SRCM
JPM icon

Sterling Ridge Capital Management’s JPMorgan Chase JPM Stock Holding History

Sterling Ridge 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
-73,646
Closed -$4.36M – 33
2016
Q1 		$4.36M Buy
+73,646
New +$4.3M 2.77% 4
2015
Q1 		– Sell
-88,254
Closed -$5.52M – 77
2014
Q4 		$5.52M Buy
+88,254
New +$5.31M 2.18% 17

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Sterling Ridge Capital Management's JPM Position: Q2 2016 in Review

Sterling Ridge Capital Management sold out of JPMorgan Chase (JPM) in Q2 2016, closing a stake of 73,646 shares — an estimated $4.36M sold.

Sterling Ridge Capital Management first reported a position in JPM in Q4 2014 and held it in 2 quarters. The position peaked at $5.52M in Q4 2014. 1,909 funds tracked by Wall St. Rank hold JPM as of Q2 2016.

  • Sterling Ridge Capital Management reported no remaining JPMorgan Chase position as of Q2 2016 after selling out during the quarter.
  • Sterling Ridge Capital Management sold 73,646 JPMorgan Chase shares in Q2 2016, an estimated $4.36M.
  • Sterling Ridge Capital Management first reported a position in JPMorgan Chase in Q4 2014 and held it in 2 quarters.
  • Sterling Ridge Capital Management's JPMorgan Chase position peaked at $5.52M in Q4 2014.
  • 1,909 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2016.

Based on Sterling Ridge Capital Management's 13F filing for Q2 2016.