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Nebula Capital Management’s JPMorgan Chase JPM Stock Holding History

Nebula 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
Q4 		– Sell
-48,900
Closed -$2.98M – 33
2015
Q3 		$2.98M Sell
48,900
-19,300
-28% -$1.26M 2.01% 19
2015
Q2 		$4.62M Buy
68,200
+16,200
+31% +$1.06M 2.79% 16
2015
Q1 		$3.15M Buy
+52,000
New +$3.08M 2.04% 19

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

Nebula Capital Management's JPM Position: Q4 2015 in Review

Nebula Capital Management sold out of JPMorgan Chase (JPM) in Q4 2015, closing a stake of 48,900 shares — an estimated $2.98M sold.

Nebula Capital Management first reported a position in JPM in Q1 2015 and held it in 3 quarters. The position peaked at $4.62M in Q2 2015. 1,943 funds tracked by Wall St. Rank hold JPM as of Q4 2015.

  • Nebula Capital Management reported no remaining JPMorgan Chase position as of Q4 2015 after selling out during the quarter.
  • Nebula Capital Management sold 48,900 JPMorgan Chase shares in Q4 2015, an estimated $2.98M.
  • Nebula Capital Management first reported a position in JPMorgan Chase in Q1 2015 and held it in 3 quarters.
  • Nebula Capital Management's JPMorgan Chase position peaked at $4.62M in Q2 2015.
  • 1,943 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2015.

Based on Nebula Capital Management's 13F filing for Q4 2015, filed 26 Jan 2016.