Leonard Capital Management’s JPMorgan Chase JPM Stock Holding History

Leonard 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
2015 Q1	–	Sell	-38,331	Closed	-$2.4M	–	138
2014 Q4	$2.4M	Buy	38,331 +13,000	+51%	+$782K	0.62%	67
2014 Q3	$1.53M	Hold	25,331	–	–	0.56%	84
2014 Q2	$1.46M	Hold	25,331	–	–	0.49%	93
2014 Q1	$1.54M	Hold	25,331	–	–	0.55%	87
2013 Q4	$1.48M	Hold	25,331	–	–	0.58%	83
2013 Q3	$1.31M	Hold	25,331	–	–	0.52%	87
2013 Q2	$1.34M	Buy	+25,331	New	+$1.29M	0.51%	87

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Leonard Capital Management's JPM Position: Q1 2015 in Review

Leonard Capital Management sold out of JPMorgan Chase (JPM) in Q1 2015, closing a stake of 38,331 shares — an estimated $2.4M sold.

Leonard Capital Management first reported a position in JPM in Q2 2013 and held it in 7 quarters. The position peaked at $2.4M in Q4 2014. 1,804 funds tracked by Wall St. Rank hold JPM as of Q1 2015.

Leonard Capital Management reported no remaining JPMorgan Chase position as of Q1 2015 after selling out during the quarter.
Leonard Capital Management sold 38,331 JPMorgan Chase shares in Q1 2015, an estimated $2.4M.
Leonard Capital Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 7 quarters.
Leonard Capital Management's JPMorgan Chase position peaked at $2.4M in Q4 2014.
1,804 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2015.

Based on Leonard Capital Management's 13F filing for Q1 2015, filed 14 May 2015.