JP Morgan Chase
MDLY

JP Morgan Chase’s Medley Management Inc MDLY Stock Holding History

JP Morgan Chase’s Portfolio MDLY Stock Details MDLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-40
Closed -$2K – 5771
2018
Q1 		$2K Sell
40
-276
-87% -$17.6K ﹤0.01% 5299
2017
Q4 		$20K Buy
316
+209
+195% +$13K ﹤0.01% 5166
2017
Q3 		$7K Sell
107
-885
-89% -$55.4K ﹤0.01% 4773
2017
Q2 		$64K Sell
992
-3,075
-76% -$209K ﹤0.01% 4300
2017
Q1 		$338K Sell
4,067
-442
-10% -$41.4K ﹤0.01% 3867
2016
Q4 		$446K Buy
4,509
+2,095
+87% +$193K ﹤0.01% 3829
2016
Q3 		$203K Buy
2,414
+2,331
+2,808% +$173K ﹤0.01% 3683
2016
Q2 		$5K Buy
83
+5
+6% +$305 ﹤0.01% 4469
2016
Q1 		$4K Buy
78
+10
+15% +$548 ﹤0.01% 4421
2015
Q4 		$4K Buy
+68
New +$4.4K ﹤0.01% 4405

Other funds holding MDLY

AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
FM
Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return

JP Morgan Chase's MDLY Position: Q2 2018 in Review

JP Morgan Chase sold out of Medley Management Inc (MDLY) in Q2 2018, closing a stake of 40 shares — an estimated $2K sold.

JP Morgan Chase first reported a position in MDLY in Q4 2015 and held it in 10 quarters. The position peaked at $446K in Q4 2016. 38 funds tracked by Wall St. Rank hold MDLY as of Q2 2018.

  • JP Morgan Chase reported no remaining Medley Management Inc position as of Q2 2018 after selling out during the quarter.
  • JP Morgan Chase sold 40 Medley Management Inc shares in Q2 2018, an estimated $2K.
  • JP Morgan Chase first reported a position in Medley Management Inc in Q4 2015 and held it in 10 quarters.
  • JP Morgan Chase's Medley Management Inc position peaked at $446K in Q4 2016.
  • 38 funds tracked by Wall St. Rank held Medley Management Inc as of Q2 2018.

Based on JP Morgan Chase's 13F filing for Q2 2018, filed 14 Aug 2018.