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Lee Capital Management’s JPMorgan Chase JPM Stock Holding History

Lee Capital Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-12,500
Closed -$1.1M – 86
2017
Q1 		$1.1M Sell
12,500
-2,500
-17% -$221K 0.98% 48
2016
Q4 		$1.29M Buy
+15,000
New +$1.14M 1.22% 33

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lee Capital Management's JPM Position: Q2 2017 in Review

Lee Capital Management sold out of JPMorgan Chase (JPM) in Q2 2017, closing a stake of 12,500 shares — an estimated $1.1M sold.

Lee Capital Management first reported a position in JPM in Q4 2016 and held it in 2 quarters. The position peaked at $1.29M in Q4 2016. 2,199 funds tracked by Wall St. Rank hold JPM as of Q2 2017.

  • Lee Capital Management reported no remaining JPMorgan Chase position as of Q2 2017 after selling out during the quarter.
  • Lee Capital Management sold 12,500 JPMorgan Chase shares in Q2 2017, an estimated $1.1M.
  • Lee Capital Management first reported a position in JPMorgan Chase in Q4 2016 and held it in 2 quarters.
  • Lee Capital Management's JPMorgan Chase position peaked at $1.29M in Q4 2016.
  • 2,199 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2017.

Based on Lee Capital Management's 13F filing for Q2 2017, filed 14 Aug 2017.