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Oskie Capital Management’s JPMorgan Chase JPM Stock Holding History

Oskie 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
2014
Q2 		– Sell
-100,000
Closed -$6.07M – 36
2014
Q1 		$6.07M Sell
100,000
-38,112
-28% -$2.2M 1.75% 24
2013
Q4 		$8.08M Buy
138,112
+38,469
+39% +$2.11M 3.62% 10
2013
Q3 		$5.15M Sell
99,643
-26,328
-21% -$1.41M 2.05% 21
2013
Q2 		$6.65M Buy
+125,971
New +$6.4M 2.03% 9

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Oskie Capital Management's JPM Position: Q2 2014 in Review

Oskie Capital Management sold out of JPMorgan Chase (JPM) in Q2 2014, closing a stake of 100,000 shares — an estimated $6.07M sold.

Oskie Capital Management first reported a position in JPM in Q2 2013 and held it in 4 quarters. The position peaked at $8.08M in Q4 2013. 1,694 funds tracked by Wall St. Rank hold JPM as of Q2 2014.

  • Oskie Capital Management reported no remaining JPMorgan Chase position as of Q2 2014 after selling out during the quarter.
  • Oskie Capital Management sold 100,000 JPMorgan Chase shares in Q2 2014, an estimated $6.07M.
  • Oskie Capital Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 4 quarters.
  • Oskie Capital Management's JPMorgan Chase position peaked at $8.08M in Q4 2013.
  • 1,694 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2014.

Based on Oskie Capital Management's 13F filing for Q2 2014, filed 13 Aug 2014.