Stanley Capital Management’s JPMorgan Chase JPM Stock Holding History

Stanley 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
2016 Q2	–	Sell	-38,465	Closed	-$2.28M	–	35
2016 Q1	$2.28M	Hold	38,465	–	–	2.16%	25
2015 Q4	$2.54M	Hold	38,465	–	–	2.44%	24
2015 Q3	$2.35M	Hold	38,465	–	–	2.27%	25
2015 Q2	$2.61M	Hold	38,465	–	–	2.3%	23
2015 Q1	$2.33M	Hold	38,465	–	–	2.1%	28
2014 Q4	$2.41M	Buy	+38,465	New	+$2.31M	2.14%	28

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Stanley Capital Management's JPM Position: Q2 2016 in Review

Stanley Capital Management sold out of JPMorgan Chase (JPM) in Q2 2016, closing a stake of 38,465 shares — an estimated $2.28M sold.

Stanley Capital Management first reported a position in JPM in Q4 2014 and held it in 6 quarters. The position peaked at $2.61M in Q2 2015. 1,909 funds tracked by Wall St. Rank hold JPM as of Q2 2016.

Stanley Capital Management reported no remaining JPMorgan Chase position as of Q2 2016 after selling out during the quarter.
Stanley Capital Management sold 38,465 JPMorgan Chase shares in Q2 2016, an estimated $2.28M.
Stanley Capital Management first reported a position in JPMorgan Chase in Q4 2014 and held it in 6 quarters.
Stanley Capital Management's JPMorgan Chase position peaked at $2.61M in Q2 2015.
1,909 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2016.

Based on Stanley Capital Management's 13F filing for Q2 2016, filed 2 Aug 2016.