JP Morgan Chase
SWI

JP Morgan Chase’s SOLARWINDS INC COM STK (DE) SWI Stock Holding History

JP Morgan Chase’s Portfolio SWI Stock Details SWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-636,804
Closed -$37.5M – 5228
2015
Q4 		$37.5M Buy
636,804
+548,310
+620% +$30.4M 0.01% 952
2015
Q3 		$3.47M Sell
88,494
-115,637
-57% -$4.75M ﹤0.01% 2459
2015
Q2 		$9.42M Sell
204,131
-59,704
-23% -$2.93M ﹤0.01% 1969
2015
Q1 		$13.5M Buy
263,835
+82,551
+46% +$4.1M ﹤0.01% 1698
2014
Q4 		$9.03M Sell
181,284
-83,672
-32% -$3.99M ﹤0.01% 2025
2014
Q3 		$11.1M Sell
264,956
-12,545
-5% -$521K ﹤0.01% 1836
2014
Q2 		$10.7M Buy
277,501
+216,839
+357% +$8.66M ﹤0.01% 1703
2014
Q1 		$2.59M Sell
60,662
-92,516
-60% -$3.94M ﹤0.01% 2425
2013
Q4 		$5.79M Sell
153,178
-324,797
-68% -$11.3M ﹤0.01% 2076
2013
Q3 		$16.8M Sell
477,975
-1,427,298
-75% -$55.8M 0.01% 1435
2013
Q2 		$73.9M Buy
+1,905,273
New +$87.3M 0.02% 608

Other funds holding SWI

BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

JP Morgan Chase sold out of SOLARWINDS INC COM STK (DE) (SWI) in Q1 2016, closing a stake of 636,804 shares — an estimated $37.5M sold.

JP Morgan Chase first reported a position in SWI in Q2 2013 and held it in 11 quarters. The position peaked at $73.9M in Q2 2013. 4 funds tracked by Wall St. Rank hold SWI as of Q1 2016.

  • JP Morgan Chase reported no remaining SOLARWINDS INC COM STK (DE) position as of Q1 2016 after selling out during the quarter.
  • JP Morgan Chase sold 636,804 SOLARWINDS INC COM STK (DE) shares in Q1 2016, an estimated $37.5M.
  • JP Morgan Chase first reported a position in SOLARWINDS INC COM STK (DE) in Q2 2013 and held it in 11 quarters.
  • JP Morgan Chase's SOLARWINDS INC COM STK (DE) position peaked at $73.9M in Q2 2013.
  • 4 funds tracked by Wall St. Rank held SOLARWINDS INC COM STK (DE) as of Q1 2016.

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