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Teton Advisors’s JPMorgan Chase JPM Stock Holding History

Teton Advisors’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
Q3 		– Sell
-3,400
Closed -$211K – 480
2016
Q2 		$211K Hold
3,400
– – 0.02% 443
2016
Q1 		$201K Hold
3,400
– – 0.02% 451
2015
Q4 		$225K Hold
3,400
– – 0.02% 442
2015
Q3 		$207K Hold
3,400
– – 0.02% 462
2015
Q2 		$230K Hold
3,400
– – 0.02% 465
2015
Q1 		$206K Hold
3,400
– – 0.01% 491
2014
Q4 		$213K Hold
3,400
– – 0.01% 487
2014
Q3 		$205K Buy
+3,400
New +$199K 0.01% 485
2014
Q2 		– Sell
-3,400
Closed -$206K – 533
2014
Q1 		$206K Buy
+3,400
New +$196K 0.01% 489

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
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
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

Teton Advisors's JPM Position: Q3 2016 in Review

Teton Advisors sold out of JPMorgan Chase (JPM) in Q3 2016, closing a stake of 3,400 shares — an estimated $211K sold.

Teton Advisors first reported a position in JPM in Q1 2014 and held it in 9 quarters. The position peaked at $230K in Q2 2015. 1,923 funds tracked by Wall St. Rank hold JPM as of Q3 2016.

  • Teton Advisors reported no remaining JPMorgan Chase position as of Q3 2016 after selling out during the quarter.
  • Teton Advisors sold 3,400 JPMorgan Chase shares in Q3 2016, an estimated $211K.
  • Teton Advisors first reported a position in JPMorgan Chase in Q1 2014 and held it in 9 quarters.
  • Teton Advisors's JPMorgan Chase position peaked at $230K in Q2 2015.
  • 1,923 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2016.

Based on Teton Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.