New Century Advisors’s JPMorgan Chase & Co. JPM.PRD.CL Stock Holding History

New Century Advisors’s Portfolio JPM.PRD.CL Stock Details JPM.PRD.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-20,000	Closed	-$496K	–	44
2015 Q1	$496K	Hold	20,000	–	–	0.42%	39
2014 Q4	$480K	Buy	+20,000	New	+$469K	0.4%	40
2014 Q2	$458K	Hold	20,000	–	–	0.38%	39
2014 Q1	$438K	Buy	+20,000	New	+$431K	0.35%	42

Other funds holding JPM.PRD.CL

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CNB

City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

MCM

Mengis Capital Management Portland, Oregon $581M AUM 28.04% 1-Year Est. Return

Reik & Co New York $363M AUM 3.03% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

JWM

Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

ECM

Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return

OSNBOA

Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return

New Century Advisors's JPM.PRD.CL Position: Q2 2015 in Review

New Century Advisors sold out of JPMorgan Chase & Co. (JPM.PRD.CL) in Q2 2015, closing a stake of 20,000 shares — an estimated $496K sold.

New Century Advisors first reported a position in JPM.PRD.CL in Q1 2014 and held it in 4 quarters. The position peaked at $496K in Q1 2015. 9 funds tracked by Wall St. Rank hold JPM.PRD.CL as of Q2 2015.

New Century Advisors reported no remaining JPMorgan Chase & Co. position as of Q2 2015 after selling out during the quarter.
New Century Advisors sold 20,000 JPMorgan Chase & Co. shares in Q2 2015, an estimated $496K.
New Century Advisors first reported a position in JPMorgan Chase & Co. in Q1 2014 and held it in 4 quarters.
New Century Advisors's JPMorgan Chase & Co. position peaked at $496K in Q1 2015.
9 funds tracked by Wall St. Rank held JPMorgan Chase & Co. as of Q2 2015.

Based on New Century Advisors's 13F filing for Q2 2015, filed 21 Jul 2015.