Princeton Alpha Management’s JPMorgan Chase JPM Stock Holding History

Princeton Alpha 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
2017 Q2	–	Sell	-19,417	Closed	-$1.71M	–	192
2017 Q1	$1.71M	Buy	+19,417	New	+$1.71M	0.57%	23
2016 Q4	–	Sell	-16,235	Closed	-$1.08M	–	781
2016 Q3	$1.08M	Sell	16,235 -32,506	-67%	-$2.12M	0.2%	155
2016 Q2	$3.03M	Buy	+48,741	New	+$3.04M	0.54%	17
2015 Q2	–	Sell	-16,904	Closed	-$1.02M	–	804
2015 Q1	$1.02M	Buy	16,904 +10,523	+165%	+$623K	0.22%	133
2014 Q4	$399K	Buy	+6,381	New	+$384K	0.11%	307
2014 Q1	–	Sell	-12,085	Closed	-$707K	–	677
2013 Q4	$707K	Buy	+12,085	New	+$662K	0.52%	17

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Princeton Alpha Management's JPM Position: Q2 2017 in Review

Princeton Alpha Management sold out of JPMorgan Chase (JPM) in Q2 2017, closing a stake of 19,417 shares — an estimated $1.71M sold.

Princeton Alpha Management first reported a position in JPM in Q4 2013 and held it in 6 quarters. The position peaked at $3.03M in Q2 2016. 2,198 funds tracked by Wall St. Rank hold JPM as of Q2 2017.

Princeton Alpha Management reported no remaining JPMorgan Chase position as of Q2 2017 after selling out during the quarter.
Princeton Alpha Management sold 19,417 JPMorgan Chase shares in Q2 2017, an estimated $1.71M.
Princeton Alpha Management first reported a position in JPMorgan Chase in Q4 2013 and held it in 6 quarters.
Princeton Alpha Management's JPMorgan Chase position peaked at $3.03M in Q2 2016.
2,198 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2017.

Based on Princeton Alpha Management's 13F filing for Q2 2017.