Lucus Advisors’s JPMorgan Chase JPM Stock Holding History

Lucus Advisors’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 Q2	–	Sell	-8,776	Closed	-$520K	–	276
2016 Q1	$520K	Buy	+8,776	New	+$513K	0.31%	151

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Lucus Advisors's JPM Position: Q2 2016 in Review

Lucus Advisors sold out of JPMorgan Chase (JPM) in Q2 2016, closing a stake of 8,776 shares — an estimated $520K sold.

Lucus Advisors first reported a position in JPM in Q1 2016 and held it in 1 quarter. The position peaked at $520K in Q1 2016. 1,909 funds tracked by Wall St. Rank hold JPM as of Q2 2016.

Lucus Advisors reported no remaining JPMorgan Chase position as of Q2 2016 after selling out during the quarter.
Lucus Advisors sold 8,776 JPMorgan Chase shares in Q2 2016, an estimated $520K.
Lucus Advisors first reported a position in JPMorgan Chase in Q1 2016 and held it in 1 quarter.
Lucus Advisors's JPMorgan Chase position peaked at $520K in Q1 2016.
1,909 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2016.

Based on Lucus Advisors's 13F filing for Q2 2016, filed 27 Jul 2016.