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Matarin Capital Management’s JPMorgan Chase JPM Stock Holding History

Matarin 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
Q3 		– Sell
-8,229
Closed -$558K – 221
2015
Q2 		$558K Buy
+8,229
New +$537K 0.16% 159
2015
Q1 		– Sell
-14,830
Closed -$928K – 187
2014
Q4 		$928K Buy
+14,830
New +$892K 0.41% 114

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

Matarin Capital Management's JPM Position: Q3 2015 in Review

Matarin Capital Management sold out of JPMorgan Chase (JPM) in Q3 2015, closing a stake of 8,229 shares — an estimated $558K sold.

Matarin Capital Management first reported a position in JPM in Q4 2014 and held it in 2 quarters. The position peaked at $928K in Q4 2014. 1,835 funds tracked by Wall St. Rank hold JPM as of Q3 2015.

  • Matarin Capital Management reported no remaining JPMorgan Chase position as of Q3 2015 after selling out during the quarter.
  • Matarin Capital Management sold 8,229 JPMorgan Chase shares in Q3 2015, an estimated $558K.
  • Matarin Capital Management first reported a position in JPMorgan Chase in Q4 2014 and held it in 2 quarters.
  • Matarin Capital Management's JPMorgan Chase position peaked at $928K in Q4 2014.
  • 1,835 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2015.

Based on Matarin Capital Management's 13F filing for Q3 2015, filed 13 Nov 2015.