NCM Capital Management Group’s JPMorgan Chase JPM Stock Holding History

NCM Capital Management Group’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
2016 Q3	$386K	Hold	5,790	–	–	4.69%	1
2016 Q2	$360K	Sell	5,790 -150	-3%	-$9.37K	4.39%	1
2016 Q1	$352K	Sell	5,940 -200	-3%	-$11.7K	4.3%	1
2015 Q4	$405K	Hold	6,140	–	–	4.75%	1
2015 Q3	$374K	Hold	6,140	–	–	4.64%	1
2015 Q2	$416K	Hold	6,140	–	–	4.68%	1
2015 Q1	$372K	Hold	6,140	–	–	4.23%	1
2014 Q4	$384K	Hold	6,140	–	–	4.32%	1
2014 Q3	$370K	Hold	6,140	–	–	4.34%	1
2014 Q2	$354K	Sell	6,140 -2,550	-29%	-$143K	4.12%	2
2014 Q1	$528K	Hold	8,690	–	–	4.17%	1
2013 Q4	$508K	Hold	8,690	–	–	0.33%	74
2013 Q3	$449K	Buy	8,690 +400	+5%	+$21.5K	0.32%	72
2013 Q2	$438K	Buy	+8,290	New	+$421K	0.34%	69

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

NCM Capital Management Group's JPM Position: Q3 2016 in Review

NCM Capital Management Group held its JPMorgan Chase (JPM) position steady in Q3 2016 at 5,790 shares worth $386K. The position accounts for 4.69% of the portfolio, ranked #1.

NCM Capital Management Group first reported a position in JPM in Q2 2013 and has held it in 14 quarters since. The position peaked at $528K in Q1 2014. 1,923 funds tracked by Wall St. Rank hold JPM as of Q3 2016.

NCM Capital Management Group held 5,790 shares of JPMorgan Chase worth $386K as of Q3 2016.
NCM Capital Management Group left its JPMorgan Chase share count unchanged in Q3 2016.
JPMorgan Chase made up 4.69% of NCM Capital Management Group's portfolio in Q3 2016, its #1 holding.
NCM Capital Management Group first reported a position in JPMorgan Chase in Q2 2013 and has held it in 14 quarters since.
NCM Capital Management Group's JPMorgan Chase position peaked at $528K in Q1 2014.
1,923 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2016.

Based on NCM Capital Management Group's 13F filing for Q3 2016, filed 7 Nov 2016.