Pinnacle Summer Investments’s JPMorgan Chase JPM Stock Holding History

Pinnacle Summer Investments’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 Q4	$4.22M	Buy	63,896 +20,932	+49%	+$1.36M	0.62%	24
2015 Q3	$2.64M	Buy	42,964 +2,113	+5%	+$138K	0.45%	46
2015 Q2	$2.77M	Sell	40,851 -4,088	-9%	-$267K	0.58%	30
2015 Q1	$2.72M	Sell	44,939 -871	-2%	-$51.6K	0.38%	48
2014 Q4	$2.52M	Sell	45,810 -3,629	-7%	-$218K	0.31%	59
2014 Q3	$2.98M	Buy	49,439 +703	+1%	+$41.1K	0.33%	44
2014 Q2	$2.87M	Sell	48,736 -21,817	-31%	-$1.23M	0.33%	32
2014 Q1	$3.95M	Buy	70,553 +61,049	+642%	+$3.53M	0.5%	28
2013 Q4	$556K	Buy	9,504 +1,007	+12%	+$55.2K	0.08%	151
2013 Q3	$439K	Buy	8,497 +3,270	+63%	+$175K	0.08%	153
2013 Q2	$276K	Buy	+5,227	New	+$266K	0.07%	185

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

Pinnacle Summer Investments's JPM Position: Q4 2015 in Review

Pinnacle Summer Investments increased its JPMorgan Chase (JPM) stake by 49% in Q4 2015, buying an estimated $1.36M and bringing the position to 63,896 shares worth $4.22M. The position accounts for 0.62% of the portfolio, ranked #24.

Pinnacle Summer Investments first reported a position in JPM in Q2 2013 and has held it in 11 quarters since. 1,944 funds tracked by Wall St. Rank hold JPM as of Q4 2015.

Pinnacle Summer Investments held 63,896 shares of JPMorgan Chase worth $4.22M as of Q4 2015.
Pinnacle Summer Investments bought 20,932 JPMorgan Chase shares in Q4 2015, an estimated $1.36M.
JPMorgan Chase made up 0.62% of Pinnacle Summer Investments's portfolio in Q4 2015, its #24 holding.
Pinnacle Summer Investments first reported a position in JPMorgan Chase in Q2 2013 and has held it in 11 quarters since.
1,944 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.