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OTA Financial Group’s JPMorgan Chase JPM Stock Holding History

OTA Financial Group’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
-19,131
Closed -$1.16M – 88
2015
Q1 		$1.16M Buy
+19,131
New +$1.13M 0.62% 25
2014
Q4 		– Sell
-13,399
Closed -$772K – 90
2014
Q3 		$772K Buy
+13,399
New +$783K 1.02% 27

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

OTA Financial Group's JPM Position: Q2 2015 in Review

OTA Financial Group sold out of JPMorgan Chase (JPM) in Q2 2015, closing a stake of 19,131 shares — an estimated $1.16M sold.

OTA Financial Group first reported a position in JPM in Q3 2014 and held it in 2 quarters. The position peaked at $1.16M in Q1 2015. 1,848 funds tracked by Wall St. Rank hold JPM as of Q2 2015.

  • OTA Financial Group reported no remaining JPMorgan Chase position as of Q2 2015 after selling out during the quarter.
  • OTA Financial Group sold 19,131 JPMorgan Chase shares in Q2 2015, an estimated $1.16M.
  • OTA Financial Group first reported a position in JPMorgan Chase in Q3 2014 and held it in 2 quarters.
  • OTA Financial Group's JPMorgan Chase position peaked at $1.16M in Q1 2015.
  • 1,848 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2015.

Based on OTA Financial Group's 13F filing for Q2 2015, filed 17 Jul 2015.