JP Morgan Chase
SGBK

JP Morgan Chase’s Stonegate Bank SGBK Stock Holding History

JP Morgan Chase’s Portfolio SGBK Stock Details SGBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-158,015
Closed -$7.3M – 5362
2017
Q2 		$7.3M Buy
158,015
+58,476
+59% +$2.68M ﹤0.01% 2203
2017
Q1 		$4.69M Buy
99,539
+10,261
+11% +$465K ﹤0.01% 2480
2016
Q4 		$3.73M Buy
89,278
+27,208
+44% +$1.03M ﹤0.01% 2679
2016
Q3 		$2.1M Sell
62,070
-643
-1% -$20.8K ﹤0.01% 2780
2016
Q2 		$2.02M Sell
62,713
-2,357
-4% -$73.3K ﹤0.01% 2799
2016
Q1 		$1.95M Sell
65,070
-1,800
-3% -$53.8K ﹤0.01% 2717
2015
Q4 		$2.2M Sell
66,870
-2,100
-3% -$68.2K ﹤0.01% 2707
2015
Q3 		$1.76M Buy
68,970
+1,250
+2% +$38.4K ﹤0.01% 2811
2015
Q2 		$2.01M Buy
67,720
+24,620
+57% +$729K ﹤0.01% 2913
2015
Q1 		$1.3M Buy
+43,100
New +$1.24M ﹤0.01% 3086

Other funds holding SGBK

AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

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

JP Morgan Chase sold out of Stonegate Bank (SGBK) in Q3 2017, closing a stake of 158,015 shares — an estimated $7.3M sold.

JP Morgan Chase first reported a position in SGBK in Q1 2015 and held it in 10 quarters. The position peaked at $7.3M in Q2 2017. 1 fund tracked by Wall St. Rank holds SGBK as of Q3 2017.

  • JP Morgan Chase reported no remaining Stonegate Bank position as of Q3 2017 after selling out during the quarter.
  • JP Morgan Chase sold 158,015 Stonegate Bank shares in Q3 2017, an estimated $7.3M.
  • JP Morgan Chase first reported a position in Stonegate Bank in Q1 2015 and held it in 10 quarters.
  • JP Morgan Chase's Stonegate Bank position peaked at $7.3M in Q2 2017.
  • 1 fund tracked by Wall St. Rank held Stonegate Bank as of Q3 2017.

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