JP Morgan Chase
NEWS

JP Morgan Chase’s NewStar Financial, Inc. NEWS Stock Holding History

JP Morgan Chase’s Portfolio NEWS Stock Details NEWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-16,820
Closed -$177K – 5429
2017
Q2 		$177K Sell
16,820
-21,080
-56% -$214K ﹤0.01% 4022
2017
Q1 		$401K Sell
37,900
-7,286
-16% -$70.7K ﹤0.01% 3805
2016
Q4 		$418K Buy
45,186
+44,906
+16,038% +$422K ﹤0.01% 3865
2016
Q3 		$3K Hold
280
– – ﹤0.01% 4421
2016
Q2 		$2K Hold
280
– – ﹤0.01% 4648
2016
Q1 		$2K Hold
280
– – ﹤0.01% 4542
2015
Q4 		$3K Buy
+280
New +$2.6K ﹤0.01% 4500
2014
Q3 		– Sell
-34,949
Closed -$492K – 4407
2014
Q2 		$492K Sell
34,949
-1,000
-3% -$12.7K ﹤0.01% 3120
2014
Q1 		$499K Buy
+35,949
New +$551K ﹤0.01% 3134
2013
Q4 		– Sell
-22,336
Closed -$407K – 4510
2013
Q3 		$407K Buy
22,336
+8,227
+58% +$123K ﹤0.01% 3730
2013
Q2 		$188K Buy
+14,109
New +$177K ﹤0.01% 4007

Other funds holding NEWS

CC
Corsair Capital New York $1.74M AUM 5.17% 1-Year Est. Return
CZPM
Capital Z Partners Management New York $47.4M AUM 35.48% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $16.4M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OCMI
Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return

JP Morgan Chase's NEWS Position: Q3 2017 in Review

JP Morgan Chase sold out of NewStar Financial, Inc. (NEWS) in Q3 2017, closing a stake of 16,820 shares — an estimated $177K sold.

JP Morgan Chase first reported a position in NEWS in Q2 2013 and held it in 11 quarters. The position peaked at $499K in Q1 2014. 80 funds tracked by Wall St. Rank hold NEWS as of Q3 2017.

  • JP Morgan Chase reported no remaining NewStar Financial, Inc. position as of Q3 2017 after selling out during the quarter.
  • JP Morgan Chase sold 16,820 NewStar Financial, Inc. shares in Q3 2017, an estimated $177K.
  • JP Morgan Chase first reported a position in NewStar Financial, Inc. in Q2 2013 and held it in 11 quarters.
  • JP Morgan Chase's NewStar Financial, Inc. position peaked at $499K in Q1 2014.
  • 80 funds tracked by Wall St. Rank held NewStar Financial, Inc. as of Q3 2017.

Based on JP Morgan Chase's 13F filing for Q3 2017, filed 9 Nov 2017.