Reynolds Capital Management’s JPMorgan Chase JPM Stock Holding History

Reynolds Capital 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
2015 Q4	–	Sell	-7,100	Closed	-$433K	–	151
2015 Q3	$433K	Sell	7,100 -2,000	-22%	-$131K	0.54%	57
2015 Q2	$617K	Buy	9,100 +5,200	+133%	+$340K	0.6%	41
2015 Q1	$236K	Sell	3,900 -2,300	-37%	-$136K	0.21%	190
2014 Q4	$388K	Buy	6,200 +900	+17%	+$54.2K	0.32%	113
2014 Q3	$319K	Buy	+5,300	New	+$310K	0.31%	113
2014 Q1	–	Sell	-3,700	Closed	-$216K	–	419
2013 Q4	$216K	Buy	+3,700	New	+$203K	0.12%	347
2013 Q3	–	Sell	-3,800	Closed	-$201K	–	439
2013 Q2	$201K	Buy	+3,800	New	+$193K	0.15%	317

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 $298B AUM 21.96% 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

Reynolds Capital Management's JPM Position: Q4 2015 in Review

Reynolds Capital Management sold out of JPMorgan Chase (JPM) in Q4 2015, closing a stake of 7,100 shares — an estimated $433K sold.

Reynolds Capital Management first reported a position in JPM in Q2 2013 and held it in 7 quarters. The position peaked at $617K in Q2 2015. 1,944 funds tracked by Wall St. Rank hold JPM as of Q4 2015.

Reynolds Capital Management reported no remaining JPMorgan Chase position as of Q4 2015 after selling out during the quarter.
Reynolds Capital Management sold 7,100 JPMorgan Chase shares in Q4 2015, an estimated $433K.
Reynolds Capital Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 7 quarters.
Reynolds Capital Management's JPMorgan Chase position peaked at $617K in Q2 2015.
1,944 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2015.

Based on Reynolds Capital Management's 13F filing for Q4 2015, filed 11 Jan 2016.