JP Morgan Chase
IBCA

JP Morgan Chase’s INTERVEST BANCSHARES CORP COM IBCA Stock Holding History

JP Morgan Chase’s Portfolio IBCA Stock Details IBCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-14,059
Closed -$134K – 4514
2014
Q3 		$134K Sell
14,059
-1,629
-10% -$14.7K ﹤0.01% 4060
2014
Q2 		$121K Buy
+15,688
New +$117K ﹤0.01% 3423
2013
Q4 		– Sell
-16,205
Closed -$128K – 4422
2013
Q3 		$128K Sell
16,205
-2,568
-14% -$18.5K ﹤0.01% 4140
2013
Q2 		$125K Buy
+18,773
New +$116K ﹤0.01% 4110

Other funds holding IBCA

NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
LOM
Loeb Offshore Management New York $547M AUM 50.11% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

JP Morgan Chase's IBCA Position: Q4 2014 in Review

JP Morgan Chase sold out of INTERVEST BANCSHARES CORP COM (IBCA) in Q4 2014, closing a stake of 14,059 shares — an estimated $134K sold.

JP Morgan Chase first reported a position in IBCA in Q2 2013 and held it in 4 quarters. The position peaked at $134K in Q3 2014. 51 funds tracked by Wall St. Rank hold IBCA as of Q4 2014.

  • JP Morgan Chase reported no remaining INTERVEST BANCSHARES CORP COM position as of Q4 2014 after selling out during the quarter.
  • JP Morgan Chase sold 14,059 INTERVEST BANCSHARES CORP COM shares in Q4 2014, an estimated $134K.
  • JP Morgan Chase first reported a position in INTERVEST BANCSHARES CORP COM in Q2 2013 and held it in 4 quarters.
  • JP Morgan Chase's INTERVEST BANCSHARES CORP COM position peaked at $134K in Q3 2014.
  • 51 funds tracked by Wall St. Rank held INTERVEST BANCSHARES CORP COM as of Q4 2014.

Based on JP Morgan Chase's 13F filing for Q4 2014, filed 13 Feb 2015.