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USA Mutuals Advisors’s JPMorgan Chase JPM Stock Holding History

USA Mutuals 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
2015
Q2 		– Sell
-10,000
Closed -$606K – 147
2015
Q1 		$606K Buy
+10,000
New +$592K 0.28% 33

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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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

USA Mutuals Advisors's JPM Position: Q2 2015 in Review

USA Mutuals Advisors sold out of JPMorgan Chase (JPM) in Q2 2015, closing a stake of 10,000 shares — an estimated $606K sold.

USA Mutuals Advisors first reported a position in JPM in Q1 2015 and held it in 1 quarter. The position peaked at $606K in Q1 2015. 1,848 funds tracked by Wall St. Rank hold JPM as of Q2 2015.

  • USA Mutuals Advisors reported no remaining JPMorgan Chase position as of Q2 2015 after selling out during the quarter.
  • USA Mutuals Advisors sold 10,000 JPMorgan Chase shares in Q2 2015, an estimated $606K.
  • USA Mutuals Advisors first reported a position in JPMorgan Chase in Q1 2015 and held it in 1 quarter.
  • USA Mutuals Advisors's JPMorgan Chase position peaked at $606K in Q1 2015.
  • 1,848 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2015.

Based on USA Mutuals Advisors's 13F filing for Q2 2015, filed 25 Aug 2015.