JP Morgan Chase’s SI Financial Group, Inc. NEW MD SIFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,706
| Closed | -$35K | – | 6175 |
|
|
2019
Q1 | $35K | Sell |
2,706
-127
| -4% | -$1.74K | ﹤0.01% | 5250 |
|
|
2018
Q4 | $36K | Buy |
2,833
+264
| +10% | +$3.57K | ﹤0.01% | 5185 |
|
|
2018
Q3 | $36K | Buy |
2,569
+222
| +9% | +$3.13K | ﹤0.01% | 5299 |
|
|
2018
Q2 | $35K | Buy |
2,347
+86
| +4% | +$1.26K | ﹤0.01% | 5197 |
|
|
2018
Q1 | $33K | Sell |
2,261
-163
| -7% | -$2.37K | ﹤0.01% | 4952 |
|
|
2017
Q4 | $36K | Buy |
+2,424
| New | +$36.3K | ﹤0.01% | 5003 |
|
|
2017
Q2 | – | Sell |
-5,261
| Closed | -$74K | – | 5391 |
|
|
2017
Q1 | $74K | Sell |
5,261
-12,158
| -70% | -$178K | ﹤0.01% | 4427 |
|
|
2016
Q4 | $268K | Buy |
+17,419
| New | +$243K | ﹤0.01% | 4045 |
|
|
2016
Q2 | – | Sell |
-10,171
| Closed | -$142K | – | 5095 |
|
|
2016
Q1 | $142K | Buy |
10,171
+10,114
| +17,744% | +$141K | ﹤0.01% | 3683 |
|
|
2015
Q4 | $1K | Buy |
+57
| New | +$732 | ﹤0.01% | 4645 |
|
JP Morgan Chase's SIFI Position: Q2 2019 in Review
JP Morgan Chase sold out of SI Financial Group, Inc. NEW MD (SIFI) in Q2 2019, closing a stake of 2,706 shares — an estimated $35K sold.
JP Morgan Chase first reported a position in SIFI in Q4 2015 and held it in 10 quarters. The position peaked at $268K in Q4 2016. 0 funds tracked by Wall St. Rank hold SIFI as of Q2 2019.
- JP Morgan Chase reported no remaining SI Financial Group, Inc. NEW MD position as of Q2 2019 after selling out during the quarter.
- JP Morgan Chase sold 2,706 SI Financial Group, Inc. NEW MD shares in Q2 2019, an estimated $35K.
- JP Morgan Chase first reported a position in SI Financial Group, Inc. NEW MD in Q4 2015 and held it in 10 quarters.
- JP Morgan Chase's SI Financial Group, Inc. NEW MD position peaked at $268K in Q4 2016.
- 0 funds tracked by Wall St. Rank held SI Financial Group, Inc. NEW MD as of Q2 2019.
Based on JP Morgan Chase's 13F filing for Q2 2019, filed 7 Aug 2019.