Lombardia Capital Partners’s JPMorgan Chase JPM Stock Holding History

Lombardia Capital Partners’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
2016 Q3	–	Sell	-4,146	Closed	-$258K	–	188
2016 Q2	$258K	Hold	4,146	–	–	0.02%	184
2016 Q1	$246K	Hold	4,146	–	–	0.01%	202
2015 Q4	$274K	Sell	4,146 -824	-17%	-$53.7K	0.01%	188
2015 Q3	$303K	Hold	4,970	–	–	0.01%	177
2015 Q2	$337K	Sell	4,970 -180,574	-97%	-$11.8M	0.01%	189
2015 Q1	$11.2M	Sell	185,544 -29,637	-14%	-$1.76M	0.34%	112
2014 Q4	$13.5M	Sell	215,181 -22,954	-10%	-$1.38M	0.39%	109
2014 Q3	$14.3M	Buy	238,135 +22,031	+10%	+$1.29M	0.42%	100
2014 Q2	$12.5M	Buy	216,104 +4,465	+2%	+$251K	0.34%	114
2014 Q1	$12.8M	Sell	211,639 -7,460	-3%	-$431K	0.35%	107
2013 Q4	$12.8M	Buy	219,099 +18,915	+9%	+$1.04M	0.37%	101
2013 Q3	$10.3M	Sell	200,184 -19,367	-9%	-$1.04M	0.33%	106
2013 Q2	$11.6M	Buy	+219,551	New	+$11.2M	0.39%	94

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

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

BIT

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Lombardia Capital Partners's JPM Position: Q3 2016 in Review

Lombardia Capital Partners sold out of JPMorgan Chase (JPM) in Q3 2016, closing a stake of 4,146 shares — an estimated $258K sold.

Lombardia Capital Partners first reported a position in JPM in Q2 2013 and held it in 13 quarters. The position peaked at $14.3M in Q3 2014. 1,923 funds tracked by Wall St. Rank hold JPM as of Q3 2016.

Lombardia Capital Partners reported no remaining JPMorgan Chase position as of Q3 2016 after selling out during the quarter.
Lombardia Capital Partners sold 4,146 JPMorgan Chase shares in Q3 2016, an estimated $258K.
Lombardia Capital Partners first reported a position in JPMorgan Chase in Q2 2013 and held it in 13 quarters.
Lombardia Capital Partners's JPMorgan Chase position peaked at $14.3M in Q3 2014.
1,923 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2016.

Based on Lombardia Capital Partners's 13F filing for Q3 2016, filed 9 Nov 2016.