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Strategic Capital Group’s JPMorgan Chase JPM Stock Holding History

Strategic Capital Group’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
2014
Q2 		$127K Sell
2,198
-2,865
-57% -$161K 0.04% 157
2014
Q1 		$307K Buy
5,063
+3,575
+240% +$207K 0.1% 127
2013
Q4 		$87K Sell
1,488
-534
-26% -$29.3K 0.07% 145
2013
Q3 		$104K Hold
2,022
– – 0.04% 166
2013
Q2 		$107K Buy
+2,022
New +$103K 0.05% 146

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Strategic Capital Group's JPM Position: Q2 2014 in Review

Strategic Capital Group reduced its JPMorgan Chase (JPM) stake by 57% in Q2 2014, selling an estimated $161K and leaving 2,198 shares worth $127K. The position accounts for 0.04% of the portfolio, ranked #157.

Strategic Capital Group first reported a position in JPM in Q2 2013 and has held it in 5 quarters since. The position peaked at $307K in Q1 2014. 1,692 funds tracked by Wall St. Rank hold JPM as of Q2 2014.

  • Strategic Capital Group held 2,198 shares of JPMorgan Chase worth $127K as of Q2 2014.
  • Strategic Capital Group sold 2,865 JPMorgan Chase shares in Q2 2014, an estimated $161K.
  • JPMorgan Chase made up 0.04% of Strategic Capital Group's portfolio in Q2 2014, its #157 holding.
  • Strategic Capital Group first reported a position in JPMorgan Chase in Q2 2013 and has held it in 5 quarters since.
  • Strategic Capital Group's JPMorgan Chase position peaked at $307K in Q1 2014.
  • 1,692 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.