JP Morgan Chase
SGM

JP Morgan Chase’s Stonegate Mortgage Corporation SGM Stock Holding History

JP Morgan Chase’s Portfolio SGM Stock Details SGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-5,545
Closed -$30K – 5144
2015
Q4 		$30K Sell
5,545
-12,089
-69% -$68.5K ﹤0.01% 4011
2015
Q3 		$125K Sell
17,634
-4,135
-19% -$34.6K ﹤0.01% 3735
2015
Q2 		$219K Sell
21,769
-8,400
-28% -$88.8K ﹤0.01% 3791
2015
Q1 		$326K Buy
30,169
+504
+2% +$5.3K ﹤0.01% 3675
2014
Q4 		$355K Sell
29,665
-30,880
-51% -$388K ﹤0.01% 3801
2014
Q3 		$786K Buy
60,545
+5,810
+11% +$80.6K ﹤0.01% 3469
2014
Q2 		$764K Hold
54,735
– – ﹤0.01% 2966
2014
Q1 		$813K Sell
54,735
-900
-2% -$13.7K ﹤0.01% 2940
2013
Q4 		$920K Buy
+55,635
New +$952K ﹤0.01% 3191

Other funds holding SGM

AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
WCM
Waterstone Capital Management St. Louis Park, Minnesota $98.6M AUM 19.4% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EBIM
Eagle Boston Investment Management Boston, Massachusetts $87.3M AUM 4.18% 1-Year Est. Return

JP Morgan Chase's SGM Position: Q1 2016 in Review

JP Morgan Chase sold out of Stonegate Mortgage Corporation (SGM) in Q1 2016, closing a stake of 5,545 shares — an estimated $30K sold.

JP Morgan Chase first reported a position in SGM in Q4 2013 and held it in 9 quarters. The position peaked at $920K in Q4 2013. 44 funds tracked by Wall St. Rank hold SGM as of Q1 2016.

  • JP Morgan Chase reported no remaining Stonegate Mortgage Corporation position as of Q1 2016 after selling out during the quarter.
  • JP Morgan Chase sold 5,545 Stonegate Mortgage Corporation shares in Q1 2016, an estimated $30K.
  • JP Morgan Chase first reported a position in Stonegate Mortgage Corporation in Q4 2013 and held it in 9 quarters.
  • JP Morgan Chase's Stonegate Mortgage Corporation position peaked at $920K in Q4 2013.
  • 44 funds tracked by Wall St. Rank held Stonegate Mortgage Corporation as of Q1 2016.

Based on JP Morgan Chase's 13F filing for Q1 2016, filed 10 May 2016.