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Maple Securities USA’s JPMorgan Chase JPM Stock Holding History

Maple Securities USA’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
Q4 		– Sell
-37,250
Closed -$2.27M – 21
2015
Q3 		$2.27M Buy
37,250
+27
+0.1% +$1.77K 0.29% 22
2015
Q2 		$2.52M Sell
37,223
-53,776
-59% -$3.51M 0.24% 34
2015
Q1 		$5.51M Buy
90,999
+2,915
+3% +$173K 0.46% 27
2014
Q4 		$5.51M Buy
+88,084
New +$5.3M 0.43% 31
2014
Q2 		– Sell
-6,571
Closed -$399K – 267
2014
Q1 		$399K Buy
6,571
+2,764
+73% +$160K 0.04% 105
2013
Q4 		$223K Sell
3,807
-71,753
-95% -$3.93M 0.02% 329
2013
Q3 		$3.91M Buy
75,560
+6,090
+9% +$327K 0.31% 71
2013
Q2 		$3.67M Buy
+69,470
New +$3.53M 0.34% 67

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Maple Securities USA's JPM Position: Q4 2015 in Review

Maple Securities USA sold out of JPMorgan Chase (JPM) in Q4 2015, closing a stake of 37,250 shares — an estimated $2.27M sold.

Maple Securities USA first reported a position in JPM in Q2 2013 and held it in 8 quarters. The position peaked at $5.51M in Q1 2015. 1,943 funds tracked by Wall St. Rank hold JPM as of Q4 2015.

  • Maple Securities USA reported no remaining JPMorgan Chase position as of Q4 2015 after selling out during the quarter.
  • Maple Securities USA sold 37,250 JPMorgan Chase shares in Q4 2015, an estimated $2.27M.
  • Maple Securities USA first reported a position in JPMorgan Chase in Q2 2013 and held it in 8 quarters.
  • Maple Securities USA's JPMorgan Chase position peaked at $5.51M in Q1 2015.
  • 1,943 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2015.

Based on Maple Securities USA's 13F filing for Q4 2015, filed 15 Jan 2016.