Rex Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Rex Capital Advisors’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 Q4	–	Sell	-11,520	Closed	-$1.1M	–	29
2017 Q3	$1.1M	Buy	11,520 +200	+2%	+$18.4K	0.86%	7
2017 Q2	$1.03M	Buy	11,320 +1,014	+10%	+$87.5K	0.86%	7
2017 Q1	$905K	Buy	10,306 +5,073	+97%	+$448K	0.78%	8
2016 Q4	$452K	Hold	5,233	–	–	0.42%	11
2016 Q3	$348K	Buy	5,233 +764	+17%	+$49.8K	0.38%	11
2016 Q2	$278K	Sell	4,469 -3,099	-41%	-$194K	0.29%	12
2016 Q1	$448K	Hold	7,568	–	–	0.46%	10
2015 Q4	$500K	Sell	7,568 -3,970	-34%	-$259K	0.52%	10
2015 Q3	$703K	Hold	11,538	–	–	0.75%	7
2015 Q2	$782K	Buy	11,538 +881	+8%	+$57.5K	0.78%	9
2015 Q1	$646K	Hold	10,657	–	–	0.6%	11
2014 Q4	$667K	Hold	10,657	–	–	0.64%	12
2014 Q3	$642K	Hold	10,657	–	–	0.63%	12
2014 Q2	$614K	Hold	10,657	–	–	0.55%	10
2014 Q1	$647K	Hold	10,657	–	–	0.66%	9
2013 Q4	$623K	Hold	10,657	–	–	0.69%	12
2013 Q3	$551K	Hold	10,657	–	–	0.61%	15
2013 Q2	$563K	Buy	+10,657	New	+$542K	0.45%	12

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Rex Capital Advisors's JPM Position: Q4 2017 in Review

Rex Capital Advisors sold out of JPMorgan Chase (JPM) in Q4 2017, closing a stake of 11,520 shares — an estimated $1.1M sold.

Rex Capital Advisors first reported a position in JPM in Q2 2013 and held it in 18 quarters. The position peaked at $1.1M in Q3 2017. 2,425 funds tracked by Wall St. Rank hold JPM as of Q4 2017.

Rex Capital Advisors reported no remaining JPMorgan Chase position as of Q4 2017 after selling out during the quarter.
Rex Capital Advisors sold 11,520 JPMorgan Chase shares in Q4 2017, an estimated $1.1M.
Rex Capital Advisors first reported a position in JPMorgan Chase in Q2 2013 and held it in 18 quarters.
Rex Capital Advisors's JPMorgan Chase position peaked at $1.1M in Q3 2017.
2,425 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2017.

Based on Rex Capital Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.