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Summit Capital Management’s JPMorgan Chase JPM Stock Holding History

Summit 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
Q1 		$227K Buy
3,833
+500
+15% +$29.2K 0.1% 53
2015
Q4 		$220K Buy
+3,333
New +$217K 0.09% 66

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 $3.37T AUM 44.26% 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 16.26% 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 $315B AUM 27.84% 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

Summit Capital Management's JPM Position: Q1 2016 in Review

Summit Capital Management increased its JPMorgan Chase (JPM) stake by 15% in Q1 2016, buying an estimated $29.2K and bringing the position to 3,833 shares worth $227K. The position accounts for 0.1% of the portfolio, ranked #53.

Summit Capital Management first reported a position in JPM in Q4 2015 and has held it in 2 quarters since. 1,905 funds tracked by Wall St. Rank hold JPM as of Q1 2016.

  • Summit Capital Management held 3,833 shares of JPMorgan Chase worth $227K as of Q1 2016.
  • Summit Capital Management bought 500 JPMorgan Chase shares in Q1 2016, an estimated $29.2K.
  • JPMorgan Chase made up 0.1% of Summit Capital Management's portfolio in Q1 2016, its #53 holding.
  • Summit Capital Management first reported a position in JPMorgan Chase in Q4 2015 and has held it in 2 quarters since.
  • 1,905 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2016.

Based on Summit Capital Management's 13F filing for Q1 2016, filed 11 May 2016.