JP Morgan Private Wealth Advisors
JCP

JP Morgan Private Wealth Advisors’s J.C. Penney Company, Inc. JCP Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio JCP Stock Details JCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-15,631
Closed -$101K – 1178
2014
Q4 		$101K Sell
15,631
-306
-2% -$2.25K ﹤0.01% 1047
2014
Q3 		$160K Buy
15,937
+1,520
+11% +$14.9K ﹤0.01% 1002
2014
Q2 		$130K Sell
14,417
-1,659
-10% -$14.3K ﹤0.01% 857
2014
Q1 		$138K Buy
16,076
+3,061
+24% +$22.1K ﹤0.01% 835
2013
Q4 		$119K Buy
+13,015
New +$109K ﹤0.01% 640

Other funds holding JCP

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Evercore Trust Company
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TIAA CREF Investment Management
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

JP Morgan Private Wealth Advisors's JCP Position: Q1 2015 in Review

JP Morgan Private Wealth Advisors sold out of J.C. Penney Company, Inc. (JCP) in Q1 2015, closing a stake of 15,631 shares — an estimated $101K sold.

JP Morgan Private Wealth Advisors first reported a position in JCP in Q4 2013 and held it in 5 quarters. The position peaked at $160K in Q3 2014. 310 funds tracked by Wall St. Rank hold JCP as of Q1 2015.

  • JP Morgan Private Wealth Advisors reported no remaining J.C. Penney Company, Inc. position as of Q1 2015 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 15,631 J.C. Penney Company, Inc. shares in Q1 2015, an estimated $101K.
  • JP Morgan Private Wealth Advisors first reported a position in J.C. Penney Company, Inc. in Q4 2013 and held it in 5 quarters.
  • JP Morgan Private Wealth Advisors's J.C. Penney Company, Inc. position peaked at $160K in Q3 2014.
  • 310 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q1 2015.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2015, filed 15 May 2015.