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Nine Chapters Capital Management’s JPMorgan Chase JPM Stock Holding History

Nine Chapters 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
Q2 		– Sell
-26,100
Closed -$1.58M – 1050
2015
Q1 		$1.58M Buy
+26,100
New +$1.55M 0.13% 217
2014
Q1 		– Sell
-19,100
Closed -$1.12M – 890
2013
Q4 		$1.12M Buy
+19,100
New +$1.05M 0.11% 265

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Nine Chapters Capital Management's JPM Position: Q2 2015 in Review

Nine Chapters Capital Management sold out of JPMorgan Chase (JPM) in Q2 2015, closing a stake of 26,100 shares — an estimated $1.58M sold.

Nine Chapters Capital Management first reported a position in JPM in Q4 2013 and held it in 2 quarters. The position peaked at $1.58M in Q1 2015. 1,848 funds tracked by Wall St. Rank hold JPM as of Q2 2015.

  • Nine Chapters Capital Management reported no remaining JPMorgan Chase position as of Q2 2015 after selling out during the quarter.
  • Nine Chapters Capital Management sold 26,100 JPMorgan Chase shares in Q2 2015, an estimated $1.58M.
  • Nine Chapters Capital Management first reported a position in JPMorgan Chase in Q4 2013 and held it in 2 quarters.
  • Nine Chapters Capital Management's JPMorgan Chase position peaked at $1.58M in Q1 2015.
  • 1,848 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2015.

Based on Nine Chapters Capital Management's 13F filing for Q2 2015, filed 14 Aug 2015.