JP Morgan Chase
MVC

JP Morgan Chase’s MVC Capital, Inc. MVC Stock Holding History

JP Morgan Chase’s Portfolio MVC Stock Details MVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-7,521
Closed -$73K – 6043
2018
Q3 		$73K Sell
7,521
-20,823
-73% -$198K ﹤0.01% 5067
2018
Q2 		$269K Buy
28,344
+14,262
+101% +$143K ﹤0.01% 4440
2018
Q1 		$140K Sell
14,082
-25,666
-65% -$266K ﹤0.01% 4488
2017
Q4 		$420K Buy
39,748
+10,204
+35% +$108K ﹤0.01% 4139
2017
Q3 		$297K Buy
29,544
+13,706
+87% +$139K ﹤0.01% 3986
2017
Q2 		$156K Sell
15,838
-3,655
-19% -$33.6K ﹤0.01% 4052
2017
Q1 		$175K Sell
19,493
-3,201
-14% -$27.9K ﹤0.01% 4123
2016
Q4 		$195K Sell
22,694
-1,499
-6% -$12.8K ﹤0.01% 4193
2016
Q3 		$201K Buy
24,193
+12,851
+113% +$104K ﹤0.01% 3687
2016
Q2 		$91K Buy
+11,342
New +$88.3K ﹤0.01% 3893
2016
Q1 		– Sell
-2,091
Closed -$15K – 5061
2015
Q4 		$15K Buy
+2,091
New +$16.9K ﹤0.01% 4133
2014
Q2 		– Sell
-95,061
Closed -$1.29M – 3662
2014
Q1 		$1.29M Buy
95,061
+12,104
+15% +$169K ﹤0.01% 2743
2013
Q4 		$1.12M Sell
82,957
-12,779
-13% -$177K ﹤0.01% 3094
2013
Q3 		$1.25M Buy
95,736
+13,796
+17% +$176K ﹤0.01% 3127
2013
Q2 		$1.03M Buy
+81,940
New +$1.05M ﹤0.01% 3236

Other funds holding MVC

WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
OA
Omega Advisors New York $1.02B AUM 7% 1-Year Est. Return

JP Morgan Chase's MVC Position: Q4 2018 in Review

JP Morgan Chase sold out of MVC Capital, Inc. (MVC) in Q4 2018, closing a stake of 7,521 shares — an estimated $73K sold.

JP Morgan Chase first reported a position in MVC in Q2 2013 and held it in 15 quarters. The position peaked at $1.29M in Q1 2014. 42 funds tracked by Wall St. Rank hold MVC as of Q4 2018.

  • JP Morgan Chase reported no remaining MVC Capital, Inc. position as of Q4 2018 after selling out during the quarter.
  • JP Morgan Chase sold 7,521 MVC Capital, Inc. shares in Q4 2018, an estimated $73K.
  • JP Morgan Chase first reported a position in MVC Capital, Inc. in Q2 2013 and held it in 15 quarters.
  • JP Morgan Chase's MVC Capital, Inc. position peaked at $1.29M in Q1 2014.
  • 42 funds tracked by Wall St. Rank held MVC Capital, Inc. as of Q4 2018.

Based on JP Morgan Chase's 13F filing for Q4 2018, filed 11 Feb 2019.