JP Morgan Chase
IRC

JP Morgan Chase’s INLAND REAL ESTATE CORP IRC Stock Holding History

JP Morgan Chase’s Portfolio IRC Stock Details IRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-59,549
Closed -$632K – 5269
2015
Q4 		$632K Sell
59,549
-6,294
-10% -$58.8K ﹤0.01% 3306
2015
Q3 		$534K Buy
65,843
+2,567
+4% +$23.4K ﹤0.01% 3383
2015
Q2 		$595K Buy
63,276
+813
+1% +$8.31K ﹤0.01% 3499
2015
Q1 		$668K Sell
62,463
-27,387
-30% -$300K ﹤0.01% 3410
2014
Q4 		$984K Buy
89,850
+18,670
+26% +$198K ﹤0.01% 3348
2014
Q3 		$706K Sell
71,180
-150,957
-68% -$1.57M ﹤0.01% 3519
2014
Q2 		$2.36M Buy
222,137
+166,784
+301% +$1.75M ﹤0.01% 2436
2014
Q1 		$584K Sell
55,353
-106,572
-66% -$1.12M ﹤0.01% 3082
2013
Q4 		$1.7M Sell
161,925
-261,905
-62% -$2.75M ﹤0.01% 2849
2013
Q3 		$4.34M Buy
423,830
+183,184
+76% +$1.88M ﹤0.01% 2282
2013
Q2 		$2.46M Buy
+240,646
New +$2.58M ﹤0.01% 2652

Other funds holding IRC

DLG
Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
LIM
Longfellow Investment Management Boston, Massachusetts $480M AUM 8% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

JP Morgan Chase's IRC Position: Q1 2016 in Review

JP Morgan Chase sold out of INLAND REAL ESTATE CORP (IRC) in Q1 2016, closing a stake of 59,549 shares — an estimated $632K sold.

JP Morgan Chase first reported a position in IRC in Q2 2013 and held it in 11 quarters. The position peaked at $4.34M in Q3 2013. 28 funds tracked by Wall St. Rank hold IRC as of Q1 2016.

  • JP Morgan Chase reported no remaining INLAND REAL ESTATE CORP position as of Q1 2016 after selling out during the quarter.
  • JP Morgan Chase sold 59,549 INLAND REAL ESTATE CORP shares in Q1 2016, an estimated $632K.
  • JP Morgan Chase first reported a position in INLAND REAL ESTATE CORP in Q2 2013 and held it in 11 quarters.
  • JP Morgan Chase's INLAND REAL ESTATE CORP position peaked at $4.34M in Q3 2013.
  • 28 funds tracked by Wall St. Rank held INLAND REAL ESTATE CORP as of Q1 2016.

Based on JP Morgan Chase's 13F filing for Q1 2016, filed 10 May 2016.