Metropolitan Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Metropolitan Capital 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
2015 Q4	$6.44M	Sell	97,575 -15,800	-14%	-$1.03M	12.8%	1
2015 Q3	$6.91M	Buy	113,375 +14,500	+15%	+$950K	6.36%	3
2015 Q2	$6.7M	Sell	98,875 -2,365	-2%	-$154K	5.31%	5
2015 Q1	$6.13M	Sell	101,240 -875	-0.9%	-$51.8K	5.34%	5
2014 Q4	$6.39M	Buy	102,115 +25,700	+34%	+$1.55M	6.1%	3
2014 Q3	$4.6M	Buy	76,415 +13,400	+21%	+$783K	4.17%	8
2014 Q2	$3.63M	Buy	63,015 +16,567	+36%	+$931K	2.78%	10
2014 Q1	$2.82M	Sell	46,448 -13,063	-22%	-$755K	2.48%	13
2013 Q4	$3.48M	Buy	59,511 +5,700	+11%	+$312K	3.7%	10
2013 Q3	$2.78M	Buy	53,811 +500	+0.9%	+$26.8K	3.07%	11
2013 Q2	$2.81M	Buy	+53,311	New	+$2.71M	3.57%	11

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Metropolitan Capital Advisors's JPM Position: Q4 2015 in Review

Metropolitan Capital Advisors reduced its JPMorgan Chase (JPM) stake by 14% in Q4 2015, selling an estimated $1.03M and leaving 97,575 shares worth $6.44M. The position accounts for 12.8% of the portfolio, ranked #1.

Metropolitan Capital Advisors first reported a position in JPM in Q2 2013 and has held it in 11 quarters since. The position peaked at $6.91M in Q3 2015. 1,944 funds tracked by Wall St. Rank hold JPM as of Q4 2015.

Metropolitan Capital Advisors held 97,575 shares of JPMorgan Chase worth $6.44M as of Q4 2015.
Metropolitan Capital Advisors sold 15,800 JPMorgan Chase shares in Q4 2015, an estimated $1.03M.
JPMorgan Chase made up 12.8% of Metropolitan Capital Advisors's portfolio in Q4 2015, its #1 holding.
Metropolitan Capital Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 11 quarters since.
Metropolitan Capital Advisors's JPMorgan Chase position peaked at $6.91M in Q3 2015.
1,944 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2015.

Based on Metropolitan Capital Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.