2 2013 and held it in 9 quarters.
  • JP Morgan Chase's EXCEL TRUST , INC COM STK position peaked at $51.2M in Q2 2015.
  • 0 funds tracked by Wall St. Rank held EXCEL TRUST , INC COM STK as of Q3 2015.

Based on JP Morgan Chase's 13F filing for Q3 2015, filed 13 Nov 2015.