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Lupo Securities’s JPMorgan Chase JPM Stock Holding History

Lupo Securities’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
Q2 		– Sell
-205
Closed -$40K – 277
2015
Q1 		$40K Buy
205
+97
+90% +$5.74K 0.06% 164
2014
Q4 		$23.7K Buy
+108
New +$6.5K 0.01% 247

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Lupo Securities's JPM Position: Q3 2015 in Review

Lupo Securities sold out of JPMorgan Chase (JPM) in Q3 2015, closing a stake of 5,000 shares — an estimated $339K sold.

Lupo Securities first reported a position in JPM in Q4 2014 and held it in 3 quarters. The position peaked at $538K in Q1 2015. 1,834 funds tracked by Wall St. Rank hold JPM as of Q3 2015.

  • Lupo Securities reported no remaining JPMorgan Chase position as of Q3 2015 after selling out during the quarter.
  • Lupo Securities sold 5,000 JPMorgan Chase shares in Q3 2015, an estimated $339K.
  • Lupo Securities first reported a position in JPMorgan Chase in Q4 2014 and held it in 3 quarters.
  • Lupo Securities's JPMorgan Chase position peaked at $538K in Q1 2015.
  • 1,834 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2015.

Based on Lupo Securities's 13F filing for Q3 2015, filed 13 Nov 2015.