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Mork Capital Management’s JPMorgan Chase JPM Stock Holding History

Mork 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
2017
Q1 		– Sell
-12,100
Closed -$1.04M – 122
2016
Q4 		$1.04M Hold
12,100
– – 0.73% 45
2016
Q3 		$806K Hold
12,100
– – 0.77% 70
2016
Q2 		$752K Hold
12,100
– – 0.75% 73
2016
Q1 		$717K Hold
12,100
– – 0.7% 86
2015
Q4 		$799K Buy
12,100
+400
+3% +$26K 0.77% 50
2015
Q3 		$713K Hold
11,700
– – 0.84% 53
2015
Q2 		$793K Hold
11,700
– – 0.93% 40
2015
Q1 		$709K Hold
11,700
– – 0.82% 62
2014
Q4 		$732K Buy
+11,700
New +$704K 0.56% 71

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Mork Capital Management's JPM Position: Q1 2017 in Review

Mork Capital Management sold out of JPMorgan Chase (JPM) in Q1 2017, closing a stake of 12,100 shares — an estimated $1.04M sold.

Mork Capital Management first reported a position in JPM in Q4 2014 and held it in 9 quarters. The position peaked at $1.04M in Q4 2016. 2,149 funds tracked by Wall St. Rank hold JPM as of Q1 2017.

  • Mork Capital Management reported no remaining JPMorgan Chase position as of Q1 2017 after selling out during the quarter.
  • Mork Capital Management sold 12,100 JPMorgan Chase shares in Q1 2017, an estimated $1.04M.
  • Mork Capital Management first reported a position in JPMorgan Chase in Q4 2014 and held it in 9 quarters.
  • Mork Capital Management's JPMorgan Chase position peaked at $1.04M in Q4 2016.
  • 2,149 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2017.

Based on Mork Capital Management's 13F filing for Q1 2017, filed 9 May 2017.