JP Morgan Chase
KONA

JP Morgan Chase’s Kona Grill, Inc. KONA Stock Holding History

JP Morgan Chase’s Portfolio KONA Stock Details KONA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-347
Closed -$4K – 5098
2016
Q1 		$4K Hold
347
– – ﹤0.01% 4426
2015
Q4 		$6K Buy
+347
New +$5.17K ﹤0.01% 4319

Other funds holding KONA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

JP Morgan Chase's KONA Position: Q2 2016 in Review

JP Morgan Chase sold out of Kona Grill, Inc. (KONA) in Q2 2016, closing a stake of 347 shares — an estimated $4K sold.

JP Morgan Chase first reported a position in KONA in Q4 2015 and held it in 2 quarters. The position peaked at $6K in Q4 2015. 59 funds tracked by Wall St. Rank hold KONA as of Q2 2016.

  • JP Morgan Chase reported no remaining Kona Grill, Inc. position as of Q2 2016 after selling out during the quarter.
  • JP Morgan Chase sold 347 Kona Grill, Inc. shares in Q2 2016, an estimated $4K.
  • JP Morgan Chase first reported a position in Kona Grill, Inc. in Q4 2015 and held it in 2 quarters.
  • JP Morgan Chase's Kona Grill, Inc. position peaked at $6K in Q4 2015.
  • 59 funds tracked by Wall St. Rank held Kona Grill, Inc. as of Q2 2016.

Based on JP Morgan Chase's 13F filing for Q2 2016, filed 8 Aug 2016.