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Strategic Capital Alternatives’s JPMorgan Chase JPM Stock Holding History

Strategic Capital Alternatives’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
-1,232
Closed -$83K – 389
2015
Q2 		$83K Buy
+1,232
New +$80.4K 0.02% 255
2014
Q4 		– Sell
-2,013
Closed -$121K – 222
2014
Q3 		$121K Buy
+2,013
New +$118K 0.04% 155

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Strategic Capital Alternatives's JPM Position: Q3 2015 in Review

Strategic Capital Alternatives sold out of JPMorgan Chase (JPM) in Q3 2015, closing a stake of 1,232 shares — an estimated $83K sold.

Strategic Capital Alternatives first reported a position in JPM in Q3 2014 and held it in 2 quarters. The position peaked at $121K in Q3 2014. 1,835 funds tracked by Wall St. Rank hold JPM as of Q3 2015.

  • Strategic Capital Alternatives reported no remaining JPMorgan Chase position as of Q3 2015 after selling out during the quarter.
  • Strategic Capital Alternatives sold 1,232 JPMorgan Chase shares in Q3 2015, an estimated $83K.
  • Strategic Capital Alternatives first reported a position in JPMorgan Chase in Q3 2014 and held it in 2 quarters.
  • Strategic Capital Alternatives's JPMorgan Chase position peaked at $121K in Q3 2014.
  • 1,835 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.