New Century Investment Management’s JPMorgan Chase JPM Stock Holding History

New Century Investment 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
2016 Q4	$1.08M	Buy	+12,562	New	+$958K	1.54%	21
2014 Q2	–	Sell	-11,755	Closed	-$714K	–	92
2014 Q1	$714K	Sell	11,755 -20	-0.2%	-$1.16K	0.41%	69
2013 Q4	$689K	Sell	11,775 -1,415	-11%	-$77.5K	0.41%	70
2013 Q3	$682K	Sell	13,190 -14,610	-53%	-$784K	0.46%	73
2013 Q2	$1.47M	Buy	+27,800	New	+$1.41M	1.08%	42

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

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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

New Century Investment Management's JPM Position: Q4 2016 in Review

New Century Investment Management opened a new position in JPMorgan Chase (JPM) in Q4 2016: 12,562 shares worth $1.08M. The stake represents 1.54% of the portfolio and ranks #21 among its holdings. This is a return to the name: New Century Investment Management previously reported a position in JPM as recently as Q1 2014.

New Century Investment Management first reported a position in JPM in Q2 2013 and has held it in 5 quarters since. The position peaked at $1.47M in Q2 2013. 2,090 funds tracked by Wall St. Rank hold JPM as of Q4 2016.

New Century Investment Management held 12,562 shares of JPMorgan Chase worth $1.08M as of Q4 2016.
JPMorgan Chase was a new New Century Investment Management position in Q4 2016.
JPMorgan Chase made up 1.54% of New Century Investment Management's portfolio in Q4 2016, its #21 holding.
New Century Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 5 quarters since.
New Century Investment Management's JPMorgan Chase position peaked at $1.47M in Q2 2013.
2,090 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2016.

Based on New Century Investment Management's 13F filing for Q4 2016, filed 25 Jan 2017.