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Quantum Capital Management (New Jersey)’s JPMorgan Chase JPM Stock Holding History

Quantum Capital Management (New Jersey)’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
Q3 		– Sell
-37,680
Closed -$2.55M – 44
2015
Q2 		$2.55M Buy
37,680
+1,241
+3% +$81K 0.82% 25
2015
Q1 		$2.21M Buy
+36,439
New +$2.16M 0.68% 25

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Quantum Capital Management (New Jersey)'s JPM Position: Q3 2015 in Review

Quantum Capital Management (New Jersey) sold out of JPMorgan Chase (JPM) in Q3 2015, closing a stake of 37,680 shares — an estimated $2.55M sold.

Quantum Capital Management (New Jersey) first reported a position in JPM in Q1 2015 and held it in 2 quarters. The position peaked at $2.55M in Q2 2015. 1,835 funds tracked by Wall St. Rank hold JPM as of Q3 2015.

  • Quantum Capital Management (New Jersey) reported no remaining JPMorgan Chase position as of Q3 2015 after selling out during the quarter.
  • Quantum Capital Management (New Jersey) sold 37,680 JPMorgan Chase shares in Q3 2015, an estimated $2.55M.
  • Quantum Capital Management (New Jersey) first reported a position in JPMorgan Chase in Q1 2015 and held it in 2 quarters.
  • Quantum Capital Management (New Jersey)'s JPMorgan Chase position peaked at $2.55M in Q2 2015.
  • 1,835 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2015.

Based on Quantum Capital Management (New Jersey)'s 13F filing for Q3 2015, filed 12 Nov 2015.