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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
2014
Q3 		– Sell
-16,500
Closed -$951K – 38
2014
Q2 		$951K Buy
+16,500
New +$928K 0.73% 30

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

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.