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New Amsterdam Partners’s JPMorgan Chase JPM Stock Holding History

New Amsterdam Partners’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
Q1 		– Sell
-7,186
Closed -$474K – 133
2015
Q4 		$474K Hold
7,186
– – 0.05% 110
2015
Q3 		$438K Buy
7,186
+37
+0.5% +$2.42K 0.04% 112
2015
Q2 		$484K Sell
7,149
-44,261
-86% -$2.89M 0.04% 111
2015
Q1 		$3.11M Buy
+51,410
New +$3.04M 0.25% 94

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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

New Amsterdam Partners's JPM Position: Q1 2016 in Review

New Amsterdam Partners sold out of JPMorgan Chase (JPM) in Q1 2016, closing a stake of 7,186 shares — an estimated $474K sold.

New Amsterdam Partners first reported a position in JPM in Q1 2015 and held it in 4 quarters. The position peaked at $3.11M in Q1 2015. 1,904 funds tracked by Wall St. Rank hold JPM as of Q1 2016.

  • New Amsterdam Partners reported no remaining JPMorgan Chase position as of Q1 2016 after selling out during the quarter.
  • New Amsterdam Partners sold 7,186 JPMorgan Chase shares in Q1 2016, an estimated $474K.
  • New Amsterdam Partners first reported a position in JPMorgan Chase in Q1 2015 and held it in 4 quarters.
  • New Amsterdam Partners's JPMorgan Chase position peaked at $3.11M in Q1 2015.
  • 1,904 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2016.

Based on New Amsterdam Partners's 13F filing for Q1 2016, filed 11 May 2016.