Stux Capital Management’s JPMorgan Chase JPM Stock Holding History

Stux 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
2014 Q2	$6.55M	Buy	113,700 +76,500	+206%	+$4.3M	0.86%	17
2014 Q1	$2.26M	Sell	37,200 -2,000	-5%	-$116K	0.28%	127
2013 Q4	$2.29M	Sell	39,200 -145,900	-79%	-$7.99M	0.27%	126
2013 Q3	$9.57M	Sell	185,100 -127,700	-41%	-$6.85M	1.27%	9
2013 Q2	$16.5M	Buy	+312,800	New	+$15.9M	2.08%	3

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stux Capital Management's JPM Position: Q2 2014 in Review

Stux Capital Management increased its JPMorgan Chase (JPM) stake by 206% in Q2 2014, buying an estimated $4.3M and bringing the position to 113,700 shares worth $6.55M. The position accounts for 0.86% of the portfolio, ranked #17.

Stux Capital Management first reported a position in JPM in Q2 2013 and has held it in 5 quarters since. The position peaked at $16.5M in Q2 2013. 1,694 funds tracked by Wall St. Rank hold JPM as of Q2 2014.

Stux Capital Management held 113,700 shares of JPMorgan Chase worth $6.55M as of Q2 2014.
Stux Capital Management bought 76,500 JPMorgan Chase shares in Q2 2014, an estimated $4.3M.
JPMorgan Chase made up 0.86% of Stux Capital Management's portfolio in Q2 2014, its #17 holding.
Stux Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 5 quarters since.
Stux Capital Management's JPMorgan Chase position peaked at $16.5M in Q2 2013.
1,694 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2014.

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